SFG
MCY icon

Steward Financial Group’s Mercury Insurance MCY Stock Holding History

Steward Financial Group’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
2023
Q3 		$1K Buy
+38
New +$1.12K ﹤0.01% 1199
2022
Q3 		– Sell
-12
Closed – – 807
2022
Q2 		$0 Buy
+12
New +$593 ﹤0.01% 1201

Other funds holding MCY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAIG
Semper Augustus Investments Group Highlands Ranch, Colorado $837M AUM 42.35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AWM
Absher Wealth Management Chapel Hill, North Carolina $853M AUM 14.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Steward Financial Group's MCY Position: Q3 2023 in Review

Steward Financial Group opened a new position in Mercury Insurance (MCY) in Q3 2023: 38 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1199 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in MCY as recently as Q2 2022.

Steward Financial Group first reported a position in MCY in Q2 2022 and has held it in 2 quarters since. 170 funds tracked by Wall St. Rank hold MCY as of Q3 2023.

  • Steward Financial Group held 38 shares of Mercury Insurance worth $1K as of Q3 2023.
  • Mercury Insurance was a new Steward Financial Group position in Q3 2023.
  • Mercury Insurance made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1199 holding.
  • Steward Financial Group first reported a position in Mercury Insurance in Q2 2022 and has held it in 2 quarters since.
  • 170 funds tracked by Wall St. Rank held Mercury Insurance as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.