Private Trust Company’s Mercury Insurance MCY Stock Holding History

Private Trust Company’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	$111K	Hold	1,037	–	–	0.01%	1036
2026 Q1	$91.4K	Sell	1,037 -80	-7%	-$7.16K	0.01%	1056
2025 Q4	$105K	Hold	1,117	–	–	0.01%	1008
2025 Q3	$94.7K	Hold	1,117	–	–	0.01%	1039
2025 Q2	$75.2K	Hold	1,117	–	–	0.01%	1053
2025 Q1	$62.4K	Hold	1,117	–	–	0.01%	1097
2024 Q4	$74.3K	Hold	1,117	–	–	0.01%	1030
2024 Q3	$70.3K	Hold	1,117	–	–	0.01%	1020
2024 Q2	$59.4K	Hold	1,117	–	–	0.01%	1046
2024 Q1	$57.6K	Hold	1,117	–	–	0.01%	1058
2023 Q4	$41.7K	Hold	1,117	–	–	﹤0.01%	1124
2023 Q3	$31.3K	Hold	1,117	–	–	﹤0.01%	1183
2023 Q2	$33.8K	Hold	1,117	–	–	﹤0.01%	1169
2023 Q1	$35.5K	Hold	1,117	–	–	﹤0.01%	1111
2022 Q4	$38K	Hold	1,117	–	–	0.01%	1057
2022 Q3	$32K	Buy	+1,117	New	+$40.5K	0.01%	1044

Other funds holding MCY

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

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

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 Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Private Trust Company's MCY Position: Q2 2026 in Review

Private Trust Company held its Mercury Insurance (MCY) position steady in Q2 2026 at 1,037 shares worth $111K. The position accounts for 0.01% of the portfolio, ranked #1036.

Private Trust Company first reported a position in MCY in Q3 2022 and has held it in 16 quarters since. 348 funds tracked by Wall St. Rank hold MCY as of Q2 2026.

Private Trust Company held 1,037 shares of Mercury Insurance worth $111K as of Q2 2026.
Private Trust Company left its Mercury Insurance share count unchanged in Q2 2026.
Mercury Insurance made up 0.01% of Private Trust Company's portfolio in Q2 2026, its #1036 holding.
Private Trust Company first reported a position in Mercury Insurance in Q3 2022 and has held it in 16 quarters since.
348 funds tracked by Wall St. Rank held Mercury Insurance as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.