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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
Q2 		$5.69M Buy
53,377
+12,894
+32% +$1.27M 0.08% 159
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 $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

Ritholtz Wealth Management's MCY Position: Q2 2026 in Review

Ritholtz Wealth Management increased its Mercury Insurance (MCY) stake by 32% in Q2 2026, buying an estimated $1.27M and bringing the position to 53,377 shares worth $5.69M. The position accounts for 0.08% of the portfolio, ranked #159.

Ritholtz Wealth Management first reported a position in MCY in Q3 2025 and has held it in 4 quarters since. 349 funds tracked by Wall St. Rank hold MCY as of Q2 2026.

  • Ritholtz Wealth Management held 53,377 shares of Mercury Insurance worth $5.69M as of Q2 2026.
  • Ritholtz Wealth Management bought 12,894 Mercury Insurance shares in Q2 2026, an estimated $1.27M.
  • Mercury Insurance made up 0.08% of Ritholtz Wealth Management's portfolio in Q2 2026, its #159 holding.
  • Ritholtz Wealth Management first reported a position in Mercury Insurance in Q3 2025 and has held it in 4 quarters since.
  • 349 funds tracked by Wall St. Rank held Mercury Insurance as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.