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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 $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