Mogy Joel R Investment Counsel’s Mercury Insurance MCY Stock Holding History

Mogy Joel R Investment Counsel’s Portfolio MCY Stock Details MCY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-6,000	Closed	-$205K	–	122
2022 Q4	$205K	Buy	+6,000	New	+$200K	0.02%	107
2022 Q3	–	Sell	-5,000	Closed	-$222K	–	106
2022 Q2	$222K	Hold	5,000	–	–	0.02%	104
2022 Q1	$275K	Hold	5,000	–	–	0.02%	104
2021 Q4	$265K	Hold	5,000	–	–	0.02%	112
2021 Q3	$278K	Hold	5,000	–	–	0.02%	104
2021 Q2	$325K	Hold	5,000	–	–	0.03%	99
2021 Q1	$304K	Hold	5,000	–	–	0.03%	101
2020 Q4	$261K	Hold	5,000	–	–	0.03%	102
2020 Q3	$207K	Hold	5,000	–	–	0.02%	105
2020 Q2	$204K	Hold	5,000	–	–	0.02%	105
2020 Q1	$204K	Hold	5,000	–	–	0.03%	102
2019 Q4	$244K	Hold	5,000	–	–	0.03%	108
2019 Q3	$279K	Hold	5,000	–	–	0.04%	106
2019 Q2	$313K	Hold	5,000	–	–	0.04%	98
2019 Q1	$250K	Hold	5,000	–	–	0.03%	106
2018 Q4	$259K	Hold	5,000	–	–	0.04%	104
2018 Q3	$251K	Hold	5,000	–	–	0.03%	113
2018 Q2	$228K	Hold	5,000	–	–	0.03%	116
2018 Q1	$229K	Hold	5,000	–	–	0.04%	114
2017 Q4	$267K	Hold	5,000	–	–	0.04%	110
2017 Q3	$283K	Hold	5,000	–	–	0.05%	113
2017 Q2	$270K	Hold	5,000	–	–	0.05%	113
2017 Q1	$305K	Hold	5,000	–	–	0.05%	106
2016 Q4	$301K	Hold	5,000	–	–	0.05%	108
2016 Q3	$274K	Hold	5,000	–	–	0.05%	112
2016 Q2	$266K	Hold	5,000	–	–	0.05%	115
2016 Q1	$278K	Buy	5,000 +4,500	+900%	+$224K	0.05%	112
2015 Q4	$233	Sell	500 -4,500	-90%	-$228K	0.04%	120
2015 Q3	$253K	Hold	5,000	–	–	0.05%	123
2015 Q2	$278K	Hold	5,000	–	–	0.05%	128
2015 Q1	$289K	Hold	5,000	–	–	0.05%	130
2014 Q4	$283K	Hold	5,000	–	–	0.05%	135
2014 Q3	$244K	Hold	5,000	–	–	0.05%	140
2014 Q2	$235K	Hold	5,000	–	–	0.05%	138
2014 Q1	$225K	Hold	5,000	–	–	0.05%	140
2013 Q4	$249K	Hold	5,000	–	–	0.05%	136
2013 Q3	$242K	Sell	5,000 -800	-14%	-$36.1K	0.06%	135
2013 Q2	$255K	Buy	+5,800	New	+$249K	0.06%	131

Other funds holding MCY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AWM

Absher Wealth Management Chapel Hill, North Carolina $853M AUM 14.81% 1-Year Est. Return

SAIG

Semper Augustus Investments Group Highlands Ranch, Colorado $837M AUM 42.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mogy Joel R Investment Counsel's MCY Position: Q1 2023 in Review

Mogy Joel R Investment Counsel sold out of Mercury Insurance (MCY) in Q1 2023, closing a stake of 6,000 shares — an estimated $205K sold.

Mogy Joel R Investment Counsel first reported a position in MCY in Q2 2013 and held it in 38 quarters. The position peaked at $325K in Q2 2021. 190 funds tracked by Wall St. Rank hold MCY as of Q1 2023.

Mogy Joel R Investment Counsel reported no remaining Mercury Insurance position as of Q1 2023 after selling out during the quarter.
Mogy Joel R Investment Counsel sold 6,000 Mercury Insurance shares in Q1 2023, an estimated $205K.
Mogy Joel R Investment Counsel first reported a position in Mercury Insurance in Q2 2013 and held it in 38 quarters.
Mogy Joel R Investment Counsel's Mercury Insurance position peaked at $325K in Q2 2021.
190 funds tracked by Wall St. Rank held Mercury Insurance as of Q1 2023.

Based on Mogy Joel R Investment Counsel's 13F filing for Q1 2023, filed 12 May 2023.