NewEdge Advisors’s Mercury Insurance MCY Stock Holding History

NewEdge 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	-6,990	Closed	-$465K	–	4053
2024 Q4	$465K	Buy	6,990 +6,690	+2,230%	+$470K	﹤0.01%	1606
2024 Q3	$18.9K	Hold	300	–	–	﹤0.01%	2732
2024 Q2	$15.9K	Buy	+300	New	+$16.3K	﹤0.01%	2699
2023 Q1	–	Sell	-1,000	Closed	-$34.2K	–	3858
2022 Q4	$34.2K	Buy	+1,000	New	+$33.3K	﹤0.01%	1890
2019 Q2	–	Sell	-5,308	Closed	-$266K	–	683
2019 Q1	$266K	Sell	5,308 -157	-3%	-$8.15K	0.02%	551
2018 Q4	$283K	Buy	+5,465	New	+$297K	0.02%	502

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

RCMNY

Rubric Capital Management (New York) New York $10.9B AUM 70.31% 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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.56% 1-Year Est. Return

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

DCM

DG Capital Management New York $475M AUM 36.12% 1-Year Est. Return

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

NewEdge Advisors's MCY Position: Q1 2025 in Review

NewEdge Advisors sold out of Mercury Insurance (MCY) in Q1 2025, closing a stake of 6,990 shares — an estimated $465K sold.

NewEdge Advisors first reported a position in MCY in Q4 2018 and held it in 6 quarters. The position peaked at $465K in Q4 2024. 252 funds tracked by Wall St. Rank hold MCY as of Q1 2025.

NewEdge Advisors reported no remaining Mercury Insurance position as of Q1 2025 after selling out during the quarter.
NewEdge Advisors sold 6,990 Mercury Insurance shares in Q1 2025, an estimated $465K.
NewEdge Advisors first reported a position in Mercury Insurance in Q4 2018 and held it in 6 quarters.
NewEdge Advisors's Mercury Insurance position peaked at $465K in Q4 2024.
252 funds tracked by Wall St. Rank held Mercury Insurance as of Q1 2025.

Based on NewEdge Advisors's 13F filing for Q1 2025, filed 15 May 2025.