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O'Shaughnessy Asset Management’s Mercury Insurance MCY Stock Holding History

O'Shaughnessy Asset Management’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
Q2 		$9.9M Buy
92,892
+18,874
+25% +$1.86M 0.05% 389
2026
Q1 		$6.52M Buy
74,018
+13,774
+23% +$1.23M 0.03% 462
2025
Q4 		$5.67M Buy
60,244
+30,243
+101% +$2.62M 0.03% 483
2025
Q3 		$2.54M Buy
30,001
+3,882
+15% +$286K 0.01% 720
2025
Q2 		$1.76M Buy
26,119
+19,209
+278% +$1.14M 0.01% 825
2025
Q1 		$386K Sell
6,910
-12,661
-65% -$683K ﹤0.01% 1451
2024
Q4 		$1.3M Buy
+19,571
New +$1.38M 0.01% 834
2022
Q2 		– Sell
-4,942
Closed -$272K – 1319
2022
Q1 		$272K Sell
4,942
-345
-7% -$18.6K ﹤0.01% 933
2021
Q4 		$281K Sell
5,287
-800
-13% -$43K 0.01% 898
2021
Q3 		$339K Buy
6,087
+789
+15% +$47.1K 0.01% 801
2021
Q2 		$344K Buy
5,298
+2,836
+115% +$180K 0.01% 803
2021
Q1 		$150K Buy
2,462
+656
+36% +$37.5K ﹤0.01% 1040
2020
Q4 		$94K Sell
1,806
-5,458
-75% -$244K ﹤0.01% 1090
2020
Q3 		$301K Buy
7,264
+172
+2% +$7.39K 0.01% 588
2020
Q2 		$289K Sell
7,092
-19,413
-73% -$779K 0.01% 542
2020
Q1 		$1.08M Buy
26,505
+10,514
+66% +$480K 0.04% 202
2019
Q4 		$779K Buy
15,991
+9,835
+160% +$495K 0.02% 321
2019
Q3 		$344K Buy
6,156
+34
+0.6% +$1.95K 0.01% 433
2019
Q2 		$382K Buy
+6,122
New +$342K 0.01% 420
2016
Q1 		– Sell
-6,903
Closed -$321K – 984
2015
Q4 		$321K Sell
6,903
-9,612
-58% -$487K 0.01% 410
2015
Q3 		$834K Sell
16,515
-650
-4% -$34.8K 0.02% 322
2015
Q2 		$955K Sell
17,165
-1,943
-10% -$109K 0.02% 305
2015
Q1 		$1.1M Buy
19,108
+2,978
+18% +$167K 0.02% 293
2014
Q4 		$909K Buy
16,130
+16,108
+73,218% +$862K 0.02% 330
2014
Q3 		$1K Buy
+22
New +$1.09K ﹤0.01% 942

Other funds holding MCY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

O'Shaughnessy Asset Management's MCY Position: Q2 2026 in Review

O'Shaughnessy Asset Management increased its Mercury Insurance (MCY) stake by 25% in Q2 2026, buying an estimated $1.86M and bringing the position to 92,892 shares worth $9.9M. The position accounts for 0.05% of the portfolio, ranked #389.

O'Shaughnessy Asset Management first reported a position in MCY in Q3 2014 and has held it in 25 quarters since. 348 funds tracked by Wall St. Rank hold MCY as of Q2 2026.

  • O'Shaughnessy Asset Management held 92,892 shares of Mercury Insurance worth $9.9M as of Q2 2026.
  • O'Shaughnessy Asset Management bought 18,874 Mercury Insurance shares in Q2 2026, an estimated $1.86M.
  • Mercury Insurance made up 0.05% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #389 holding.
  • O'Shaughnessy Asset Management first reported a position in Mercury Insurance in Q3 2014 and has held it in 25 quarters since.
  • 348 funds tracked by Wall St. Rank held Mercury Insurance as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.