NWWA
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New Wave Wealth Advisors’s Mercury Insurance MCY Stock Holding History

New Wave Wealth Advisors’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
-100
Closed -$6.65K – 449
2024
Q4 		$6.65K Buy
+100
New +$7.03K ﹤0.01% 396

Other funds holding MCY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DCM
DG Capital Management New York $326M AUM 39.67% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

New Wave Wealth Advisors's MCY Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of Mercury Insurance (MCY) in Q1 2025, closing a stake of 100 shares — an estimated $6.65K sold.

New Wave Wealth Advisors first reported a position in MCY in Q4 2024 and held it in 1 quarter. The position peaked at $6.65K in Q4 2024. 252 funds tracked by Wall St. Rank hold MCY as of Q1 2025.

  • New Wave Wealth Advisors reported no remaining Mercury Insurance position as of Q1 2025 after selling out during the quarter.
  • New Wave Wealth Advisors sold 100 Mercury Insurance shares in Q1 2025, an estimated $6.65K.
  • New Wave Wealth Advisors first reported a position in Mercury Insurance in Q4 2024 and held it in 1 quarter.
  • New Wave Wealth Advisors's Mercury Insurance position peaked at $6.65K in Q4 2024.
  • 252 funds tracked by Wall St. Rank held Mercury Insurance as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.