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

Steward Partners Investment Advisory’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 		$172K Hold
1,950
– – ﹤0.01% 2094
2025
Q4 		$183K Sell
1,950
-1,400
-42% -$121K ﹤0.01% 1966
2025
Q3 		$284K Sell
3,350
-8,375
-71% -$618K ﹤0.01% 1683
2025
Q2 		$790K Buy
11,725
+9,600
+452% +$571K 0.01% 1088
2025
Q1 		$119K Buy
2,125
+1,100
+107% +$59.3K ﹤0.01% 1924
2024
Q4 		$68.1K Buy
+1,025
New +$72.1K ﹤0.01% 2175
2021
Q4 		– Sell
-50
Closed -$3K – 3265
2021
Q3 		$3K Hold
50
– – ﹤0.01% 2932
2021
Q2 		$3K Sell
50
-880
-95% -$55.8K ﹤0.01% 6784
2021
Q1 		$56.6K Buy
930
+880
+1,760% +$50.4K ﹤0.01% 1924
2020
Q4 		$3K Buy
+50
New +$2.24K ﹤0.01% 2637

Other funds holding MCY

BlackRock
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
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
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

Steward Partners Investment Advisory's MCY Position: Q1 2026 in Review

Steward Partners Investment Advisory held its Mercury Insurance (MCY) position steady in Q1 2026 at 1,950 shares worth $172K. The position accounts for ﹤0.01% of the portfolio, ranked #2094.

Steward Partners Investment Advisory first reported a position in MCY in Q4 2020 and has held it in 10 quarters since. The position peaked at $790K in Q2 2025. 306 funds tracked by Wall St. Rank hold MCY as of Q1 2026.

  • Steward Partners Investment Advisory held 1,950 shares of Mercury Insurance worth $172K as of Q1 2026.
  • Steward Partners Investment Advisory left its Mercury Insurance share count unchanged in Q1 2026.
  • Mercury Insurance made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2094 holding.
  • Steward Partners Investment Advisory first reported a position in Mercury Insurance in Q4 2020 and has held it in 10 quarters since.
  • Steward Partners Investment Advisory's Mercury Insurance position peaked at $790K in Q2 2025.
  • 306 funds tracked by Wall St. Rank held Mercury Insurance as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.