SWM
MCY icon

SHP Wealth Management’s Mercury Insurance MCY Stock Holding History

SHP 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
2026
Q1 		– Sell
-100
Closed -$9.38K – 1877
2025
Q4 		$9.38K Buy
+100
New +$8.68K ﹤0.01% 849

Other funds holding MCY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

SHP Wealth Management's MCY Position: Q1 2026 in Review

SHP Wealth Management sold out of Mercury Insurance (MCY) in Q1 2026, closing a stake of 100 shares — an estimated $9.38K sold.

SHP Wealth Management first reported a position in MCY in Q4 2025 and held it in 1 quarter. The position peaked at $9.38K in Q4 2025. 308 funds tracked by Wall St. Rank hold MCY as of Q1 2026.

  • SHP Wealth Management reported no remaining Mercury Insurance position as of Q1 2026 after selling out during the quarter.
  • SHP Wealth Management sold 100 Mercury Insurance shares in Q1 2026, an estimated $9.38K.
  • SHP Wealth Management first reported a position in Mercury Insurance in Q4 2025 and held it in 1 quarter.
  • SHP Wealth Management's Mercury Insurance position peaked at $9.38K in Q4 2025.
  • 308 funds tracked by Wall St. Rank held Mercury Insurance as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.