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Private Wealth Management Group’s Mercury Insurance MCY Stock Holding History

Private Wealth Management Group’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 		$5.33K Hold
50
– – ﹤0.01% 826
2026
Q1 		$4.41K Hold
50
– – ﹤0.01% 822
2025
Q4 		$4.7K Hold
50
– – ﹤0.01% 800
2025
Q3 		$4.24K Hold
50
– – ﹤0.01% 859
2025
Q2 		$3.37K Hold
50
– – ﹤0.01% 918
2025
Q1 		$2.79K Buy
50
+32
+178% +$1.73K ﹤0.01% 942
2024
Q4 		$1.2K Hold
18
– – ﹤0.01% 1248
2024
Q3 		$1.13K Hold
18
– – ﹤0.01% 1242
2024
Q2 		$957 Hold
18
– – ﹤0.01% 1300
2024
Q1 		$929 Hold
18
– – ﹤0.01% 1286
2023
Q4 		$672 Buy
+18
New +$624 ﹤0.01% 1393

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

Private Wealth Management Group's MCY Position: Q2 2026 in Review

Private Wealth Management Group held its Mercury Insurance (MCY) position steady in Q2 2026 at 50 shares worth $5.33K. The position accounts for ﹤0.01% of the portfolio, ranked #826.

Private Wealth Management Group first reported a position in MCY in Q4 2023 and has held it in 11 quarters since. 349 funds tracked by Wall St. Rank hold MCY as of Q2 2026.

  • Private Wealth Management Group held 50 shares of Mercury Insurance worth $5.33K as of Q2 2026.
  • Private Wealth Management Group left its Mercury Insurance share count unchanged in Q2 2026.
  • Mercury Insurance made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #826 holding.
  • Private Wealth Management Group first reported a position in Mercury Insurance in Q4 2023 and has held it in 11 quarters since.
  • 349 funds tracked by Wall St. Rank held Mercury Insurance as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.