Wittenberg Investment Management’s Mercury Insurance MCY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $323K | Hold |
3,659
| – | – | 0.12% | 59 |
|
|
2025
Q4 | $344K | Sell |
3,659
-2,100
| -36% | -$182K | 0.13% | 58 |
|
|
2025
Q3 | $488K | Sell |
5,759
-179
| -3% | -$13.2K | 0.19% | 49 |
|
|
2025
Q2 | $400K | Sell |
5,938
-200
| -3% | -$11.9K | 0.17% | 54 |
|
|
2025
Q1 | $343K | Sell |
6,138
-1,125
| -15% | -$60.7K | 0.15% | 53 |
|
|
2024
Q4 | $483K | Sell |
7,263
-808
| -10% | -$56.8K | 0.19% | 48 |
|
|
2024
Q3 | $5.08M | Sell |
8,071
-400
| -5% | -$23.8K | 1.63% | 13 |
|
|
2024
Q2 | $450K | Sell |
8,471
-200
| -2% | -$10.8K | 0.15% | 58 |
|
|
2024
Q1 | $447K | Hold |
8,671
| – | – | 0.15% | 62 |
|
|
2023
Q4 | $324K | Sell |
8,671
-500
| -5% | -$17.3K | 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% | -$3.81K | 0.17% | 60 |
|
|
2022
Q1 | $509K | Sell |
9,248
-1,200
| -11% | -$64.7K | 0.19% | 52 |
|
|
2021
Q4 | $554K | Sell |
10,448
-397
| -4% | -$21.3K | 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% | -$8.58K | 0.3% | 37 |
|
|
2020
Q4 | $574K | Hold |
10,995
| – | – | 0.28% | 39 |
|
|
2020
Q3 | $455K | Sell |
10,995
-100
| -0.9% | -$4.3K | 0.24% | 44 |
|
|
2020
Q2 | $452K | Sell |
11,095
-250
| -2% | -$10K | 0.25% | 45 |
|
|
2020
Q1 | $462K | Sell |
11,345
-250
| -2% | -$11.4K | 0.25% | 43 |
|
|
2019
Q4 | $565K | Hold |
11,595
| – | – | 0.22% | 51 |
|
|
2019
Q3 | $648K | Sell |
11,595
-500
| -4% | -$28.6K | 0.28% | 47 |
|
|
2019
Q2 | $756K | Sell |
12,095
-300
| -2% | -$16.7K | 0.32% | 47 |
|
|
2019
Q1 | $621K | Sell |
12,395
-134
| -1% | -$6.96K | 0.26% | 49 |
|
|
2018
Q4 | $648K | Buy |
12,529
+134
| +1% | +$7.29K | 0.31% | 46 |
|
|
2018
Q3 | $622K | Hold |
12,395
| – | – | 0.25% | 48 |
|
|
2018
Q2 | $565K | Sell |
12,395
-550
| -4% | -$25.9K | 0.24% | 52 |
|
|
2018
Q1 | $594K | Hold |
12,945
| – | – | 0.26% | 49 |
|
|
2017
Q4 | $692K | Sell |
12,945
-500
| -4% | -$27.5K | 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% | -$11.9K | 0.4% | 39 |
|
|
2016
Q4 | $829K | Buy |
+13,770
| New | +$782K | 0.38% | 40 |
|
Other funds holding MCY
RCMNY
VPM
VCM
DCM
Wittenberg Investment Management's MCY Position: Q1 2026 in Review
Wittenberg Investment Management held its Mercury Insurance (MCY) position steady in Q1 2026 at 3,659 shares worth $323K. The position accounts for 0.12% of the portfolio, ranked #59.
Wittenberg Investment Management first reported a position in MCY in Q4 2016 and has held it in 38 quarters since. The position peaked at $5.08M in Q3 2024. 306 funds tracked by Wall St. Rank hold MCY as of Q1 2026.
- Wittenberg Investment Management held 3,659 shares of Mercury Insurance worth $323K as of Q1 2026.
- Wittenberg Investment Management left its Mercury Insurance share count unchanged in Q1 2026.
- Mercury Insurance made up 0.12% of Wittenberg Investment Management's portfolio in Q1 2026, its #59 holding.
- Wittenberg Investment Management first reported a position in Mercury Insurance in Q4 2016 and has held it in 38 quarters since.
- Wittenberg Investment Management's Mercury Insurance position peaked at $5.08M in Q3 2024.
- 306 funds tracked by Wall St. Rank held Mercury Insurance as of Q1 2026.
Based on Wittenberg Investment Management's 13F filing for Q1 2026, filed 14 May 2026.