WI
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WBI Investments’s Mercury Insurance MCY Stock Holding History

WBI Investments’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
2022
Q2 		– Sell
-3,930
Closed -$216K – 166
2022
Q1 		$216K Sell
3,930
-4,087
-51% -$220K 0.04% 172
2021
Q4 		$425K Buy
8,017
+3,283
+69% +$176K 0.07% 142
2021
Q3 		$263K Sell
4,734
-1,334
-22% -$79.7K 0.04% 167
2021
Q2 		$394K Sell
6,068
-3,781
-38% -$240K 0.06% 135
2021
Q1 		$599K Buy
9,849
+4,133
+72% +$237K 0.09% 136
2020
Q4 		$298K Sell
5,716
-1,509
-21% -$67.5K 0.05% 150
2020
Q3 		$299K Buy
7,225
+1,272
+21% +$54.7K 0.05% 101
2020
Q2 		$243K Sell
5,953
-2,175
-27% -$87.3K 0.04% 94
2020
Q1 		$331K Buy
+8,128
New +$371K 0.06% 67
2019
Q3 		– Sell
-139,363
Closed -$8.71M – 254
2019
Q2 		$8.71M Buy
139,363
+121,056
+661% +$6.76M 0.77% 24
2019
Q1 		$917K Buy
18,307
+9,179
+101% +$476K 0.07% 183
2018
Q4 		$472K Sell
9,128
-6,376
-41% -$347K 0.05% 70
2018
Q3 		$778K Buy
+15,504
New +$773K 0.04% 209
2018
Q1 		– Sell
-5,957
Closed -$318K – 271
2017
Q4 		$318K Sell
5,957
-3,375
-36% -$186K 0.01% 267
2017
Q3 		$529K Buy
+9,332
New +$528K 0.02% 235

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

WBI Investments's MCY Position: Q2 2022 in Review

WBI Investments sold out of Mercury Insurance (MCY) in Q2 2022, closing a stake of 3,930 shares — an estimated $216K sold.

WBI Investments first reported a position in MCY in Q3 2017 and held it in 15 quarters. The position peaked at $8.71M in Q2 2019. 233 funds tracked by Wall St. Rank hold MCY as of Q2 2022.

  • WBI Investments reported no remaining Mercury Insurance position as of Q2 2022 after selling out during the quarter.
  • WBI Investments sold 3,930 Mercury Insurance shares in Q2 2022, an estimated $216K.
  • WBI Investments first reported a position in Mercury Insurance in Q3 2017 and held it in 15 quarters.
  • WBI Investments's Mercury Insurance position peaked at $8.71M in Q2 2019.
  • 233 funds tracked by Wall St. Rank held Mercury Insurance as of Q2 2022.

Based on WBI Investments's 13F filing for Q2 2022, filed 25 Jul 2022.