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Rialto Wealth Management’s Mercury Insurance MCY Stock Holding History

Rialto Wealth Management’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 		$794 Buy
9
+2
+29% +$179 ﹤0.01% 1192
2025
Q4 		$659 Hold
7
– – ﹤0.01% 1144
2025
Q3 		$594 Buy
7
+4
+133% +$295 ﹤0.01% 1135
2025
Q2 		$203 Buy
+3
New +$178 ﹤0.01% 1379

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

Rialto Wealth Management's MCY Position: Q1 2026 in Review

Rialto Wealth Management increased its Mercury Insurance (MCY) stake by 29% in Q1 2026, buying an estimated $179 and bringing the position to 9 shares worth $794. The position accounts for ﹤0.01% of the portfolio, ranked #1192.

Rialto Wealth Management first reported a position in MCY in Q2 2025 and has held it in 4 quarters since. 305 funds tracked by Wall St. Rank hold MCY as of Q1 2026.

  • Rialto Wealth Management held 9 shares of Mercury Insurance worth $794 as of Q1 2026.
  • Rialto Wealth Management bought 2 Mercury Insurance shares in Q1 2026, an estimated $179.
  • Mercury Insurance made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #1192 holding.
  • Rialto Wealth Management first reported a position in Mercury Insurance in Q2 2025 and has held it in 4 quarters since.
  • 305 funds tracked by Wall St. Rank held Mercury Insurance as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.