Wallace Capital Management’s Mercury Insurance MCY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-57,236
| Closed | -$3.81M | – | 86 |
|
|
2024
Q4 | $3.81M | Sell |
57,236
-2,287
| -4% | -$152K | 0.52% | 23 |
|
|
2024
Q3 | $3.75M | Sell |
59,523
-71
| -0.1% | -$4.47K | 0.51% | 22 |
|
|
2024
Q2 | $3.17M | Sell |
59,594
-479
| -0.8% | -$25.5K | 0.46% | 23 |
|
|
2024
Q1 | $3.1M | Sell |
60,073
-1,284
| -2% | -$66.3K | 0.42% | 25 |
|
|
2023
Q4 | $2.29M | Sell |
61,357
-1,330
| -2% | -$49.6K | 0.34% | 30 |
|
|
2023
Q3 | $1.76M | Sell |
62,687
-35,937
| -36% | -$1.01M | 0.27% | 34 |
|
|
2023
Q2 | $2.99M | Sell |
98,624
-966
| -1% | -$29.2K | 0.46% | 29 |
|
|
2023
Q1 | $3.16M | Sell |
99,590
-5,358
| -5% | -$170K | 0.52% | 28 |
|
|
2022
Q4 | $3.59M | Sell |
104,948
-29,751
| -22% | -$1.02M | 0.56% | 27 |
|
|
2022
Q3 | $3.83M | Sell |
134,699
-3,348
| -2% | -$95.1K | 0.64% | 26 |
|
|
2022
Q2 | $6.17M | Sell |
138,047
-46,170
| -25% | -$2.06M | 0.93% | 27 |
|
|
2022
Q1 | $9.38M | Sell |
184,217
-2,249
| -1% | -$115K | 1.41% | 17 |
|
|
2021
Q4 | $9.89M | Buy |
186,466
+1,537
| +0.8% | +$81.6K | 1.39% | 19 |
|
|
2021
Q3 | $10.3M | Buy |
184,929
+1,585
| +0.9% | +$88.2K | 1.4% | 20 |
|
|
2021
Q2 | $11.9M | Buy |
183,344
+3,716
| +2% | +$241K | 1.56% | 18 |
|
|
2021
Q1 | $11.7M | Buy |
179,628
+12,438
| +7% | +$810K | 1.53% | 18 |
|
|
2020
Q4 | $8.73M | Sell |
167,190
-2,482
| -1% | -$130K | 1.33% | 19 |
|
|
2020
Q3 | $7.02M | Buy |
+169,672
| New | +$7.02M | 1.23% | 20 |
|