Steward Partners Investment Advisory’s Mercury Insurance MCY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$284K Sell
2025
Q2
$790K Buy
2025
Q1
$119K Buy
2024
Q4
$68.1K Buy
2021
Q4
Sell
2021
Q3
$3K Hold
2021
Q2
$3K Sell
2021
Q1
$56.6K Buy
2020
Q4
$3K Buy