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SageView Advisory Group’s Mercury Insurance MCY Stock Holding History

SageView Advisory Group’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
2025
Q4 		$11.8K Buy
+125
New +$10.8K ﹤0.01% 1653

Other funds holding MCY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

SageView Advisory Group's MCY Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Mercury Insurance (MCY) in Q4 2025: 125 shares worth $11.8K. The stake represents ﹤0.01% of the portfolio and ranks #1653 among its holdings.

314 funds tracked by Wall St. Rank hold MCY as of Q4 2025.

  • SageView Advisory Group held 125 shares of Mercury Insurance worth $11.8K as of Q4 2025.
  • Mercury Insurance was a new SageView Advisory Group position in Q4 2025.
  • Mercury Insurance made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #1653 holding.
  • 314 funds tracked by Wall St. Rank held Mercury Insurance as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.