Wealth Enhancement Advisory Services

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

Bank & Trust Company Litchfield, Illinois $158M AUM 35.48% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return