NewSquare Capital’s Mercury Insurance MCY Stock Holding History

NewSquare Capital’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 Q3	–	Sell	-13	Closed	-$875	–	795
2025 Q2	$875	Buy	+13	New	+$773	﹤0.01%	1067

Other funds holding MCY

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

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

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

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

DCM

DG Capital Management New York $326M AUM 39.67% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

NewSquare Capital's MCY Position: Q3 2025 in Review

NewSquare Capital sold out of Mercury Insurance (MCY) in Q3 2025, closing a stake of 13 shares — an estimated $875 sold.

NewSquare Capital first reported a position in MCY in Q2 2025 and held it in 1 quarter. The position peaked at $875 in Q2 2025. 287 funds tracked by Wall St. Rank hold MCY as of Q3 2025.

NewSquare Capital reported no remaining Mercury Insurance position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 13 Mercury Insurance shares in Q3 2025, an estimated $875.
NewSquare Capital first reported a position in Mercury Insurance in Q2 2025 and held it in 1 quarter.
NewSquare Capital's Mercury Insurance position peaked at $875 in Q2 2025.
287 funds tracked by Wall St. Rank held Mercury Insurance as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.