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Ziegler Capital Management’s Mercury Insurance MCY Stock Holding History

Ziegler Capital 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
2022
Q4 		– Sell
-24,902
Closed -$708K – 411
2022
Q3 		$708K Sell
24,902
-147
-0.6% -$5.33K 0.03% 326
2022
Q2 		$1.11M Buy
25,049
+680
+3% +$33.6K 0.05% 288
2022
Q1 		$1.34M Sell
24,369
-3,100
-11% -$167K 0.06% 254
2021
Q4 		$1.46M Sell
27,469
-2,760
-9% -$148K 0.05% 267
2021
Q3 		$1.68M Buy
30,229
+290
+1% +$17.3K 0.06% 267
2021
Q2 		$1.95M Sell
29,939
-2,125
-7% -$135K 0.07% 257
2021
Q1 		$1.95M Sell
32,064
-771
-2% -$44.1K 0.06% 257
2020
Q4 		$1.71M Buy
32,835
+808
+3% +$36.1K 0.06% 248
2020
Q3 		$1.32M Sell
32,027
-242
-0.7% -$10.4K 0.05% 264
2020
Q2 		$1.31M Sell
32,269
-5,170
-14% -$208K 0.04% 264
2020
Q1 		$1.52M Buy
+37,439
New +$1.71M 0.04% 308

Other funds holding MCY

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AWM
Absher Wealth Management Chapel Hill, North Carolina $878M AUM 14.84% 1-Year Est. Return
Invesco
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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ziegler Capital Management's MCY Position: Q4 2022 in Review

Ziegler Capital Management sold out of Mercury Insurance (MCY) in Q4 2022, closing a stake of 24,902 shares — an estimated $708K sold.

Ziegler Capital Management first reported a position in MCY in Q1 2020 and held it in 11 quarters. The position peaked at $1.95M in Q1 2021. 199 funds tracked by Wall St. Rank hold MCY as of Q4 2022.

  • Ziegler Capital Management reported no remaining Mercury Insurance position as of Q4 2022 after selling out during the quarter.
  • Ziegler Capital Management sold 24,902 Mercury Insurance shares in Q4 2022, an estimated $708K.
  • Ziegler Capital Management first reported a position in Mercury Insurance in Q1 2020 and held it in 11 quarters.
  • Ziegler Capital Management's Mercury Insurance position peaked at $1.95M in Q1 2021.
  • 199 funds tracked by Wall St. Rank held Mercury Insurance as of Q4 2022.

Based on Ziegler Capital Management's 13F filing for Q4 2022, filed 24 Jan 2023.