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Wealthspire Advisors (New York)’s Mercury Insurance MCY Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-26
Closed -$2.2K – 2130
2025
Q3 		$2.2K Buy
+26
New +$1.92K ﹤0.01% 2583

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RCMNY
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Renaissance Technologies
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American Century Companies
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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

Wealthspire Advisors (New York)'s MCY Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Mercury Insurance (MCY) in Q4 2025, closing a stake of 26 shares — an estimated $2.2K sold.

Wealthspire Advisors (New York) first reported a position in MCY in Q3 2025 and held it in 1 quarter. The position peaked at $2.2K in Q3 2025. 315 funds tracked by Wall St. Rank hold MCY as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Mercury Insurance position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 26 Mercury Insurance shares in Q4 2025, an estimated $2.2K.
  • Wealthspire Advisors (New York) first reported a position in Mercury Insurance in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Mercury Insurance position peaked at $2.2K in Q3 2025.
  • 315 funds tracked by Wall St. Rank held Mercury Insurance as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.