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Pinnacle Wealth Planning Services’s Mercury Insurance MCY Stock Holding History

Pinnacle Wealth Planning Services’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 		$83.3K Buy
781
+9
+1% +$886 0.01% 969
2026
Q1 		$68.1K Buy
772
+22
+3% +$1.97K 0.01% 1023
2025
Q4 		$70.5K Buy
+750
New +$65.1K 0.01% 987

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 $3.37T AUM 44.26% 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

Pinnacle Wealth Planning Services's MCY Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Mercury Insurance (MCY) stake by 1.2% in Q2 2026, buying an estimated $886 and bringing the position to 781 shares worth $83.3K. The position accounts for 0.01% of the portfolio, ranked #969.

Pinnacle Wealth Planning Services first reported a position in MCY in Q4 2025 and has held it in 3 quarters since. 349 funds tracked by Wall St. Rank hold MCY as of Q2 2026.

  • Pinnacle Wealth Planning Services held 781 shares of Mercury Insurance worth $83.3K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 9 Mercury Insurance shares in Q2 2026, an estimated $886.
  • Mercury Insurance made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #969 holding.
  • Pinnacle Wealth Planning Services first reported a position in Mercury Insurance in Q4 2025 and has held it in 3 quarters since.
  • 349 funds tracked by Wall St. Rank held Mercury Insurance as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.