Mercury General Corporation (MCY) Ownership

68.19 ↑0.00 (0.00%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Mercury General Corporation (MCY), owning a total of 4.7 million shares. Combined, the top 35 institutional holders of MCY own 43.68% of the company with a total of 24.2 million shares.

In the latest ownership report on September 30th 2024, the top 35 institutional holders increased their combined ownership of MCY by 806 thousand shares. 12 institutions bought 1,225,435 total additional shares and increased their ownership by an average of 76.02%. However 8 institutions sold 419,797 total shares and decreased their ownership by an average of 8.03%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Mercury General Corporation increased by a net total of 805,638 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	6.329%	5.535%	3,504,385	183,808	2024-09-30
Dimensional Fund Advisors, Inc.	3.685%	2.065%	2,040,522	41,287	2024-09-30
Renaissance Technologies Corp	2.104%	-0.817%	1,165,082	-9,600	2024-09-30
State Street Corp	1.825%	0.141%	1,010,426	1,421	2024-09-30
Amvescap Plc.	1.309%	45.116%	724,872	225,359	2024-09-30
Geode Capital Management, LLC	1.126%	2.510%	623,460	15,264	2024-09-30
Arrowstreet Capital Limited Partnership	0.869%	28.265%	481,395	106,082	2024-09-30
Charles Schwab Investment Management Inc	0.823%	-5.091%	455,827	-24,450	2024-09-30
Morgan Stanley - Brokerage Accounts	0.801%	-42.496%	443,596	-327,818	2024-09-30
Ameriprise Financial Inc	0.793%	-4.155%	438,840	-19,026	2024-09-30
Goldman Sachs Group Inc	0.760%	-1.234%	420,745	-5,255	2024-09-30
Driehaus Capital Management LLC	0.750%	0.886%	415,075	3,646	2024-09-30
Jacobs Levy Equity Management, Inc.	0.665%	-2.326%	368,305	-8,771	2024-09-30
Bank of New York Mellon Corp	0.521%	-7.090%	288,332	-22,001	2024-09-30
Phase 2 Partners, LLC	0.495%	142.123%	273,955	160,808	2024-09-30
Northern Trust Corp	0.491%	-1.046%	272,094	-2,876	2024-09-30
Assenagon Asset Management SA	0.387%	607.540%	214,427	184,121	2024-09-30
Point72 Asset Management, L.P.	0.375%	0.000%	207,500	207,500	2024-09-30
Qube Research & Technologies	0.347%	65.396%	192,061	75,939	2024-09-30
Hennessy Advisors, Inc.	0.325%	12.641%	180,000	20,200	2024-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	8.440%	0.146%	4,673,404	6,800	2024-06-30
Vanguard Group Inc	6.329%	5.535%	3,504,385	183,808	2024-09-30
Dimensional Fund Advisors, Inc.	3.685%	2.065%	2,040,522	41,287	2024-09-30
Semper Augustus Investments Group LLC	2.519%	0.054%	1,394,980	756	2024-06-30
Renaissance Technologies Corp	2.104%	-0.817%	1,165,082	-9,600	2024-09-30
State Street Corporation	1.862%	1.082%	1,030,979	11,039	2024-03-31
State Street Corp	1.825%	0.141%	1,010,426	1,421	2024-09-30
Amvescap Plc.	1.309%	45.116%	724,872	225,359	2024-09-30
Geode Capital Management, LLC	1.126%	2.510%	623,460	15,264	2024-09-30
Old Republic International Corp	1.015%	0.000%	562,000	0	2022-09-30
Arrowstreet Capital Limited Partnership	0.869%	28.265%	481,395	106,082	2024-09-30
Charles Schwab Investment Management Inc	0.823%	-5.091%	455,827	-24,450	2024-09-30
Morgan Stanley - Brokerage Accounts	0.801%	-42.496%	443,596	-327,818	2024-09-30
Ameriprise Financial Inc	0.793%	-4.155%	438,840	-19,026	2024-09-30
ABSHER WEALTH MANAGEMENT, LLC	0.770%	-39.083%	426,238	-273,468	2024-06-30
Goldman Sachs Group Inc	0.760%	-1.234%	420,745	-5,255	2024-09-30
Driehaus Capital Management LLC	0.750%	0.886%	415,075	3,646	2024-09-30
Jacobs Levy Equity Management, Inc.	0.665%	-2.326%	368,305	-8,771	2024-09-30
Citadel Advisors Llc	0.619%	140.220%	342,698	200,038	2023-03-31
Nuveen Asset Management, LLC	0.530%	-10.890%	293,687	-35,890	2024-06-30
Bank of New York Mellon Corp	0.521%	-7.090%	288,332	-22,001	2024-09-30
Phase 2 Partners, LLC	0.495%	142.123%	273,955	160,808	2024-09-30
Northern Trust Corp	0.491%	-1.046%	272,094	-2,876	2024-09-30
Bridgeway Capital Management, LLC	0.472%	4.200%	261,411	10,536	2023-12-31
ProShare Advisors LLC	0.458%	-60.118%	253,400	-381,979	2022-09-30
Millennium Management LLC	0.454%	30.433%	251,298	58,633	2023-09-30
Speece Thorson Capital Group Inc	0.441%	-24.444%	244,232	-79,013	2024-03-31
D. E. Shaw & Co LP	0.429%	-11.405%	237,285	-30,545	2023-06-30
Assenagon Asset Management SA	0.387%	607.540%	214,427	184,121	2024-09-30
Point72 Asset Management, L.P.	0.375%	0.000%	207,500	207,500	2024-09-30
Baird Financial Group, Inc.	0.350%	-1.958%	193,540	-3,865	2024-06-30
Qube Research & Technologies	0.347%	65.396%	192,061	75,939	2024-09-30
Hennessy Advisors, Inc.	0.325%	12.641%	180,000	20,200	2024-09-30
Principal Financial Group Inc	0.296%	58.609%	163,840	60,542	2022-09-30
Wallace Capital Management, INC.	0.243%	-2.425%	134,699	-3,348	2022-09-30

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of Mercury General Corporation (MCY), owning a total of 1.7 million shares. Combined, the top 37 mutual fund holders of MCY own 26.44% of the company with a total of 14.6 million shares.

In the latest ownership report on November 30th 2024, the top 37 fund holders increased their combined ownership of MCY by 4 thousand shares. 1 funds bought 4,480 total additional shares and increased their ownership by an average of 2.17%. However 1 funds sold 29 total shares and decreased their ownership by an average of 0.02%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Mercury General Corporation increased by a net total of 4,451 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	3.147%	0.000%	1,742,593	0	2024-11-30
iShares Russell 2000 ETF	1.436%	0.000%	794,833	0	2024-11-30
iShares S&P Small-Cap 600 Value ETF	0.492%	0.000%	272,416	0	2024-11-30
iShares Russell 2000 Value ETF	0.426%	0.000%	236,033	0	2024-11-30
Avantis US Small Cap Value ETF	0.380%	2.174%	210,527	4,480	2024-11-30
Schwab Fundamental U.S. Small CompanyETF	0.330%	-0.016%	182,876	-29	2024-11-30

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	3.147%	0.000%	1,742,593	0	2024-11-30
SA Fundamental Intrinsic Value Equity	2.495%	0.513%	1,381,724	7,057	2024-06-30
Vanguard Total Stock Mkt Idx Inv	1.573%	0.164%	870,948	1,423	2024-10-31
Vanguard Instl Ttl Stck Mkt Idx Tr	1.543%	1.213%	854,232	10,234	2023-03-31
iShares Russell 2000 ETF	1.436%	0.000%	794,833	0	2024-11-30
Vanguard Small Cap Index	1.256%	0.195%	695,401	1,350	2024-10-31
ProShares S&P MidCap 400 Dividend Arst	1.007%	23.920%	557,625	107,636	2022-07-31
Vanguard Small Cap Value Index Inv	0.847%	-0.034%	469,096	-160	2024-10-31
Schwab US Dividend Equity ETF™	0.802%	0.055%	443,834	245	2023-02-28
DFA US Targeted Value I	0.714%	0.000%	395,152	0	2024-10-31
Vanguard Institutional Extnd Mkt Idx Tr	0.711%	-0.300%	393,834	-1,184	2024-10-31
Vanguard Extended Market Index Investor	0.656%	-0.025%	363,408	-89	2023-08-31
Dimensional US Targeted Value ETF	0.557%	0.049%	308,510	150	2024-11-29
BGF World Financials A2	0.510%	-2.067%	282,523	-5,962	2024-08-31
Fidelity Small Cap Index	0.493%	-0.424%	273,076	-1,162	2024-09-30
iShares S&P Small-Cap 600 Value ETF	0.492%	0.000%	272,416	0	2024-11-30
Fidelity® Small Cap Index	0.468%	2.815%	259,079	7,094	2023-10-31
DFA US Micro Cap I	0.455%	0.000%	251,758	0	2024-10-31
BlackRock Advantage Small Cap Core Instl	0.451%	-35.285%	249,823	-136,214	2024-01-31
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.438%	0.093%	242,673	225	2024-11-29
iShares Russell 2000 Value ETF	0.426%	0.000%	236,033	0	2024-11-30
SPDR® Portfolio S&P 600 Sm Cap ETF	0.424%	-0.143%	234,767	-336	2024-05-30
Goldman Sachs US Eq Div and Prem Instl	0.416%	3.740%	230,199	8,300	2022-03-31
DFA US Small Cap I	0.415%	0.000%	229,550	0	2023-07-31
WisdomTree US SmallCap Dividend ETF	0.407%	0.000%	225,380	0	2022-11-30
Invesco KBW Property & Casualty Ins ETF	0.405%	0.000%	224,076	0	2024-11-29
Schwab Fundamental US Small Company ETF	0.404%	0.000%	223,652	0	2024-05-31
CREF Stock R1	0.400%	0.000%	221,230	0	2024-08-31
Avantis US Small Cap Value ETF	0.380%	2.174%	210,527	4,480	2024-11-30
Heptagon Driehaus US Micro Cap Eq C$ Acc	0.371%	-0.871%	205,482	-1,805	2024-05-31
Columbia Small Cap Value I A	0.346%	0.897%	191,336	1,700	2024-09-30
Columbia Small Cap Value I	0.346%	-7.926%	191,336	-16,470	2024-09-30
SPDR® S&P 600 Small Cap Value ETF	0.339%	-0.205%	187,720	-386	2024-02-29
Vanguard Tax-Managed Small Cap Adm	0.336%	0.000%	186,214	0	2024-10-31
Schwab Fundamental U.S. Small CompanyETF	0.330%	-0.016%	182,876	-29	2024-11-30
Hennessy Cornerstone Growth Investor	0.325%	12.641%	180,000	20,200	2024-09-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.319%	6.389%	176,501	10,600	2024-06-30