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Mercury General Ownership | Who Owns Mercury General?

OverviewForecastRevenueFinancialsChartTranscripts

Mercury General Ownership Summary

Mercury General is owned by 50.54% institutional investors, 52.00% insiders. 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 2.88% of its assets in Mercury General shares.

MCY Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockMercury General50.54%52.00%-2.55%
SectorFinancial Services Stocks 71.97%15.45%12.58%
IndustryProperty & Casualty Insurance Stocks47.94%13.15%38.90%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock funding, inc. /de4.71M8.51%$313.21M
Blackrock4.67M8.44%$248.34M
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
Goldman sachs group509.80K0.92%$33.89M
Arrowstreet capital, limited partnership485.77K0.88%$32.29M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Phase 2 partners142.90K7.13%$9.50M
Absher wealth management426.24K3.18%$22.65M
Bank & trust25.22K1.41%$1.68M
Sheets smith investment management19.28K1.09%$1.28M
Lakewood capital management, lp176.70K0.77%$9.39M
Hennessy advisors192.30K0.38%$12.78M
Lighthouse investment partners97.17K0.21%$5.16M
Speece thorson capital group15.16K0.20%$1.01M
Wittenberg investment management7.26K0.19%$482.87K
Interval partners, lp91.16K0.12%$6.06M

Top Buyers

HolderShares% AssetsChange
Lakewood capital management, lp176.70K0.77%176.70K
Vanguard group3.67M0.00%165.63K
Jacobs levy equity management377.08K0.08%155.38K
American century companies304.99K0.01%148.30K
Aqr capital management216.59K0.02%101.49K

Top Sellers

HolderShares% AssetsChange
Driehaus capital management---415.07K
Ameriprise financial146.52K0.00%-292.32K
Absher wealth management426.24K3.18%-273.47K
Morgan stanley385.71K0.00%-246.27K
Point72 asset management---218.31K

New Positions

HolderShares% AssetsChangeValue
Lakewood capital management, lp176.70K0.77%176.70K$9.39M
Norges bank85.00K0.00%85.00K$5.65M
Raymond james financial39.04K0.00%39.04K$2.59M
O'shaughnessy asset management19.57K0.01%19.57K$1.30M
Sheets smith investment management19.28K1.09%19.28K$1.28M

Sold Out

HolderChange
Mendota financial group-2.00
Frazier financial advisors-5.00
Hexagon capital partners-17.00
Capital performance advisors llp-19.00
Innealta capital-22.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
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%
Mar 31, 202423126.92%23,127,2860.45%412.42%12046.34%731.39%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
iShares Core S&P Small-Cap ETF1.60M2.88%-910.00
SA Fundamental Intrinsic Value Equity1.38M2.50%7.06K
Vanguard Total Stock Mkt Idx Inv885.96K1.60%14.90K
Vanguard US Total Market Shares ETF869.52K1.57%-
iShares Russell 2000 ETF697.40K1.26%342.00
Vanguard Small Cap Index695.15K1.25%4.82K
BGF World Financials A2 USD467.27K0.84%36.38K
Vanguard Small Cap Value Index Inv449.45K0.81%1.40K
BGF World Financials A2430.89K0.78%125.45K
Vanguard Institutional Extnd Mkt Idx Tr415.38K0.75%512.00

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 50.54%, followed by 52.00% insiders and -2.54% retail investors. The average institutional ownership in Mercury General's industry, Property & Casualty Insurance Stocks, is 47.94%, which Mercury General exceeds.

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 2.88% of its total shares outstanding invested in 1.6M Mercury General shares.

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