Whittier Trust’s Mercury Insurance MCY Stock Holding History

Whittier Trust’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 Q3	–	Sell	-400	Closed	-$18K	–	1716
2022 Q2	$18K	Sell	400 -5,600	-93%	-$277K	﹤0.01%	1198
2022 Q1	$330K	Sell	6,000 -1,000	-14%	-$53.9K	0.01%	570
2021 Q4	$371K	Buy	7,000 +1,000	+17%	+$53.7K	0.01%	546
2021 Q3	$334K	Hold	6,000	–	–	0.01%	545
2021 Q2	$390K	Hold	6,000	–	–	0.01%	513
2021 Q1	$365K	Hold	6,000	–	–	0.01%	527
2020 Q4	$313K	Hold	6,000	–	–	0.01%	511
2020 Q3	$248K	Hold	6,000	–	–	0.01%	532
2020 Q2	$245K	Hold	6,000	–	–	0.01%	507
2020 Q1	$244K	Hold	6,000	–	–	0.01%	479
2019 Q4	$292K	Hold	6,000	–	–	0.01%	486
2019 Q3	$335K	Hold	6,000	–	–	0.01%	460
2019 Q2	$375K	Hold	6,000	–	–	0.01%	436
2019 Q1	$300K	Hold	6,000	–	–	0.01%	465
2018 Q4	$310K	Hold	6,000	–	–	0.01%	437
2018 Q3	$301K	Hold	6,000	–	–	0.01%	449
2018 Q2	$273K	Hold	6,000	–	–	0.01%	455
2018 Q1	$275K	Buy	+6,000	New	+$286K	0.01%	458
2017 Q1	–	Sell	-300	Closed	-$18K	–	1367
2016 Q4	$18K	Buy	+300	New	+$17K	﹤0.01%	896
2016 Q1	–	Sell	-4,000	Closed	-$186K	–	1204
2015 Q4	$186K	Sell	4,000 -1,000	-20%	-$50.7K	0.01%	475
2015 Q3	$253K	Hold	5,000	–	–	0.01%	422
2015 Q2	$278K	Hold	5,000	–	–	0.01%	433
2015 Q1	$289K	Buy	+5,000	New	+$281K	0.01%	419

Other funds holding MCY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AWM

Absher Wealth Management Chapel Hill, North Carolina $878M AUM 14.84% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SAIG

Semper Augustus Investments Group Highlands Ranch, Colorado $885M AUM 30.72% 1-Year Est. Return

Whittier Trust's MCY Position: Q3 2022 in Review

Whittier Trust sold out of Mercury Insurance (MCY) in Q3 2022, closing a stake of 400 shares — an estimated $18K sold.

Whittier Trust first reported a position in MCY in Q1 2015 and held it in 23 quarters. The position peaked at $390K in Q2 2021. 204 funds tracked by Wall St. Rank hold MCY as of Q3 2022.

Whittier Trust reported no remaining Mercury Insurance position as of Q3 2022 after selling out during the quarter.
Whittier Trust sold 400 Mercury Insurance shares in Q3 2022, an estimated $18K.
Whittier Trust first reported a position in Mercury Insurance in Q1 2015 and held it in 23 quarters.
Whittier Trust's Mercury Insurance position peaked at $390K in Q2 2021.
204 funds tracked by Wall St. Rank held Mercury Insurance as of Q3 2022.

Based on Whittier Trust's 13F filing for Q3 2022, filed 21 Oct 2022.