MOTCO’s Mercury Insurance MCY Stock Holding History

MOTCO’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
2024 Q4	–	Sell	-200	Closed	-$12.6K	–	538
2024 Q3	$12.6K	Hold	200	–	–	﹤0.01%	456
2024 Q2	$10.6K	Buy	+200	New	+$10.8K	﹤0.01%	552

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 $552B AUM 44.19% 1-Year Est. Return

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

MOTCO's MCY Position: Q4 2024 in Review

MOTCO sold out of Mercury Insurance (MCY) in Q4 2024, closing a stake of 200 shares — an estimated $12.6K sold.

MOTCO first reported a position in MCY in Q2 2024 and held it in 2 quarters. The position peaked at $12.6K in Q3 2024. 284 funds tracked by Wall St. Rank hold MCY as of Q4 2024.

MOTCO reported no remaining Mercury Insurance position as of Q4 2024 after selling out during the quarter.
MOTCO sold 200 Mercury Insurance shares in Q4 2024, an estimated $12.6K.
MOTCO first reported a position in Mercury Insurance in Q2 2024 and held it in 2 quarters.
MOTCO's Mercury Insurance position peaked at $12.6K in Q3 2024.
284 funds tracked by Wall St. Rank held Mercury Insurance as of Q4 2024.

Based on MOTCO's 13F filing for Q4 2024, filed 5 Feb 2025.