Philadelphia Financial Management of San Francisco’s Mercury Insurance MCY Stock Holding History

Philadelphia Financial Management of San Francisco’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	–	Sell	-130,876	Closed	-$8.24M	–	51
2024 Q3	$8.24M	Buy	+130,876	New	+$7.78M	1.31%	29
2020 Q2	–	Sell	-162,779	Closed	-$6.63M	–	43
2020 Q1	$6.63M	Buy	+162,779	New	+$7.43M	1.7%	28
2019 Q4	–	Sell	-190,023	Closed	-$10.6M	–	45
2019 Q3	$10.6M	Sell	190,023 -20,474	-10%	-$1.17M	2.36%	21
2019 Q2	$13.2M	Buy	+210,497	New	+$11.8M	2.31%	16

Other funds holding MCY

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Philadelphia Financial Management of San Francisco's MCY Position: Q4 2024 in Review

Philadelphia Financial Management of San Francisco sold out of Mercury Insurance (MCY) in Q4 2024, closing a stake of 130,876 shares — an estimated $8.24M sold.

Philadelphia Financial Management of San Francisco first reported a position in MCY in Q2 2019 and held it in 4 quarters. The position peaked at $13.2M in Q2 2019. 284 funds tracked by Wall St. Rank hold MCY as of Q4 2024.

Philadelphia Financial Management of San Francisco reported no remaining Mercury Insurance position as of Q4 2024 after selling out during the quarter.
Philadelphia Financial Management of San Francisco sold 130,876 Mercury Insurance shares in Q4 2024, an estimated $8.24M.
Philadelphia Financial Management of San Francisco first reported a position in Mercury Insurance in Q2 2019 and held it in 4 quarters.
Philadelphia Financial Management of San Francisco's Mercury Insurance position peaked at $13.2M in Q2 2019.
284 funds tracked by Wall St. Rank held Mercury Insurance as of Q4 2024.

Based on Philadelphia Financial Management of San Francisco's 13F filing for Q4 2024, filed 14 Feb 2025.