Mercury General Ownership | Who Owns Mercury General?

Overview Forecast RevenueFinancials Chart Transcripts

Mercury General Ownership Summary

Mercury General is owned by 43.25% institutional investors, 52.10% insiders, and 4.66% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 8.51% of MCY shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 2.97% of its assets in Mercury General shares.

MCY Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Mercury General	43.25%	52.10%	4.66%
Sector	Financial Services Stocks	40.29%	14.61%	45.11%
Industry	Property & Casualty Insurance Stocks	52.55%	13.48%	33.97%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	4.71M	8.51%	$313.21M
Blackrock	4.67M	8.44%	$248.34M
Vanguard group	3.67M	6.63%	$243.98M
Dimensional fund advisors lp	2.06M	3.71%	$136.74M
Renaissance	1.15M	2.08%	$76.44M
State street	1.01M	1.82%	$53.62M
Invesco	725.74K	1.31%	$48.25M
Geode capital management	622.72K	1.12%	$41.41M
Goldman sachs group	509.80K	0.92%	$33.89M
Arrowstreet capital, limited partnership	485.77K	0.88%	$32.29M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Phase 2 partners	142.90K	7.13%	$9.50M
Western standard	147.64K	6.54%	$9.82M
Absher wealth management	426.24K	3.18%	$22.65M
Bank & trust	25.22K	1.41%	$1.68M
Sheets smith investment management	19.28K	1.09%	$1.28M
Lakewood capital management, lp	176.70K	0.77%	$9.39M
Globeflex capital l p	113.00K	0.64%	$7.51M
Wallace capital management	57.24K	0.52%	$3.81M
Hennessy advisors	192.30K	0.38%	$12.78M
Olympiad research lp	4.86K	0.34%	$323.16K

Top Buyers

Holder	Shares	% Assets	Change
Lakewood capital management, lp	176.70K	0.77%	176.70K
Vanguard group	3.67M	0.00%	165.63K
Jacobs levy equity management	377.08K	0.08%	155.38K
American century companies	304.99K	0.01%	148.30K
Western standard	147.64K	6.54%	147.64K

Top Sellers

Holder	Shares	% Assets	Change
Driehaus capital management	-	-	-415.07K
Ameriprise financial	146.52K	0.00%	-292.32K
Absher wealth management	426.24K	3.18%	-273.47K
Morgan stanley	385.71K	0.00%	-246.27K
Assenagon asset management	-	-	-214.43K

New Positions

Holder	Shares	% Assets	Change	Value
Lakewood capital management, lp	176.70K	0.77%	176.70K	$9.39M
Western standard	147.64K	6.54%	147.64K	$9.82M
Norges bank	85.00K	0.00%	85.00K	$5.65M
Raymond james financial	39.04K	0.00%	39.04K	$2.59M
Dynamic technology lab private	22.61K	0.24%	22.61K	$1.50M

Sold Out

Holder	Change
Mendota financial group	-2.00
Capital performance advisors llp	-19.00
Innealta capital	-22.00
Harbour investments	-25.00
Westend capital management	-33.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2024	267	1.14%	23,945,488	0.69%	43	2.34%	144	10.77%	78	-10.34%
Sep 30, 2024	263	8.68%	23,781,735	0.23%	42	2.34%	131	7.38%	87	6.10%
Jun 30, 2024	237	2.60%	23,688,344	2.43%	42	2.45%	119	-0.83%	81	10.96%
Mar 31, 2024	231	26.92%	23,127,286	0.45%	41	2.42%	120	46.34%	73	1.39%
Dec 31, 2023	182	7.69%	23,023,026	-1.00%	41	2.36%	82	13.89%	72	7.46%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Small-Cap ETF	1.64M	2.97%	1.10K
SA Fundamental Intrinsic Value Equity	1.38M	2.50%	7.06K
Vanguard Total Stock Mkt Idx Inv	871.06K	1.57%	-64.00
Vanguard US Total Market Shares ETF	869.52K	1.57%	-
iShares Russell 2000 ETF	716.58K	1.29%	-6.21K
Vanguard Small Cap Index	690.33K	1.25%	-16.46K
Vanguard Small Cap Value Index Inv	448.05K	0.81%	-16.88K
Vanguard Institutional Extnd Mkt Idx Tr	414.87K	0.75%	9.72K
DFA US Targeted Value I	395.15K	0.71%	-
Avantis US Small Cap Value ETF	345.18K	0.62%	860.00

Recent Insider Transactions

Date	Name	Role	Activity	Value
Jan 07, 2025	Ribisi Mark Allan	President of AIS subsidiary	Buy	$3.56K
Dec 05, 2024	TIRADOR GABRIEL	President & CEO	Sell	$537.63K
Dec 03, 2024	Sullivan Heidi C.	VP/Chief Human Capital Officer	Sell	$83.15K
Nov 04, 2024	Sullivan Heidi C.	VP/Chief Human Capital Officer	Sell	$215.05K
Aug 28, 2023	Little Joshua Eric	-	Buy	$7.14K

Insider Transactions Trends

Date	Buy	Sell
2025 Q1	1	-
2024 Q4	-	3
2023 Q4	-	-
2023 Q3	1	-
2023 Q2	2	-

MCY Ownership FAQ

Who Owns Mercury General?

Mercury General shareholders are primarily institutional investors at 43.25%, followed by 52.10% insiders and 4.65% retail investors. The average institutional ownership in Mercury General's industry, Property & Casualty Insurance Stocks, is 52.55%, which Mercury General falls below.

Who owns the most shares of Mercury General?

Mercury General’s largest shareholders are Blackrock funding, inc. /de (4.71M shares, 8.51%), Blackrock (4.67M shares, 8.44%), and Vanguard group (3.67M shares, 6.63%). Together, they hold 23.58% of Mercury General’s total shares outstanding.

Does Blackrock own Mercury General?

Yes, BlackRock owns 8.44% of Mercury General, totaling 4.67M shares as of Jun 2024. This represents 0.01% of BlackRock's total assets, with a market value of 248.34M$. In the last quarter, BlackRock increased its holdings by 6.8K shares, a 0.15% change.

Who is Mercury General’s biggest shareholder by percentage of total assets invested?

Phase 2 partners is Mercury General’s biggest shareholder by percentage of total assets invested, with 7.13% of its assets in 142.9K Mercury General shares, valued at 9.5M$.

Who is the top mutual fund holder of Mercury General shares?

iShares Core S&P Small-Cap ETF is the top mutual fund holder of Mercury General shares, with 2.97% of its total shares outstanding invested in 1.64M Mercury General shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis

Discover trending investment themes
Find your next best investment
Research stocks using tools