Sit Investment Associates’s Mercury Insurance MCY Stock Holding History

Sit Investment Associates’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	-9,510	Closed	-$632K	–	536
2024 Q4	$632K	Hold	9,510	–	–	0.01%	411
2024 Q3	$599K	Sell	9,510 -30,695	-76%	-$1.82M	0.01%	422
2024 Q2	$2.14M	Buy	40,205 +690	+2%	+$37.4K	0.05%	283
2024 Q1	$2.04M	Buy	39,515 +1,265	+3%	+$55.8K	0.05%	296
2023 Q4	$1.43M	Buy	+38,250	New	+$1.33M	0.04%	327
2020 Q4	–	Sell	-1,700	Closed	-$70K	–	539
2020 Q3	$70K	Sell	1,700 -4,500	-73%	-$193K	﹤0.01%	487
2020 Q2	$253K	Buy	+6,200	New	+$249K	0.01%	412
2018 Q2	–	Sell	-4,900	Closed	-$225K	–	552
2018 Q1	$225K	Hold	4,900	–	–	0.01%	476
2017 Q4	$262K	Hold	4,900	–	–	0.01%	465
2017 Q3	$278K	Buy	+4,900	New	+$277K	0.01%	463

Other funds holding MCY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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 Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Sit Investment Associates's MCY Position: Q1 2025 in Review

Sit Investment Associates sold out of Mercury Insurance (MCY) in Q1 2025, closing a stake of 9,510 shares — an estimated $632K sold.

Sit Investment Associates first reported a position in MCY in Q3 2017 and held it in 10 quarters. The position peaked at $2.14M in Q2 2024. 252 funds tracked by Wall St. Rank hold MCY as of Q1 2025.

Sit Investment Associates reported no remaining Mercury Insurance position as of Q1 2025 after selling out during the quarter.
Sit Investment Associates sold 9,510 Mercury Insurance shares in Q1 2025, an estimated $632K.
Sit Investment Associates first reported a position in Mercury Insurance in Q3 2017 and held it in 10 quarters.
Sit Investment Associates's Mercury Insurance position peaked at $2.14M in Q2 2024.
252 funds tracked by Wall St. Rank held Mercury Insurance as of Q1 2025.

Based on Sit Investment Associates's 13F filing for Q1 2025, filed 13 May 2025.