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Root Financial Partners’s Mercury Insurance MCY Stock Holding History

Root Financial Partners’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 		– Sell
-267
Closed -$23.5K – 2037
2026
Q1 		$23.5K Buy
267
+42
+19% +$3.76K ﹤0.01% 1227
2025
Q4 		$21.2K Buy
225
+23
+11% +$2K ﹤0.01% 1158
2025
Q3 		$17.1K Buy
+202
New +$14.9K ﹤0.01% 1194

Other funds holding MCY

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $497M AUM 52.58% 1-Year Est. Return
BTC
Bank & Trust Company Litchfield, Illinois $158M AUM 35.48% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Root Financial Partners's MCY Position: Q2 2026 in Review

Root Financial Partners sold out of Mercury Insurance (MCY) in Q2 2026, closing a stake of 267 shares — an estimated $23.5K sold.

Root Financial Partners first reported a position in MCY in Q3 2025 and held it in 3 quarters. The position peaked at $23.5K in Q1 2026. 74 funds tracked by Wall St. Rank hold MCY as of Q2 2026.

  • Root Financial Partners reported no remaining Mercury Insurance position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 267 Mercury Insurance shares in Q2 2026, an estimated $23.5K.
  • Root Financial Partners first reported a position in Mercury Insurance in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Mercury Insurance position peaked at $23.5K in Q1 2026.
  • 74 funds tracked by Wall St. Rank held Mercury Insurance as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.