Rothschild Investment LLC’s Mercury Insurance MCY Stock Holding History

Rothschild Investment LLC’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	$28.1K	Hold	264	–	–	﹤0.01%	1431
2026 Q1	$23.3K	Buy	264 +14	+6%	+$1.25K	﹤0.01%	1356
2025 Q4	$23.5K	Buy	250 +6	+2%	+$521	﹤0.01%	1269
2025 Q3	$20.7K	Sell	244 -1	-0.4%	-$74	﹤0.01%	1219
2025 Q2	$16.5K	Sell	245 -160	-40%	-$9.52K	﹤0.01%	1066
2025 Q1	$22.6K	Buy	405 +20	+5%	+$1.08K	﹤0.01%	971
2024 Q4	$25.6K	Hold	385	–	–	﹤0.01%	939
2024 Q3	$24.2K	Buy	385 +20	+5%	+$1.19K	﹤0.01%	956
2024 Q2	$19.4K	Buy	365 +15	+4%	+$813	﹤0.01%	980
2024 Q1	$18.1K	Hold	350	–	–	﹤0.01%	946
2023 Q4	$13.1K	Buy	+350	New	+$12.1K	﹤0.01%	943

Other funds holding MCY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Rothschild Investment LLC's MCY Position: Q2 2026 in Review

Rothschild Investment LLC held its Mercury Insurance (MCY) position steady in Q2 2026 at 264 shares worth $28.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1431.

Rothschild Investment LLC first reported a position in MCY in Q4 2023 and has held it in 11 quarters since. 144 funds tracked by Wall St. Rank hold MCY as of Q2 2026.

Rothschild Investment LLC held 264 shares of Mercury Insurance worth $28.1K as of Q2 2026.
Rothschild Investment LLC left its Mercury Insurance share count unchanged in Q2 2026.
Mercury Insurance made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1431 holding.
Rothschild Investment LLC first reported a position in Mercury Insurance in Q4 2023 and has held it in 11 quarters since.
144 funds tracked by Wall St. Rank held Mercury Insurance as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.