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Sierra Summit Advisors’s Mercury Insurance MCY Stock Holding History

Sierra Summit 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 		– Sell
-9,818
Closed -$865K – 213
2026
Q1 		$865K Sell
9,818
-561
-5% -$50.2K 0.13% 130
2025
Q4 		$976K Buy
+10,379
New +$900K 0.15% 90

Other funds holding MCY

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Vanguard Portfolio Management
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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 $3.37T AUM 44.26% 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

Sierra Summit Advisors's MCY Position: Q2 2026 in Review

Sierra Summit Advisors sold out of Mercury Insurance (MCY) in Q2 2026, closing a stake of 9,818 shares — an estimated $865K sold.

Sierra Summit Advisors first reported a position in MCY in Q4 2025 and held it in 2 quarters. The position peaked at $976K in Q4 2025. 349 funds tracked by Wall St. Rank hold MCY as of Q2 2026.

  • Sierra Summit Advisors reported no remaining Mercury Insurance position as of Q2 2026 after selling out during the quarter.
  • Sierra Summit Advisors sold 9,818 Mercury Insurance shares in Q2 2026, an estimated $865K.
  • Sierra Summit Advisors first reported a position in Mercury Insurance in Q4 2025 and held it in 2 quarters.
  • Sierra Summit Advisors's Mercury Insurance position peaked at $976K in Q4 2025.
  • 349 funds tracked by Wall St. Rank held Mercury Insurance as of Q2 2026.

Based on Sierra Summit Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.