ORG Wealth Partners’s Mercury Insurance MCY Stock Holding History

ORG Wealth Partners’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	-1,000	Closed	-$94.1K	–	668
2025 Q4	$94.1K	Buy	+1,000	New	+$86.8K	0.02%	280

Other funds holding MCY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 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

ORG Wealth Partners's MCY Position: Q1 2026 in Review

ORG Wealth Partners sold out of Mercury Insurance (MCY) in Q1 2026, closing a stake of 1,000 shares — an estimated $94.1K sold.

ORG Wealth Partners first reported a position in MCY in Q4 2025 and held it in 1 quarter. The position peaked at $94.1K in Q4 2025. 308 funds tracked by Wall St. Rank hold MCY as of Q1 2026.

ORG Wealth Partners reported no remaining Mercury Insurance position as of Q1 2026 after selling out during the quarter.
ORG Wealth Partners sold 1,000 Mercury Insurance shares in Q1 2026, an estimated $94.1K.
ORG Wealth Partners first reported a position in Mercury Insurance in Q4 2025 and held it in 1 quarter.
ORG Wealth Partners's Mercury Insurance position peaked at $94.1K in Q4 2025.
308 funds tracked by Wall St. Rank held Mercury Insurance as of Q1 2026.

Based on ORG Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.