Wellington Management Group
MCY icon

Wellington Management Group’s Mercury Insurance MCY Stock Holding History

Wellington Management Group’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
2021
Q4 		– Sell
-4,968
Closed -$277K – 2246
2021
Q3 		$277K Sell
4,968
-7,273
-59% -$434K ﹤0.01% 2060
2021
Q2 		$795K Buy
12,241
+7,740
+172% +$490K ﹤0.01% 1816
2021
Q1 		$274K Sell
4,501
-82
-2% -$4.69K ﹤0.01% 2007
2020
Q4 		$239K Sell
4,583
-8,492
-65% -$380K ﹤0.01% 1866
2020
Q3 		$541K Sell
13,075
-1,374
-10% -$59K ﹤0.01% 1684
2020
Q2 		$589K Sell
14,449
-8,409
-37% -$338K ﹤0.01% 1611
2020
Q1 		$931K Sell
22,858
-2,540
-10% -$116K ﹤0.01% 1556
2019
Q4 		$1.24M Sell
25,398
-4,619
-15% -$232K ﹤0.01% 1658
2019
Q3 		$1.68M Hold
30,017
– – ﹤0.01% 1627
2019
Q2 		$1.88M Sell
30,017
-181
-0.6% -$10.1K ﹤0.01% 1640
2019
Q1 		$1.51M Buy
30,198
+4,514
+18% +$234K ﹤0.01% 1688
2018
Q4 		$1.33M Buy
25,684
+6,797
+36% +$370K ﹤0.01% 1739
2018
Q3 		$947K Buy
18,887
+3,994
+27% +$199K ﹤0.01% 1892
2018
Q2 		$678K Buy
+14,893
New +$702K ﹤0.01% 1963
2017
Q1 		– Sell
-4,374
Closed -$263K – 2278
2016
Q4 		$263K Hold
4,374
– – ﹤0.01% 2098
2016
Q3 		$240K Buy
+4,374
New +$236K ﹤0.01% 2114

Other funds holding MCY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Wellington Management Group's MCY Position: Q4 2021 in Review

Wellington Management Group sold out of Mercury Insurance (MCY) in Q4 2021, closing a stake of 4,968 shares — an estimated $277K sold.

Wellington Management Group first reported a position in MCY in Q3 2016 and held it in 16 quarters. The position peaked at $1.88M in Q2 2019. 250 funds tracked by Wall St. Rank hold MCY as of Q4 2021.

  • Wellington Management Group reported no remaining Mercury Insurance position as of Q4 2021 after selling out during the quarter.
  • Wellington Management Group sold 4,968 Mercury Insurance shares in Q4 2021, an estimated $277K.
  • Wellington Management Group first reported a position in Mercury Insurance in Q3 2016 and held it in 16 quarters.
  • Wellington Management Group's Mercury Insurance position peaked at $1.88M in Q2 2019.
  • 250 funds tracked by Wall St. Rank held Mercury Insurance as of Q4 2021.

Based on Wellington Management Group's 13F filing for Q4 2021, filed 11 Feb 2022.