Position in MCY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$8,550,390
+$1,523,513 QoQ
Shares Held
80,195
+0.6% QoQ
Ownership
0.145%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#47
of 345 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MCY Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Aptus Capital Advisors, LLC holds $93,898,757 across 11 Insurance - Property & Casualty names. MCY ranks #3 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
212,597 | $46,441,814 | |
| 2 | THG |
Hanover Insurance Group, Inc.
|
91,287 | $19,546,372 | |
| 3 | MCY |
Mercury General Corp
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|
80,195 | $8,550,390 | |
| 4 | CB |
Chubb Ltd
|
24,844 | $8,465,344 | |
| 5 | TRV |
Travelers Companies, Inc.
|
21,390 | $7,061,266 | |
| 6 | ALL |
Allstate Corp
|
4,312 | $1,025,997 | |
| 7 | WRB |
Berkley W R Corp
|
11,878 | $837,755 | |
| 8 | MKL |
Markel Group Inc.
|
370 | $722,613 |
All Filings in MCY
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,550,390 | 80,195 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $7,026,877 | 79,715 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $7,419,264 | 78,878 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,656,416 | 78,514 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||