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Twin Peaks Wealth Advisors’s Mercury Insurance MCY Stock Holding History

Twin Peaks Wealth 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
2026
Q2 		– Sell
-69
Closed -$6.08K – 1393
2026
Q1 		$6.08K Buy
+69
New +$6.17K ﹤0.01% 1305
2025
Q3 		– Sell
-76
Closed -$5.62K – 1319
2025
Q2 		$5.62K Buy
+76
New +$4.52K ﹤0.01% 1260

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

Twin Peaks Wealth Advisors's MCY Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Mercury Insurance (MCY) in Q2 2026, closing a stake of 69 shares — an estimated $6.08K sold.

Twin Peaks Wealth Advisors first reported a position in MCY in Q2 2025 and held it in 2 quarters. The position peaked at $6.08K in Q1 2026. 346 funds tracked by Wall St. Rank hold MCY as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Mercury Insurance position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 69 Mercury Insurance shares in Q2 2026, an estimated $6.08K.
  • Twin Peaks Wealth Advisors first reported a position in Mercury Insurance in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Mercury Insurance position peaked at $6.08K in Q1 2026.
  • 346 funds tracked by Wall St. Rank held Mercury Insurance as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.