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Wallace Capital Management’s Mercury Insurance MCY Stock Holding History

Wallace Capital 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
2025
Q1 		– Sell
-57,236
Closed -$3.81M – 86
2024
Q4 		$3.81M Sell
57,236
-2,287
-4% -$161K 0.52% 23
2024
Q3 		$3.75M Sell
59,523
-71
-0.1% -$4.22K 0.51% 22
2024
Q2 		$3.17M Sell
59,594
-479
-0.8% -$25.9K 0.46% 23
2024
Q1 		$3.1M Sell
60,073
-1,284
-2% -$56.6K 0.42% 25
2023
Q4 		$2.29M Sell
61,357
-1,330
-2% -$46.1K 0.34% 30
2023
Q3 		$1.76M Sell
62,687
-35,937
-36% -$1.06M 0.27% 34
2023
Q2 		$2.99M Sell
98,624
-966
-1% -$29.5K 0.46% 29
2023
Q1 		$3.16M Sell
99,590
-5,358
-5% -$183K 0.52% 28
2022
Q4 		$3.59M Sell
104,948
-29,751
-22% -$989K 0.56% 27
2022
Q3 		$3.83M Sell
134,699
-3,348
-2% -$121K 0.64% 26
2022
Q2 		$6.17M Sell
138,047
-46,170
-25% -$2.28M 0.93% 27
2022
Q1 		$9.38M Sell
184,217
-2,249
-1% -$121K 1.41% 17
2021
Q4 		$9.89M Buy
186,466
+1,537
+0.8% +$82.6K 1.39% 19
2021
Q3 		$10.3M Buy
184,929
+1,585
+0.9% +$94.6K 1.4% 20
2021
Q2 		$11.9M Buy
183,344
+3,716
+2% +$235K 1.56% 18
2021
Q1 		$11.7M Buy
179,628
+12,438
+7% +$712K 1.53% 18
2020
Q4 		$8.73M Sell
167,190
-2,482
-1% -$111K 1.33% 19
2020
Q3 		$7.02M Buy
+169,672
New +$7.29M 1.23% 20

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
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DCM
DG Capital Management New York $326M AUM 39.67% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Wallace Capital Management's MCY Position: Q1 2025 in Review

Wallace Capital Management sold out of Mercury Insurance (MCY) in Q1 2025, closing a stake of 57,236 shares — an estimated $3.81M sold.

Wallace Capital Management first reported a position in MCY in Q3 2020 and held it in 18 quarters. The position peaked at $11.9M in Q2 2021. 252 funds tracked by Wall St. Rank hold MCY as of Q1 2025.

  • Wallace Capital Management reported no remaining Mercury Insurance position as of Q1 2025 after selling out during the quarter.
  • Wallace Capital Management sold 57,236 Mercury Insurance shares in Q1 2025, an estimated $3.81M.
  • Wallace Capital Management first reported a position in Mercury Insurance in Q3 2020 and held it in 18 quarters.
  • Wallace Capital Management's Mercury Insurance position peaked at $11.9M in Q2 2021.
  • 252 funds tracked by Wall St. Rank held Mercury Insurance as of Q1 2025.

Based on Wallace Capital Management's 13F filing for Q1 2025, filed 15 May 2025.