Sittner & Nelson’s Mercury Insurance MCY Stock Holding History

Sittner & Nelson’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	$346K	Hold	3,930	–	–	0.13%	122
2025 Q4	$374K	Sell	3,930 -50	-1%	-$4.34K	0.13%	114
2025 Q3	$337K	Hold	3,980	–	–	0.12%	110
2025 Q2	$268K	Hold	3,980	–	–	0.11%	122
2025 Q1	$222K	Hold	3,980	–	–	0.09%	127
2024 Q4	$265K	Hold	3,980	–	–	0.11%	110
2024 Q3	$251K	Hold	3,980	–	–	0.11%	116
2024 Q2	$211K	Hold	3,980	–	–	0.1%	108
2024 Q1	$205K	Hold	3,980	–	–	0.1%	115
2023 Q4	$148K	Sell	3,980 -1,400	-26%	-$48.6K	0.08%	134
2023 Q3	$151K	Sell	5,380 -2,000	-27%	-$59K	0.09%	130
2023 Q2	$223K	Sell	7,380 -3,965	-35%	-$121K	0.12%	101
2023 Q1	$360K	Sell	11,345 -4,160	-27%	-$142K	0.21%	82
2022 Q4	$530K	Buy	15,505 +657	+4%	+$21.8K	0.32%	57
2022 Q3	$422K	Buy	14,848 +4,198	+39%	+$152K	0.28%	60
2022 Q2	$472K	Buy	10,650 +1,302	+14%	+$64.4K	0.31%	59
2022 Q1	$514K	Hold	9,348	–	–	0.3%	55
2021 Q4	$496K	Buy	9,348 +18	+0.2%	+$967	0.29%	61
2021 Q3	$519K	Buy	9,330 +3,400	+57%	+$203K	0.34%	55
2021 Q2	$385K	Hold	5,930	–	–	0.27%	64
2021 Q1	$361K	Hold	5,930	–	–	0.27%	68
2020 Q4	$310K	Buy	+5,930	New	+$265K	0.28%	67

Other funds holding MCY

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

RCMNY

Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 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

Sittner & Nelson's MCY Position: Q1 2026 in Review

Sittner & Nelson held its Mercury Insurance (MCY) position steady in Q1 2026 at 3,930 shares worth $346K. The position accounts for 0.13% of the portfolio, ranked #122.

Sittner & Nelson first reported a position in MCY in Q4 2020 and has held it in 22 quarters since. The position peaked at $530K in Q4 2022. 305 funds tracked by Wall St. Rank hold MCY as of Q1 2026.

Sittner & Nelson held 3,930 shares of Mercury Insurance worth $346K as of Q1 2026.
Sittner & Nelson left its Mercury Insurance share count unchanged in Q1 2026.
Mercury Insurance made up 0.13% of Sittner & Nelson's portfolio in Q1 2026, its #122 holding.
Sittner & Nelson first reported a position in Mercury Insurance in Q4 2020 and has held it in 22 quarters since.
Sittner & Nelson's Mercury Insurance position peaked at $530K in Q4 2022.
305 funds tracked by Wall St. Rank held Mercury Insurance as of Q1 2026.

Based on Sittner & Nelson's 13F filing for Q1 2026, filed 12 May 2026.