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Sheets Smith Wealth Management’s Mercury Insurance MCY Stock Holding History

Sheets Smith Wealth Management’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
Q1 		– Sell
-8,030
Closed -$534K – 378
2024
Q4 		$534K Buy
8,030
+2,312
+40% +$163K 0.07% 256
2024
Q3 		$360K Buy
+5,718
New +$340K 0.04% 295

Other funds holding MCY

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
Rubric Capital Management (New York)
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DCM
DG Capital Management New York $475M AUM 36.12% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Sheets Smith Wealth Management's MCY Position: Q1 2025 in Review

Sheets Smith Wealth Management sold out of Mercury Insurance (MCY) in Q1 2025, closing a stake of 8,030 shares — an estimated $534K sold.

Sheets Smith Wealth Management first reported a position in MCY in Q3 2024 and held it in 2 quarters. The position peaked at $534K in Q4 2024. 252 funds tracked by Wall St. Rank hold MCY as of Q1 2025.

  • Sheets Smith Wealth Management reported no remaining Mercury Insurance position as of Q1 2025 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 8,030 Mercury Insurance shares in Q1 2025, an estimated $534K.
  • Sheets Smith Wealth Management first reported a position in Mercury Insurance in Q3 2024 and held it in 2 quarters.
  • Sheets Smith Wealth Management's Mercury Insurance position peaked at $534K in Q4 2024.
  • 252 funds tracked by Wall St. Rank held Mercury Insurance as of Q1 2025.

Based on Sheets Smith Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.