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 |
|