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Next Financial Group’s Mercury Insurance MCY Stock Holding History

Next Financial Group’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
2021
Q4 		$515K Sell
9,712
-821
-8% -$44.1K 0.03% 535
2021
Q3 		$586K Sell
10,533
-682
-6% -$40.7K 0.05% 403
2021
Q2 		$728K Sell
11,215
-363
-3% -$23K 0.06% 351
2021
Q1 		$704K Buy
11,578
+5,096
+79% +$292K 0.06% 319
2020
Q4 		$338K Buy
6,482
+173
+3% +$7.74K 0.03% 518
2020
Q3 		$261K Buy
6,309
+134
+2% +$5.76K 0.03% 538
2020
Q2 		$252K Buy
6,175
+2,523
+69% +$101K 0.03% 463
2020
Q1 		$149K Buy
3,652
+1,605
+78% +$73.2K 0.02% 632
2019
Q4 		$100K Buy
2,047
+878
+75% +$44.1K 0.01% 936
2019
Q3 		$65K Hold
1,169
– – 0.01% 1057
2019
Q2 		$73K Buy
+1,169
New +$65.3K 0.01% 1034
2019
Q1 		– Sell
-1,169
Closed -$60K – 1914
2018
Q4 		$60K Buy
+1,169
New +$63.6K 0.01% 754
2017
Q2 		– Sell
-450
Closed -$28K – 1948
2017
Q1 		$28K Sell
450
-773
-63% -$46.2K 0.01% 926
2016
Q4 		$74K Buy
1,223
+3
+0.2% +$170 0.01% 796
2016
Q3 		$67K Buy
1,220
+298
+32% +$16.1K 0.01% 813
2016
Q2 		$49K Buy
922
+288
+45% +$15.2K 0.02% 659
2016
Q1 		$35K Buy
634
+334
+111% +$16.6K 0.01% 734
2015
Q4 		$13K Hold
300
– – ﹤0.01% 1088
2015
Q3 		$15K Hold
300
– – 0.01% 1057
2015
Q2 		$16K Hold
300
– – 0.01% 1088
2015
Q1 		$17K Buy
300
+200
+200% +$11.2K 0.01% 1053
2014
Q4 		$6K Sell
100
-271
-73% -$14.5K ﹤0.01% 1436
2014
Q3 		$18K Buy
+371
New +$18.3K ﹤0.01% 1470

Other funds holding MCY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Next Financial Group's MCY Position: Q4 2021 in Review

Next Financial Group reduced its Mercury Insurance (MCY) stake by 7.8% in Q4 2021, selling an estimated $44.1K and leaving 9,712 shares worth $515K. The position accounts for 0.03% of the portfolio, ranked #535.

Next Financial Group first reported a position in MCY in Q3 2014 and has held it in 23 quarters since. The position peaked at $728K in Q2 2021. 251 funds tracked by Wall St. Rank hold MCY as of Q4 2021.

  • Next Financial Group held 9,712 shares of Mercury Insurance worth $515K as of Q4 2021.
  • Next Financial Group sold 821 Mercury Insurance shares in Q4 2021, an estimated $44.1K.
  • Mercury Insurance made up 0.03% of Next Financial Group's portfolio in Q4 2021, its #535 holding.
  • Next Financial Group first reported a position in Mercury Insurance in Q3 2014 and has held it in 23 quarters since.
  • Next Financial Group's Mercury Insurance position peaked at $728K in Q2 2021.
  • 251 funds tracked by Wall St. Rank held Mercury Insurance as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.