Mercury General Ownership | Who Owns Mercury General?


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Mercury General Ownership Summary


Mercury General is owned by 46.25% institutional investors, 52.03% insiders, and 1.72% retail investors. Blackrock is the largest institutional shareholder, holding 8.44% of MCY shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 2.87% of its assets in Mercury General shares.

MCY Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockMercury General46.25%52.03%1.72%
SectorFinancial Services Stocks 51.64%15.54%32.82%
IndustryProperty & Casualty Insurance Stocks67.79%14.88%17.33%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock4.67M8.44%$248.34M
Blackrock funding, inc. /de4.56M8.23%$306.90M
Vanguard group3.67M6.63%$243.98M
Dimensional fund advisors lp2.06M3.71%$136.74M
Renaissance1.15M2.08%$76.44M
State street1.01M1.82%$53.62M
Invesco725.74K1.31%$48.25M
Geode capital management622.72K1.12%$41.41M
Dg capital management608.59K1.10%$40.98M
Arrowstreet capital, limited partnership584.56K1.06%$39.36M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Dg capital management608.59K12.45%$40.98M
Phase 2 partners142.90K7.13%$9.50M
Bank & trust23.81K1.27%$1.60M
Sheets smith investment management19.28K1.09%$1.28M
Goldentree asset management lp162.72K1.06%$10.94M
Lakewood capital management, lp158.22K0.80%$10.65M
Islay capital management15.71K0.68%$1.06M
Westwood group560.67K0.33%$37.76M
Fj capital management38.07K0.27%$2.56M
Counterpoint mutual funds40.00K0.24%$2.69B

Top Buyers

HolderShares% AssetsChange
Vanguard group3.67M0.00%165.63K
Goldentree asset management lp162.72K1.06%162.72K
Jacobs levy equity management377.08K0.08%155.38K
Aqr capital management216.59K0.02%101.49K
Jpmorgan chase133.32K0.00%93.28K

Top Sellers

HolderShares% AssetsChange
Assenagon asset management---957.69K
Driehaus capital management---415.07K
Diameter capital partners lp---350.00K
Ameriprise financial146.52K0.00%-292.32K
Morgan stanley385.71K0.00%-246.27K

New Positions

HolderShares% AssetsChangeValue
Goldentree asset management lp162.72K1.06%162.72K$10.94M
Norges bank85.00K0.00%85.00K$5.65M
Counterpoint mutual funds40.00K0.24%40.00K$2.69B
Fj capital management38.07K0.27%38.07K$2.56M
Tudor investment corp et al29.64K0.00%29.64K$2.00M

Sold Out

HolderChange
Mendota financial group-2.00
Corecap advisors-3.00
Frazier financial advisors-5.00
Stephens consulting-10.00
Global financial private client-12.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 20252711.50%25,616,286-8.53%461.81%120-4.76%10212.09%
Mar 31, 2025265-7.99%27,994,71016.51%502.68%125-17.22%904.65%
Dec 31, 20242671.14%23,945,4880.69%432.34%14410.77%78-10.34%
Sep 30, 20242638.68%23,781,7350.23%422.34%1317.38%876.10%
Jun 30, 20242372.60%23,688,3442.43%422.45%119-0.83%8110.96%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
iShares Core S&P Small-Cap ETF1.59M2.87%244.00
SA Fundamental Intrinsic Value Equity1.38M2.50%7.06K
Vanguard Total Stock Mkt Idx Inv871.94K1.57%-18.48K
Vanguard US Total Market Shares ETF869.52K1.57%-
Vanguard Small Cap Index671.88K1.21%-4.35K
iShares Russell 2000 ETF642.60K1.16%-12.18K
BGF World Financials A2 USD467.27K0.84%36.38K
Vanguard Small Cap Value Index Inv432.95K0.78%1.17K
BGF World Financials A2428.73K0.77%-
Avantis US Small Cap Value ETF410.04K0.74%1.20K

Recent Insider Transactions


DateNameRoleActivityValue
May 23, 2025Joseph Victor George President & COOBuy$899.25K
May 16, 2025Zhang Ximeng Simon See RemarksBuy$92.87K
Jan 07, 2025Ribisi Mark Allan President of AIS subsidiaryBuy$3.56K
Dec 05, 2024TIRADOR GABRIEL President & CEOSell$537.63K
Dec 03, 2024Sullivan Heidi C. VP/Chief Human Capital OfficerSell$83.15K

Insider Transactions Trends


DateBuySell
2025 Q11-
2024 Q4-3
2023 Q4--
2023 Q31-
2023 Q22-

MCY Ownership FAQ


Who Owns Mercury General?

Mercury General shareholders are primarily institutional investors at 46.25%, followed by 52.03% insiders and 1.72% retail investors. The average institutional ownership in Mercury General's industry, Property & Casualty Insurance Stocks, is 67.79%, which Mercury General falls below.

Who owns the most shares of Mercury General?

Mercury General’s largest shareholders are Blackrock (4.67M shares, 8.44%), Blackrock funding, inc. /de (4.56M shares, 8.23%), and Vanguard group (3.67M shares, 6.63%). Together, they hold 23.30% 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?

Dg capital management is Mercury General’s biggest shareholder by percentage of total assets invested, with 12.45% of its assets in 608.58K Mercury General shares, valued at 40.98M$.

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 2.87% of its total shares outstanding invested in 1.59M Mercury General shares.

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