TW
MCY icon

Trajan Wealth’s Mercury Insurance MCY Stock Holding History

Trajan Wealth’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 		– Sell
-2,174
Closed -$204K – 158
2025
Q4 		$204K Sell
2,174
-193
-8% -$16.7K 0.01% 150
2025
Q3 		$201K Sell
2,367
-737
-24% -$54.4K 0.01% 157
2025
Q2 		$209K Sell
3,104
-773
-20% -$46K 0.01% 139
2025
Q1 		$217K Buy
3,877
+498
+15% +$26.9K 0.01% 140
2024
Q4 		$225K Sell
3,379
-699
-17% -$49.2K 0.01% 153
2024
Q3 		$257K Sell
4,078
-868
-18% -$51.6K 0.02% 142
2024
Q2 		$263K Sell
4,946
-513
-9% -$27.8K 0.02% 135
2024
Q1 		$282K Buy
+5,459
New +$241K 0.02% 137

Other funds holding MCY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 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
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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DCM
DG Capital Management New York $475M AUM 36.12% 1-Year Est. Return

Trajan Wealth's MCY Position: Q1 2026 in Review

Trajan Wealth sold out of Mercury Insurance (MCY) in Q1 2026, closing a stake of 2,174 shares — an estimated $204K sold.

Trajan Wealth first reported a position in MCY in Q1 2024 and held it in 8 quarters. The position peaked at $282K in Q1 2024. 309 funds tracked by Wall St. Rank hold MCY as of Q1 2026.

  • Trajan Wealth reported no remaining Mercury Insurance position as of Q1 2026 after selling out during the quarter.
  • Trajan Wealth sold 2,174 Mercury Insurance shares in Q1 2026, an estimated $204K.
  • Trajan Wealth first reported a position in Mercury Insurance in Q1 2024 and held it in 8 quarters.
  • Trajan Wealth's Mercury Insurance position peaked at $282K in Q1 2024.
  • 309 funds tracked by Wall St. Rank held Mercury Insurance as of Q1 2026.

Based on Trajan Wealth's 13F filing for Q1 2026, filed 14 May 2026.