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Ritholtz Wealth Management’s Mercury Insurance MCY Stock Holding History

Ritholtz 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 		$3.57M Buy
40,483
+14,960
+59% +$1.34M 0.06% 236
2025
Q4 		$2.4M Buy
25,523
+21,768
+580% +$1.89M 0.04% 307
2025
Q3 		$318K Buy
+3,755
New +$277K 0.01% 818

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

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

Ritholtz Wealth Management increased its Mercury Insurance (MCY) stake by 59% in Q1 2026, buying an estimated $1.34M and bringing the position to 40,483 shares worth $3.57M. The position accounts for 0.06% of the portfolio, ranked #236.

Ritholtz Wealth Management first reported a position in MCY in Q3 2025 and has held it in 3 quarters since. 305 funds tracked by Wall St. Rank hold MCY as of Q1 2026.

  • Ritholtz Wealth Management held 40,483 shares of Mercury Insurance worth $3.57M as of Q1 2026.
  • Ritholtz Wealth Management bought 14,960 Mercury Insurance shares in Q1 2026, an estimated $1.34M.
  • Mercury Insurance made up 0.06% of Ritholtz Wealth Management's portfolio in Q1 2026, its #236 holding.
  • Ritholtz Wealth Management first reported a position in Mercury Insurance in Q3 2025 and has held it in 3 quarters since.
  • 305 funds tracked by Wall St. Rank held Mercury Insurance as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.