WIM

Wittenberg Investment Management’s Mercury Insurance MCY Stock Holding History

Wittenberg Investment Management’s Portfolio MCY Stock Details MCY Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$400K	Sell	5,938 -200	-3%	-$13.5K	0.17%	54
2025 Q1	$343K	Sell	6,138 -1,125	-15%	-$62.9K	0.15%	53
2024 Q4	$483K	Sell	7,263 -808	-10%	-$53.7K	0.19%	48
2024 Q3	$5.08M	Sell	8,071 -400	-5%	-$252K	1.63%	13
2024 Q2	$450K	Sell	8,471 -200	-2%	-$10.6K	0.15%	58
2024 Q1	$447K	Hold	8,671	–	–	0.15%	62
2023 Q4	$324K	Sell	8,671 -500	-5%	-$18.7K	0.11%	70
2023 Q3	$257K	Hold	9,171	–	–	0.09%	70
2023 Q2	$278K	Hold	9,171	–	–	0.1%	70
2023 Q1	$291K	Hold	9,171	–	–	0.11%	69
2022 Q4	$314K	Hold	9,171	–	–	0.13%	66
2022 Q3	$261K	Hold	9,171	–	–	0.11%	70
2022 Q2	$406K	Sell	9,171 -77	-0.8%	-$3.41K	0.17%	60
2022 Q1	$509K	Sell	9,248 -1,200	-11%	-$66K	0.19%	52
2021 Q4	$554K	Sell	10,448 -397	-4%	-$21.1K	0.2%	56
2021 Q3	$604K	Hold	10,845	–	–	0.23%	47
2021 Q2	$704K	Hold	10,845	–	–	0.28%	39
2021 Q1	$659K	Sell	10,845 -150	-1%	-$9.12K	0.3%	37
2020 Q4	$574K	Hold	10,995	–	–	0.28%	39
2020 Q3	$455K	Sell	10,995 -100	-0.9%	-$4.14K	0.24%	44
2020 Q2	$452K	Sell	11,095 -250	-2%	-$10.2K	0.25%	45
2020 Q1	$462K	Sell	11,345 -250	-2%	-$10.2K	0.25%	43
2019 Q4	$565K	Hold	11,595	–	–	0.22%	51
2019 Q3	$648K	Sell	11,595 -500	-4%	-$27.9K	0.28%	47
2019 Q2	$756K	Sell	12,095 -300	-2%	-$18.8K	0.32%	47
2019 Q1	$621K	Sell	12,395 -134	-1%	-$6.71K	0.26%	49
2018 Q4	$648K	Buy	12,529 +134	+1%	+$6.93K	0.31%	46
2018 Q3	$622K	Hold	12,395	–	–	0.25%	48
2018 Q2	$565K	Sell	12,395 -550	-4%	-$25.1K	0.24%	52
2018 Q1	$594K	Hold	12,945	–	–	0.26%	49
2017 Q4	$692K	Sell	12,945 -500	-4%	-$26.7K	0.3%	47
2017 Q3	$762K	Sell	13,445 -125	-0.9%	-$7.08K	0.33%	46
2017 Q2	$733K	Hold	13,570	–	–	0.33%	43
2017 Q1	$828K	Sell	13,570 -200	-1%	-$12.2K	0.4%	39
2016 Q4	$829K	Buy	+13,770	New	+$829K	0.38%	40