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Plante Moran Financial Advisors’s Mercury Insurance MCY Stock Holding History

Plante Moran Financial Advisors’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 		$746 Buy
+7
New +$689 ﹤0.01% 987
2015
Q3 		– Sell
-300
Closed -$17K – 736
2015
Q2 		$17K Hold
300
– – 0.01% 443
2015
Q1 		$17K Hold
300
– – 0.01% 432
2014
Q4 		$17K Hold
300
– – 0.01% 434
2014
Q3 		$15K Hold
300
– – 0.01% 453
2014
Q2 		$14K Buy
+300
New +$14.1K 0.01% 440

Other funds holding MCY

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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Rubric Capital Management (New York)
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

Plante Moran Financial Advisors's MCY Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Mercury Insurance (MCY) in Q2 2026: 7 shares worth $746. The stake represents ﹤0.01% of the portfolio and ranks #987 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in MCY as recently as Q2 2015.

Plante Moran Financial Advisors first reported a position in MCY in Q2 2014 and has held it in 6 quarters since. The position peaked at $17K in Q2 2015. 348 funds tracked by Wall St. Rank hold MCY as of Q2 2026.

  • Plante Moran Financial Advisors held 7 shares of Mercury Insurance worth $746 as of Q2 2026.
  • Mercury Insurance was a new Plante Moran Financial Advisors position in Q2 2026.
  • Mercury Insurance made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #987 holding.
  • Plante Moran Financial Advisors first reported a position in Mercury Insurance in Q2 2014 and has held it in 6 quarters since.
  • Plante Moran Financial Advisors's Mercury Insurance position peaked at $17K in Q2 2015.
  • 348 funds tracked by Wall St. Rank held Mercury Insurance as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.