Wealth Enhancement Advisory Services
MCY icon

Wealth Enhancement Advisory Services’s Mercury Insurance MCY Stock Holding History

Wealth Enhancement Advisory Services’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 		$1.45M Buy
13,294
+280
+2% +$27.6K ﹤0.01% 1804
2026
Q1 		$1.15M Buy
13,014
+1,856
+17% +$166K ﹤0.01% 1707
2025
Q4 		$985K Buy
11,158
+18
+0.2% +$1.56K ﹤0.01% 1969
2025
Q3 		$954K Buy
11,140
+1,319
+13% +$97.3K ﹤0.01% 1900
2025
Q2 		$661K Buy
9,821
+2,951
+43% +$176K ﹤0.01% 2007
2025
Q1 		$384K Buy
+6,870
New +$370K ﹤0.01% 2237

Other funds holding MCY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wealth Enhancement Advisory Services's MCY Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Mercury Insurance (MCY) stake by 2.2% in Q2 2026, buying an estimated $27.6K and bringing the position to 13,294 shares worth $1.45M. The position accounts for ﹤0.01% of the portfolio, ranked #1804.

Wealth Enhancement Advisory Services first reported a position in MCY in Q1 2025 and has held it in 6 quarters since. 348 funds tracked by Wall St. Rank hold MCY as of Q2 2026.

  • Wealth Enhancement Advisory Services held 13,294 shares of Mercury Insurance worth $1.45M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 280 Mercury Insurance shares in Q2 2026, an estimated $27.6K.
  • Mercury Insurance made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1804 holding.
  • Wealth Enhancement Advisory Services first reported a position in Mercury Insurance in Q1 2025 and has held it in 6 quarters since.
  • 348 funds tracked by Wall St. Rank held Mercury Insurance as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.