Root Financial Partners
MCY icon

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
Q3 		$30.3K Buy
+307
New +$32.2K ﹤0.01% 1335
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

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Root Financial Partners's MCY Position: Q3 2026 in Review

Root Financial Partners opened a new position in Mercury Insurance (MCY) in Q3 2026: 307 shares worth $30.3K. The stake represents ﹤0.01% of the portfolio and ranks #1335 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in MCY as recently as Q1 2026.

Root Financial Partners first reported a position in MCY in Q3 2025 and has held it in 4 quarters since. 275 funds tracked by Wall St. Rank hold MCY as of Q3 2026.

  • Root Financial Partners held 307 shares of Mercury Insurance worth $30.3K as of Q3 2026.
  • Mercury Insurance was a new Root Financial Partners position in Q3 2026.
  • Mercury Insurance made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1335 holding.
  • Root Financial Partners first reported a position in Mercury Insurance in Q3 2025 and has held it in 4 quarters since.
  • 275 funds tracked by Wall St. Rank held Mercury Insurance as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.