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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
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 $5.72T AUM 30.48% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DCM
DG Capital Management New York $326M AUM 39.67% 1-Year Est. Return

Pinnacle Wealth Planning Services's MCY Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Mercury Insurance (MCY) stake by 2.9% in Q1 2026, buying an estimated $1.97K and bringing the position to 772 shares worth $68.1K. The position accounts for 0.01% of the portfolio, ranked #1023.

Pinnacle Wealth Planning Services first reported a position in MCY in Q4 2025 and has held it in 2 quarters since. The position peaked at $70.5K in Q4 2025. 305 funds tracked by Wall St. Rank hold MCY as of Q1 2026.

  • Pinnacle Wealth Planning Services held 772 shares of Mercury Insurance worth $68.1K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 22 Mercury Insurance shares in Q1 2026, an estimated $1.97K.
  • Mercury Insurance made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1023 holding.
  • Pinnacle Wealth Planning Services first reported a position in Mercury Insurance in Q4 2025 and has held it in 2 quarters since.
  • Pinnacle Wealth Planning Services's Mercury Insurance position peaked at $70.5K in Q4 2025.
  • 305 funds tracked by Wall St. Rank held Mercury Insurance as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.