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VELA Investment Management’s Mercury Insurance MCY Stock Holding History

VELA Investment Management’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
2024
Q3 		– Sell
-4,397
Closed -$234K – 176
2024
Q2 		$234K Hold
4,397
– – 0.07% 160
2024
Q1 		$227K Sell
4,397
-3,000
-41% -$132K 0.08% 156
2023
Q4 		$276K Sell
7,397
-1,628
-18% -$56.5K 0.11% 149
2023
Q3 		$253K Hold
9,025
– – 0.11% 132
2023
Q2 		$273K Buy
9,025
+760
+9% +$23.2K 0.13% 129
2023
Q1 		$262K Buy
8,265
+563
+7% +$19.2K 0.12% 131
2022
Q4 		$263K Sell
7,702
-3,022
-28% -$101K 0.13% 130
2022
Q3 		$305K Buy
10,724
+2,213
+26% +$80.2K 0.17% 122
2022
Q2 		$377K Buy
+8,511
New +$421K 0.22% 114

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VELA Investment Management's MCY Position: Q3 2024 in Review

VELA Investment Management sold out of Mercury Insurance (MCY) in Q3 2024, closing a stake of 4,397 shares — an estimated $234K sold.

VELA Investment Management first reported a position in MCY in Q2 2022 and held it in 9 quarters. The position peaked at $377K in Q2 2022. 262 funds tracked by Wall St. Rank hold MCY as of Q3 2024.

  • VELA Investment Management reported no remaining Mercury Insurance position as of Q3 2024 after selling out during the quarter.
  • VELA Investment Management sold 4,397 Mercury Insurance shares in Q3 2024, an estimated $234K.
  • VELA Investment Management first reported a position in Mercury Insurance in Q2 2022 and held it in 9 quarters.
  • VELA Investment Management's Mercury Insurance position peaked at $377K in Q2 2022.
  • 262 funds tracked by Wall St. Rank held Mercury Insurance as of Q3 2024.

Based on VELA Investment Management's 13F filing for Q3 2024, filed 29 Oct 2024.