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Summit Global Investments’s Mercury Insurance MCY Stock Holding History

Summit Global Investments’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 		$1.26M Sell
11,839
-258
-2% -$25.4K 0.07% 152
2026
Q1 		$1.07M Sell
12,097
-729
-6% -$65.2K 0.06% 177
2025
Q4 		$1.21M Buy
+12,826
New +$1.11M 0.07% 160
2022
Q1 		– Sell
-21,788
Closed -$1.16M – 525
2021
Q4 		$1.16M Buy
+21,788
New +$1.17M 0.07% 213
2019
Q1 		– Sell
-38,206
Closed -$1.98M – 297
2018
Q4 		$1.98M Buy
+38,206
New +$2.08M 0.31% 84

Other funds holding MCY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Summit Global Investments's MCY Position: Q2 2026 in Review

Summit Global Investments reduced its Mercury Insurance (MCY) stake by 2.1% in Q2 2026, selling an estimated $25.4K and leaving 11,839 shares worth $1.26M. The position accounts for 0.07% of the portfolio, ranked #152.

Summit Global Investments first reported a position in MCY in Q4 2018 and has held it in 5 quarters since. The position peaked at $1.98M in Q4 2018. 348 funds tracked by Wall St. Rank hold MCY as of Q2 2026.

  • Summit Global Investments held 11,839 shares of Mercury Insurance worth $1.26M as of Q2 2026.
  • Summit Global Investments sold 258 Mercury Insurance shares in Q2 2026, an estimated $25.4K.
  • Mercury Insurance made up 0.07% of Summit Global Investments's portfolio in Q2 2026, its #152 holding.
  • Summit Global Investments first reported a position in Mercury Insurance in Q4 2018 and has held it in 5 quarters since.
  • Summit Global Investments's Mercury Insurance position peaked at $1.98M in Q4 2018.
  • 348 funds tracked by Wall St. Rank held Mercury Insurance as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.