Mercer Ownership | Who Owns Mercer?
Mercer Ownership Summary
Mercer is owned by 71.98% institutional investors, 28.23% insiders. Iat reinsurance is the largest institutional shareholder, holding 25.72% of MERC shares. Keeley Small Cap Dividend Value I is the top mutual fund, with 0.79% of its assets in Mercer shares.
MERC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Mercer | 71.98% | 28.23% | -0.21% |
| Sector | Basic Materials Stocks | 41.27% | 13.22% | 45.51% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Iat reinsurance | 17.22M | 25.72% | $24.45M |
| Redwood capital management | 4.65M | 6.94% | $6.60M |
| Barclays | 3.32M | 4.96% | $4.71M |
| Toronto dominion bank | 3.30M | 4.93% | $4.69M |
| Atlas frm | 3.15M | 4.70% | $4.47M |
| Dimensional fund advisors lp | 2.55M | 3.81% | $3.63M |
| Readystate asset management lp | 1.38M | 2.07% | $1.97M |
| Blackrock funding, inc. /de | 1.10M | 1.65% | $1.56M |
| Whitebox advisors | 1.06M | 1.58% | $1.50M |
| Wells fargo & company/mn | 1.06M | 1.58% | $1.50M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Iat reinsurance | 17.22M | 8.67% | $24.45M |
| Benefit street partners | 787.37K | 1.29% | $1.12M |
| Redwood capital management | 4.65M | 0.98% | $6.60M |
| Solas capital management | 790.34K | 0.65% | $1.12M |
| Keeley-teton advisors | 599.60K | 0.45% | $3.90M |
| Atlas frm | 3.15M | 0.29% | $4.47M |
| Merrion investment management | 150.00K | 0.11% | $213.00K |
| Readystate asset management lp | 1.38M | 0.09% | $1.97M |
| Wealthedge investment advisors | 71.58K | 0.08% | $206.16K |
| Aegis financial | 308.93K | 0.08% | $438.68K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Barclays | 3.32M | 0.00% | 2.58M |
| Franklin resources | 787.37K | 0.00% | 787.37K |
| Benefit street partners | 787.37K | 1.29% | 723.69K |
| Whitebox advisors | 1.06M | 0.02% | 371.64K |
| Gsa capital partners llp | 505.49K | 0.04% | 314.72K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Boundary creek advisors lp | - | - | -2.33M |
| Readystate asset management lp | 1.38M | 0.09% | -1.17M |
| Diameter capital partners lp | - | - | -1.10M |
| Gates capital management | - | - | -1.00M |
| Solas capital management | 790.34K | 0.65% | -816.98K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Franklin resources | 787.37K | 0.00% | 787.37K | $1.12M |
| Vanguard fiduciary trust | 217.65K | 0.00% | 217.65K | $309.06K |
| Marshall wace, llp | 140.80K | 0.00% | 140.80K | $199.94K |
| Wealthedge investment advisors | 71.58K | 0.08% | 71.58K | $206.16K |
| Point72 asset management | 21.70K | - | 21.70K | $30.81K |
Sold Out
| Holder | Change |
|---|---|
| Ifp advisors | -5.00 |
| Signaturefd | -7.00 |
| Farmers & merchants investments | -34.00 |
| Tower research capital llc (trc) | -44.00 |
| True wealth design | -51.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 78 | -1.27% | 48,199,522 | 1.10% | 71 | 1.42% | 36 | 9.09% | 20 | -31.03% |
| Dec 31, 2025 | 21 | -77.89% | 1,897,304 | -96.06% | 2 | 0.05% | 9 | -77.50% | 6 | -81.25% |
| Sep 30, 2025 | 25 | -76.42% | 21,927,299 | -55.82% | 32 | 0.60% | 7 | -87.27% | 10 | -70.59% |
| Jun 30, 2025 | 112 | -5.08% | 52,295,044 | -0.42% | 78 | 1.26% | 58 | 20.83% | 35 | -22.22% |
| Mar 31, 2025 | 119 | -8.46% | 52,532,628 | -0.43% | 78 | 1.26% | 48 | -7.69% | 46 | -8.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Keeley Small Cap Dividend Value I | 529.86K | 0.79% | - |
| Keeley Gabelli Small Cap Dividend I | 515.43K | 0.77% | -14.43K |
| Vanguard Institutional Extnd Mkt Idx Tr | 477.64K | 0.71% | - |
| DFA US Small Cap Value I | 451.86K | 0.67% | - |
| iShares U.S. Small-Cap Eq Fac ETF | 360.20K | 0.54% | 1.22K |
| DFA US Targeted Value I | 346.00K | 0.52% | -17.78K |
| Avantis US Small Cap Value ETF | 310.00K | 0.46% | -9.93K |
| Pictet-Global Megatrend Sel I USD | 303.09K | 0.45% | 4.63K |
| Dimensional US Targeted Value ETF | 285.71K | 0.43% | - |
| Dimensional US Small Cap Value ETF | 282.93K | 0.42% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 15, 2026 | KELLOGG PETER R | - | Buy | $203.58K |
| May 18, 2026 | KELLOGG PETER R | - | Buy | $366.51K |
| May 19, 2026 | KELLOGG PETER R | - | Buy | $102.34K |
| May 12, 2026 | KELLOGG PETER R | - | Buy | $50.01K |
| May 14, 2026 | KELLOGG PETER R | - | Buy | $176.22K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | 6 | - |
| 2026 Q1 | 1 | - |
| 2025 Q4 | 29 | - |
| 2025 Q3 | 4 | - |
| 2025 Q2 | 14 | - |
MERC Ownership FAQ
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