SFA
MCY icon

Sequoia Financial Advisors’s Mercury Insurance MCY Stock Holding History

Sequoia Financial Advisors’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 		$218K Buy
+2,040
New +$201K ﹤0.01% 1923
2026
Q1 		– Sell
-2,930
Closed -$276K – 2008
2025
Q4 		$276K Buy
+2,930
New +$254K ﹤0.01% 1606

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 $3.38T AUM 44.17% 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

Sequoia Financial Advisors's MCY Position: Q2 2026 in Review

Sequoia Financial Advisors opened a new position in Mercury Insurance (MCY) in Q2 2026: 2,040 shares worth $218K. The stake represents ﹤0.01% of the portfolio and ranks #1923 among its holdings. This is a return to the name: Sequoia Financial Advisors previously reported a position in MCY as recently as Q4 2025.

Sequoia Financial Advisors first reported a position in MCY in Q4 2025 and has held it in 2 quarters since. The position peaked at $276K in Q4 2025. 348 funds tracked by Wall St. Rank hold MCY as of Q2 2026.

  • Sequoia Financial Advisors held 2,040 shares of Mercury Insurance worth $218K as of Q2 2026.
  • Mercury Insurance was a new Sequoia Financial Advisors position in Q2 2026.
  • Mercury Insurance made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1923 holding.
  • Sequoia Financial Advisors first reported a position in Mercury Insurance in Q4 2025 and has held it in 2 quarters since.
  • Sequoia Financial Advisors's Mercury Insurance position peaked at $276K in Q4 2025.
  • 348 funds tracked by Wall St. Rank held Mercury Insurance as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.