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Trust Investment Advisors’s Mercury Insurance MCY Stock Holding History

Trust Investment Advisors’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
2022
Q3 		– Sell
-14,031
Closed -$622K – 96
2022
Q2 		$622K Buy
14,031
+569
+4% +$28.1K 0.6% 65
2022
Q1 		$740K Buy
13,462
+2,208
+20% +$119K 0.6% 66
2021
Q4 		$597K Sell
11,254
-2,213
-16% -$119K 0.47% 71
2021
Q3 		$750K Sell
13,467
-144
-1% -$8.6K 0.67% 63
2021
Q2 		$884K Buy
13,611
+634
+5% +$40.2K 0.78% 57
2021
Q1 		$789K Buy
+12,977
New +$743K 0.77% 56

Other funds holding MCY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AWM
Absher Wealth Management Chapel Hill, North Carolina $853M AUM 14.81% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SAIG
Semper Augustus Investments Group Highlands Ranch, Colorado $837M AUM 42.35% 1-Year Est. Return

Trust Investment Advisors's MCY Position: Q3 2022 in Review

Trust Investment Advisors sold out of Mercury Insurance (MCY) in Q3 2022, closing a stake of 14,031 shares — an estimated $622K sold.

Trust Investment Advisors first reported a position in MCY in Q1 2021 and held it in 6 quarters. The position peaked at $884K in Q2 2021. 204 funds tracked by Wall St. Rank hold MCY as of Q3 2022.

  • Trust Investment Advisors reported no remaining Mercury Insurance position as of Q3 2022 after selling out during the quarter.
  • Trust Investment Advisors sold 14,031 Mercury Insurance shares in Q3 2022, an estimated $622K.
  • Trust Investment Advisors first reported a position in Mercury Insurance in Q1 2021 and held it in 6 quarters.
  • Trust Investment Advisors's Mercury Insurance position peaked at $884K in Q2 2021.
  • 204 funds tracked by Wall St. Rank held Mercury Insurance as of Q3 2022.

Based on Trust Investment Advisors's 13F filing for Q3 2022, filed 3 Nov 2022.