VWA
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Valued Wealth Advisors’s Mercury Insurance MCY Stock Holding History

Valued 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 		$11.7K Buy
110
+23
+26% +$2.27K ﹤0.01% 284
2026
Q1 		$7.67K Buy
+87
New +$7.78K ﹤0.01% 332

Other funds holding MCY

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $497M AUM 52.58% 1-Year Est. Return
BTC
Bank & Trust Company Litchfield, Illinois $158M AUM 35.48% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Valued Wealth Advisors's MCY Position: Q2 2026 in Review

Valued Wealth Advisors increased its Mercury Insurance (MCY) stake by 26% in Q2 2026, buying an estimated $2.27K and bringing the position to 110 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #284.

Valued Wealth Advisors first reported a position in MCY in Q1 2026 and has held it in 2 quarters since. 55 funds tracked by Wall St. Rank hold MCY as of Q2 2026.

  • Valued Wealth Advisors held 110 shares of Mercury Insurance worth $11.7K as of Q2 2026.
  • Valued Wealth Advisors bought 23 Mercury Insurance shares in Q2 2026, an estimated $2.27K.
  • Mercury Insurance made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #284 holding.
  • Valued Wealth Advisors first reported a position in Mercury Insurance in Q1 2026 and has held it in 2 quarters since.
  • 55 funds tracked by Wall St. Rank held Mercury Insurance as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.