Zacks Investment Management’s Mercury Insurance MCY Stock Holding History

Zacks Investment Management’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
2026 Q2	$3.24M	Buy	+30,351	New	+$2.99M	0.02%	309
2025 Q1	–	Sell	-70,640	Closed	-$4.7M	–	716
2024 Q4	$4.7M	Sell	70,640 -5,950	-8%	-$418K	0.04%	226
2024 Q3	$4.82M	Buy	76,590 +7,648	+11%	+$454K	0.04%	218
2024 Q2	$3.66M	Buy	68,942 +11,649	+20%	+$631K	0.04%	213
2024 Q1	$2.96M	Buy	+57,293	New	+$2.53M	0.03%	264
2017 Q4	–	Sell	-34,617	Closed	-$1.96M	–	622
2017 Q3	$1.96M	Buy	+34,617	New	+$1.96M	0.05%	255
2014 Q4	–	Sell	-5,048	Closed	-$246K	–	702
2014 Q3	$246K	Buy	+5,048	New	+$249K	0.01%	593

Other funds holding MCY

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

RCMNY

Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

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

Zacks Investment Management's MCY Position: Q2 2026 in Review

Zacks Investment Management opened a new position in Mercury Insurance (MCY) in Q2 2026: 30,351 shares worth $3.24M. The stake represents 0.02% of the portfolio and ranks #309 among its holdings. This is a return to the name: Zacks Investment Management previously reported a position in MCY as recently as Q4 2024.

Zacks Investment Management first reported a position in MCY in Q3 2014 and has held it in 7 quarters since. The position peaked at $4.82M in Q3 2024. 349 funds tracked by Wall St. Rank hold MCY as of Q2 2026.

Zacks Investment Management held 30,351 shares of Mercury Insurance worth $3.24M as of Q2 2026.
Mercury Insurance was a new Zacks Investment Management position in Q2 2026.
Mercury Insurance made up 0.02% of Zacks Investment Management's portfolio in Q2 2026, its #309 holding.
Zacks Investment Management first reported a position in Mercury Insurance in Q3 2014 and has held it in 7 quarters since.
Zacks Investment Management's Mercury Insurance position peaked at $4.82M in Q3 2024.
349 funds tracked by Wall St. Rank held Mercury Insurance as of Q2 2026.

Based on Zacks Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.