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Creative Planning MCY Position History
Mercury General Corporation
Quarters held
7
Latest value
$1.9M
Q3 2026
Peak value
$1.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $658K |
| Q4 2025 | $1.1M |
| Q1 2026 | $1.1M |
| Q2 2026 | $4K |
| Q2 2026 | $1.4M |
| Q3 2026 | $10K |
| Q3 2026 | $1.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.9M | 19.1K | — | — |
| Q3 2026 | $10K | 106 | — | — |
| Q2 2026 | $1.4M | 13.4K | — | — |
| Q2 2026 | $4K | 40 | — | — |
| Q1 2026 | $1.1M | 12.9K | — | — |
| Q4 2025 | $1.1M | 11.4K | — | — |
| Q3 2025 | $658K | 7.8K | — | — |
Other funds holding MCY
$163.9M
$123.7M
$123.7M
$96.9M
$49.7M