Speece Thorson Capital Group’s Mercury Insurance MCY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$982K Sell
14,586
-571
-4% -$38.4K 0.2% 38
2025
Q1
$847K Hold
15,157
0.17% 40
2024
Q4
$1.01M Sell
15,157
-124,554
-89% -$8.28M 0.2% 39
2024
Q3
$8.8M Sell
139,711
-407
-0.3% -$25.6K 1.63% 35
2024
Q2
$7.45M Sell
140,118
-104,114
-43% -$5.53M 1.52% 35
2024
Q1
$12.6M Sell
244,232
-79,013
-24% -$4.08M 2.44% 22
2023
Q4
$12.1M Sell
323,245
-60,490
-16% -$2.26M 2.47% 24
2023
Q3
$10.8M Buy
383,735
+66,574
+21% +$1.87M 2.37% 23
2023
Q2
$9.6M Sell
317,161
-1,981
-0.6% -$60K 1.96% 30
2023
Q1
$10.1M Buy
319,142
+14,963
+5% +$475K 2.13% 25
2022
Q4
$10.4M Buy
304,179
+37,434
+14% +$1.28M 2.23% 25
2022
Q3
$7.58M Buy
+266,745
New +$7.58M 1.73% 32
2021
Q3
Sell
-3,500
Closed -$227K 46
2021
Q2
$227K Hold
3,500
0.05% 47
2021
Q1
$213K Buy
+3,500
New +$213K 0.04% 47
2019
Q3
Sell
-3,500
Closed -$219K 41
2019
Q2
$219K Buy
+3,500
New +$219K 0.06% 41
2018
Q4
Sell
-123,829
Closed -$6.21M 42
2018
Q3
$6.21M Sell
123,829
-56,686
-31% -$2.84M 1.44% 35
2018
Q2
$8.22M Sell
180,515
-5,276
-3% -$240K 1.73% 32
2018
Q1
$8.52M Buy
185,791
+65,304
+54% +$3M 1.81% 29
2017
Q4
$6.44M Sell
120,487
-793
-0.7% -$42.4K 1.28% 36
2017
Q3
$6.88M Buy
121,280
+1,304
+1% +$73.9K 1.43% 35
2017
Q2
$6.48M Buy
119,976
+75,759
+171% +$4.09M 1.35% 36
2017
Q1
$2.7M Sell
44,217
-45,004
-50% -$2.75M 0.57% 39
2016
Q4
$5.37M Sell
89,221
-12,141
-12% -$731K 1.2% 38
2016
Q3
$5.56M Buy
101,362
+836
+0.8% +$45.9K 1.19% 39
2016
Q2
$5.34M Buy
100,526
+1,495
+2% +$79.5K 1.16% 39
2016
Q1
$5.5M Sell
99,031
-34,836
-26% -$1.93M 1.23% 37
2015
Q4
$6.23M Buy
133,867
+703
+0.5% +$32.7K 1.52% 32
2015
Q3
$6.73M Sell
133,164
-390
-0.3% -$19.7K 1.67% 31
2015
Q2
$7.43M Sell
133,554
-880
-0.7% -$49K 1.79% 29
2015
Q1
$7.76M Buy
134,434
+1,860
+1% +$107K 1.82% 29
2014
Q4
$7.51M Sell
132,574
-1,550
-1% -$87.8K 1.83% 29
2014
Q3
$6.55M Buy
134,124
+5,660
+4% +$276K 1.67% 31
2014
Q2
$6.04M Sell
128,464
-920
-0.7% -$43.3K 1.54% 33
2014
Q1
$5.83M Buy
129,384
+7,060
+6% +$318K 1.54% 34
2013
Q4
$6.08M Sell
122,324
-1,744
-1% -$86.7K 1.61% 34
2013
Q3
$5.99M Sell
124,068
-1,680
-1% -$81.2K 1.66% 31
2013
Q2
$5.53M Buy
+125,748
New +$5.53M 1.61% 30