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Navigoe Wealth Management’s Mercury Insurance MCY Stock Holding History

Navigoe Wealth Management’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
2025
Q1 		– Sell
-256
Closed -$17K – 172
2024
Q4 		$17K Buy
+256
New +$18K 0.02% 97

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RCMNY
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Renaissance Technologies
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Assenagon Asset Management
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DCM
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Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Navigoe Wealth Management's MCY Position: Q1 2025 in Review

Navigoe Wealth Management sold out of Mercury Insurance (MCY) in Q1 2025, closing a stake of 256 shares — an estimated $17K sold.

Navigoe Wealth Management first reported a position in MCY in Q4 2024 and held it in 1 quarter. The position peaked at $17K in Q4 2024. 252 funds tracked by Wall St. Rank hold MCY as of Q1 2025.

  • Navigoe Wealth Management reported no remaining Mercury Insurance position as of Q1 2025 after selling out during the quarter.
  • Navigoe Wealth Management sold 256 Mercury Insurance shares in Q1 2025, an estimated $17K.
  • Navigoe Wealth Management first reported a position in Mercury Insurance in Q4 2024 and held it in 1 quarter.
  • Navigoe Wealth Management's Mercury Insurance position peaked at $17K in Q4 2024.
  • 252 funds tracked by Wall St. Rank held Mercury Insurance as of Q1 2025.

Based on Navigoe Wealth Management's 13F filing for Q1 2025, filed 9 May 2025.