Ray Dalio
MCY icon

Ray Dalio’s Mercury Insurance MCY Stock Holding History

Ray Dalio’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
2023
Q1 		– Sell
-22,868
Closed -$782K – 822
2022
Q4 		$782K Buy
22,868
+10,642
+87% +$354K ﹤0.01% 668
2022
Q3 		$347K Sell
12,226
-1,686
-12% -$61.1K ﹤0.01% 813
2022
Q2 		$616K Buy
13,912
+4,329
+45% +$214K ﹤0.01% 876
2022
Q1 		$527K Buy
9,583
+4,530
+90% +$244K ﹤0.01% 884
2021
Q4 		$268K Buy
+5,053
New +$271K ﹤0.01% 702
2018
Q2 		– Sell
-5,583
Closed -$256K – 505
2018
Q1 		$256K Buy
+5,583
New +$266K ﹤0.01% 443

Other funds holding MCY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AWM
Absher Wealth Management Chapel Hill, North Carolina $853M AUM 14.81% 1-Year Est. Return
SAIG
Semper Augustus Investments Group Highlands Ranch, Colorado $837M AUM 42.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ray Dalio's MCY Position: Q1 2023 in Review

Ray Dalio sold out of Mercury Insurance (MCY) in Q1 2023, closing a stake of 22,868 shares — an estimated $782K sold.

Ray Dalio first reported a position in MCY in Q1 2018 and held it in 6 quarters. The position peaked at $782K in Q4 2022. 190 funds tracked by Wall St. Rank hold MCY as of Q1 2023.

  • Ray Dalio reported no remaining Mercury Insurance position as of Q1 2023 after selling out during the quarter.
  • Ray Dalio sold 22,868 Mercury Insurance shares in Q1 2023, an estimated $782K.
  • Ray Dalio first reported a position in Mercury Insurance in Q1 2018 and held it in 6 quarters.
  • Ray Dalio's Mercury Insurance position peaked at $782K in Q4 2022.
  • 190 funds tracked by Wall St. Rank held Mercury Insurance as of Q1 2023.

Based on Bridgewater Associates's 13F filing for Q1 2023, filed 12 May 2023.