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Phase 2 Partners’s Mercury Insurance MCY Stock Holding History

Phase 2 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
2024
Q4 		$9.5M Sell
142,899
-131,056
-48% -$9.22M 7.13% 2
2024
Q3 		$17.3M Buy
273,955
+160,808
+142% +$9.56M 10.19% 1
2024
Q2 		$6.01M Buy
113,147
+63,543
+128% +$3.44M 3.62% 14
2024
Q1 		$2.56M Buy
+49,604
New +$2.19M 1.34% 27

Other funds holding MCY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Phase 2 Partners's MCY Position: Q4 2024 in Review

Phase 2 Partners reduced its Mercury Insurance (MCY) stake by 48% in Q4 2024, selling an estimated $9.22M and leaving 142,899 shares worth $9.5M. The position accounts for 7.13% of the portfolio, ranked #2.

Phase 2 Partners first reported a position in MCY in Q1 2024 and has held it in 4 quarters since. The position peaked at $17.3M in Q3 2024. 284 funds tracked by Wall St. Rank hold MCY as of Q4 2024.

  • Phase 2 Partners held 142,899 shares of Mercury Insurance worth $9.5M as of Q4 2024.
  • Phase 2 Partners sold 131,056 Mercury Insurance shares in Q4 2024, an estimated $9.22M.
  • Mercury Insurance made up 7.13% of Phase 2 Partners's portfolio in Q4 2024, its #2 holding.
  • Phase 2 Partners first reported a position in Mercury Insurance in Q1 2024 and has held it in 4 quarters since.
  • Phase 2 Partners's Mercury Insurance position peaked at $17.3M in Q3 2024.
  • 284 funds tracked by Wall St. Rank held Mercury Insurance as of Q4 2024.

Based on Phase 2 Partners's 13F filing for Q4 2024, filed 14 Feb 2025.