RA
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Rise Advisors’s Mercury Insurance MCY Stock Holding History

Rise 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
2025
Q4 		– Sell
-7
Closed -$593 – 892
2025
Q3 		$593 Buy
+7
New +$517 ﹤0.01% 1371
2022
Q1 		– Sell
-27
Closed -$1.43K – 665
2021
Q4 		$1.43K Buy
+27
New +$1.45K ﹤0.01% 569

Other funds holding MCY

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Rise Advisors's MCY Position: Q4 2025 in Review

Rise Advisors sold out of Mercury Insurance (MCY) in Q4 2025, closing a stake of 7 shares — an estimated $593 sold.

Rise Advisors first reported a position in MCY in Q4 2021 and held it in 2 quarters. The position peaked at $1.43K in Q4 2021. 314 funds tracked by Wall St. Rank hold MCY as of Q4 2025.

  • Rise Advisors reported no remaining Mercury Insurance position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 7 Mercury Insurance shares in Q4 2025, an estimated $593.
  • Rise Advisors first reported a position in Mercury Insurance in Q4 2021 and held it in 2 quarters.
  • Rise Advisors's Mercury Insurance position peaked at $1.43K in Q4 2021.
  • 314 funds tracked by Wall St. Rank held Mercury Insurance as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.