Neuburgh Advisers’s Mercury Insurance MCY Stock Holding History

Neuburgh Advisers’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
2019 Q3	$640K	Buy	11,462 +3,058	+36%	+$175K	0.02%	408
2019 Q2	$525K	Buy	8,404 +704	+9%	+$39.3K	0.02%	443
2019 Q1	$385K	Buy	7,700 +3,322	+76%	+$172K	0.01%	515
2018 Q4	$226K	Sell	4,378 -3,674	-46%	-$200K	0.01%	609
2018 Q3	$404K	Sell	8,052 -17,006	-68%	-$848K	0.01%	526
2018 Q2	$1.14M	Sell	25,058 -352	-1%	-$16.6K	0.04%	274
2018 Q1	$1.17M	Buy	25,410 +21,956	+636%	+$1.05M	0.04%	246
2017 Q4	$185K	Buy	3,454 +616	+22%	+$33.9K	0.01%	675
2017 Q3	$161K	Buy	2,838 +506	+22%	+$28.7K	0.01%	654
2017 Q2	$126K	Buy	2,332 +836	+56%	+$47.4K	﹤0.01%	677
2017 Q1	$91K	Buy	1,496 +88	+6%	+$5.26K	﹤0.01%	641
2016 Q4	$85K	Buy	+1,408	New	+$80K	﹤0.01%	627

Other funds holding MCY

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Neuburgh Advisers's MCY Position: Q3 2019 in Review

Neuburgh Advisers increased its Mercury Insurance (MCY) stake by 36% in Q3 2019, buying an estimated $175K and bringing the position to 11,462 shares worth $640K. The position accounts for 0.02% of the portfolio, ranked #408.

Neuburgh Advisers first reported a position in MCY in Q4 2016 and has held it in 12 quarters since. The position peaked at $1.17M in Q1 2018. 224 funds tracked by Wall St. Rank hold MCY as of Q3 2019.

Neuburgh Advisers held 11,462 shares of Mercury Insurance worth $640K as of Q3 2019.
Neuburgh Advisers bought 3,058 Mercury Insurance shares in Q3 2019, an estimated $175K.
Mercury Insurance made up 0.02% of Neuburgh Advisers's portfolio in Q3 2019, its #408 holding.
Neuburgh Advisers first reported a position in Mercury Insurance in Q4 2016 and has held it in 12 quarters since.
Neuburgh Advisers's Mercury Insurance position peaked at $1.17M in Q1 2018.
224 funds tracked by Wall St. Rank held Mercury Insurance as of Q3 2019.

Based on Neuburgh Advisers's 13F filing for Q3 2019, filed 14 Nov 2019.