Stratos Wealth Partners’s Mercury Insurance MCY Stock Holding History

Stratos Wealth Partners’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 Q2	$270K	Buy	+2,532	New	+$249K	﹤0.01%	1472
2025 Q1	–	Sell	-6,695	Closed	-$445K	–	1460
2024 Q4	$445K	Buy	6,695 +24	+0.4%	+$1.69K	0.01%	985
2024 Q3	$420K	Buy	+6,671	New	+$396K	0.01%	997
2018 Q4	–	Sell	-614	Closed	-$31K	–	1804
2018 Q3	$31K	Buy	+614	New	+$30.6K	﹤0.01%	1667
2018 Q2	–	Sell	-614	Closed	-$28K	–	1918
2018 Q1	$28K	Hold	614	–	–	﹤0.01%	1870
2017 Q4	$33K	Buy	+614	New	+$33.8K	﹤0.01%	1717

Other funds holding MCY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

RCMNY

Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Stratos Wealth Partners's MCY Position: Q2 2026 in Review

Stratos Wealth Partners opened a new position in Mercury Insurance (MCY) in Q2 2026: 2,532 shares worth $270K. The stake represents ﹤0.01% of the portfolio and ranks #1472 among its holdings. This is a return to the name: Stratos Wealth Partners previously reported a position in MCY as recently as Q4 2024.

Stratos Wealth Partners first reported a position in MCY in Q4 2017 and has held it in 6 quarters since. The position peaked at $445K in Q4 2024. 348 funds tracked by Wall St. Rank hold MCY as of Q2 2026.

Stratos Wealth Partners held 2,532 shares of Mercury Insurance worth $270K as of Q2 2026.
Mercury Insurance was a new Stratos Wealth Partners position in Q2 2026.
Mercury Insurance made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #1472 holding.
Stratos Wealth Partners first reported a position in Mercury Insurance in Q4 2017 and has held it in 6 quarters since.
Stratos Wealth Partners's Mercury Insurance position peaked at $445K in Q4 2024.
348 funds tracked by Wall St. Rank held Mercury Insurance as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.