DiNuzzo Private Wealth, Inc. MCY — MERCURY GENL CORP NEW

Ownership history in DiNuzzo Private Wealth, Inc.  ·  11 quarters on record

AI Ownership Summary

DiNuzzo Private Wealth, Inc. reported MERCURY GENL CORP NEW (MCY) in 11 quarterly 13F filings from 2024 Q1 through 2026 Q2. The latest visible filing shows MCY at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MCY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DiNuzzo Private Wealth, Inc.'s position in MERCURY GENL CORP NEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

MCY was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MCY stock page DiNuzzo Private Wealth, Inc. fund profile DiNuzzo Private Wealth, Inc. full holdings
How DiNuzzo Private Wealth, Inc. held MCY — position size vs. price
% of Fund (quarterly)    MCY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 14 — 0% 0.00% $1K 2026-07-10 $109.26
2026 Q1 ADDED — — — 14 +2 +16.7% 0.00% $1K 2026-04-08 $92.69
2025 Q4 UNCHANGED — — — 12 — 0% 0.00% $1K 2026-01-16 $90.48
2025 Q3 UNCHANGED — — — 12 — 0% 0.00% $928 2025-10-14 $80.77
2025 Q2 UNCHANGED — — — 12 — 0% 0.00% $809 2025-07-17 $66.97
2025 Q1 REDUCED 20.0% +21.1% ❌ 12 -3 -20.0% 0.00% $671 2025-04-25 $52.88
2024 Q4 ADDED — — — 15 +3 +25.0% 0.00% $998 2025-01-23 $48.85
2024 Q3 UNCHANGED — — — 12 — 0% 0.00% $756 2024-10-17 $66.15
2024 Q2 ADDED — — — 12 +2 +20.0% 0.00% $638 2024-07-30 $56.82
2024 Q1 UNCHANGED — — — 10 — 0% 0.00% $516 2024-05-06 $53.87
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MCY

As of 2026 Q2 — sorted by position size

Bank & Trust Co 1.31% Baron Wealth Management LLC 3Y 0.06% GAMMA Investing LLC 0.0% Financial Management Professionals, Inc. 3Y 7Y 0.0% Assenagon Asset Management S.A. 3Y 7Y 0.0% Versant Capital Management, Inc 3Y 7Y 0.0% Handelsbanken Fonder AB 3Y 7Y 0.0% Torren Management, LLC 0.0% Marquette Asset Management, LLC 3Y 7Y 0.0% JFS WEALTH ADVISORS, LLC 3Y 7Y 0.0%

FAQ About DiNuzzo Private Wealth, Inc. and MCY

These are the practical questions this page is built to answer before you even open the full history table.

How long has DiNuzzo Private Wealth, Inc. reported owning MCY?

DiNuzzo Private Wealth, Inc. reported MCY across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported MCY position in DiNuzzo Private Wealth, Inc.'s portfolio?

The largest reported portfolio weight for MCY was 0.00% in 2026 Q2.

What is the latest reported MCY position on this page?

The most recent filing on this page is 2026 Q2, when DiNuzzo Private Wealth, Inc. reported 14 shares, equal to 0.00% of portfolio, with an estimated market value of $1K.

What does the chart on this MCY ownership page compare?

The chart compares DiNuzzo Private Wealth, Inc.'s quarterly MCY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did DiNuzzo Private Wealth, Inc. time their MCY position?

Based on 13F filing dates vs. subsequent MCY price moves, DiNuzzo Private Wealth, Inc. correctly timed 4 out of 5 reported position changes (80%). The annualised alpha on MCY relative to SPY over the holding period was +331.9%.

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