WFA
MCY icon

Wipfli Financial Advisors’s Mercury Insurance MCY Stock Holding History

Wipfli Financial Advisors’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 		$7K Buy
+232
New +$8.41K ﹤0.01% 1972

Other funds holding MCY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AWM
Absher Wealth Management Chapel Hill, North Carolina $853M AUM 14.81% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SAIG
Semper Augustus Investments Group Highlands Ranch, Colorado $837M AUM 42.35% 1-Year Est. Return

Wipfli Financial Advisors's MCY Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Mercury Insurance (MCY) in Q3 2022: 232 shares worth $7K. The stake represents ﹤0.01% of the portfolio and ranks #1972 among its holdings.

204 funds tracked by Wall St. Rank hold MCY as of Q3 2022.

  • Wipfli Financial Advisors held 232 shares of Mercury Insurance worth $7K as of Q3 2022.
  • Mercury Insurance was a new Wipfli Financial Advisors position in Q3 2022.
  • Mercury Insurance made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1972 holding.
  • 204 funds tracked by Wall St. Rank held Mercury Insurance as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.