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True Wealth Design’s Mercury Insurance MCY Stock Holding History

True Wealth Design’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 		$33.7K Sell
316
-8
-2% -$788 0.01% 632
2026
Q1 		$28.6K Hold
324
– – 0.01% 579
2025
Q4 		$30.5K Sell
324
-1
-0.3% -$87 0.01% 469
2025
Q3 		$27.6K Buy
325
+46
+16% +$3.39K 0.01% 493
2025
Q2 		$18.8K Buy
279
+5
+2% +$297 0.01% 400
2025
Q1 		$15.3K Buy
274
+134
+96% +$7.22K 0.01% 385
2024
Q4 		$9.31K Buy
140
+26
+23% +$1.83K ﹤0.01% 433
2024
Q3 		$7.18K Buy
+114
New +$6.77K ﹤0.01% 487

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

True Wealth Design's MCY Position: Q2 2026 in Review

True Wealth Design reduced its Mercury Insurance (MCY) stake by 2.5% in Q2 2026, selling an estimated $788 and leaving 316 shares worth $33.7K. The position accounts for 0.01% of the portfolio, ranked #632.

True Wealth Design first reported a position in MCY in Q3 2024 and has held it in 8 quarters since. 346 funds tracked by Wall St. Rank hold MCY as of Q2 2026.

  • True Wealth Design held 316 shares of Mercury Insurance worth $33.7K as of Q2 2026.
  • True Wealth Design sold 8 Mercury Insurance shares in Q2 2026, an estimated $788.
  • Mercury Insurance made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #632 holding.
  • True Wealth Design first reported a position in Mercury Insurance in Q3 2024 and has held it in 8 quarters since.
  • 346 funds tracked by Wall St. Rank held Mercury Insurance as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.