Optima Capital’s Mercury Insurance MCY Stock Holding History

Optima 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
2026 Q1	–	Sell	-6	Closed	-$564	–	830
2025 Q4	$564	Buy	+6	New	+$521	﹤0.01%	1133

Other funds holding MCY

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

RCMNY

Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

Optima Capital's MCY Position: Q1 2026 in Review

Optima Capital sold out of Mercury Insurance (MCY) in Q1 2026, closing a stake of 6 shares — an estimated $564 sold.

Optima Capital first reported a position in MCY in Q4 2025 and held it in 1 quarter. The position peaked at $564 in Q4 2025. 306 funds tracked by Wall St. Rank hold MCY as of Q1 2026.

Optima Capital reported no remaining Mercury Insurance position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 6 Mercury Insurance shares in Q1 2026, an estimated $564.
Optima Capital first reported a position in Mercury Insurance in Q4 2025 and held it in 1 quarter.
Optima Capital's Mercury Insurance position peaked at $564 in Q4 2025.
306 funds tracked by Wall St. Rank held Mercury Insurance as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.