Mercury General Ownership | Who Owns Mercury General?

Mercury General Ownership Summary

Mercury General is owned by 42.95% institutional investors, 52.04% insiders, and 5.01% 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 3.14% of its assets in Mercury General shares.

MCY Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Mercury General	42.95%	52.04%	5.01%
Sector	Financial Services Stocks	49.66%	13.98%	36.36%
Industry	Property & Casualty Insurance Stocks	65.87%	12.92%	21.22%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	4.67M	8.44%	$248.34M
Vanguard group	3.32M	6.00%	$176.46M
Dimensional fund advisors lp	2.00M	3.61%	$106.24M
Semper augustus investments group	1.39M	2.52%	$74.13M
Renaissance	1.17M	2.12%	$62.42M
State street	1.01M	1.82%	$53.62M
Geode capital management	608.20K	1.10%	$32.33M
Invesco	499.51K	0.90%	$26.54M
Charles schwab investment management	480.28K	0.87%	$25.52M
Ameriprise financial	457.87K	0.83%	$24.33M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Semper augustus investments group	1.39M	13.26%	$74.13M
Phase 2 partners	113.15K	3.62%	$6.01M
Absher wealth management	426.24K	3.18%	$22.65M
Speece thorson capital group	140.12K	1.52%	$7.45M
Gunderson capital management	53.74K	1.23%	$2.86M
Islay capital management	23.77K	0.91%	$1.26M
Lakewood capital management, lp	176.70K	0.77%	$9.39M
Wallace capital management	59.59K	0.46%	$3.17M
Black point wealth management	6.33K	0.35%	$336.40K
Hennessy advisors	159.80K	0.32%	$8.49M

Top Buyers

Holder	Shares	% Assets	Change
Goldman sachs group	426.00K	0.00%	178.44K
Lakewood capital management, lp	176.70K	0.77%	176.70K
Hennessy advisors	159.80K	0.32%	159.80K
Jacobs levy equity management	377.08K	0.08%	155.38K
Invesco	499.51K	0.01%	97.41K

Top Sellers

Holder	Shares	% Assets	Change
Absher wealth management	426.24K	3.18%	-273.47K
Morgan stanley	385.71K	0.00%	-246.27K
Speece thorson capital group	140.12K	1.52%	-104.11K
Eam investors	-	-	-78.12K
Driehaus capital management	411.43K	0.21%	-74.27K

New Positions

Holder	Shares	% Assets	Change	Value
Lakewood capital management, lp	176.70K	0.77%	176.70K	$9.39M
Hennessy advisors	159.80K	0.32%	159.80K	$8.49M
Gunderson capital management	53.74K	1.23%	53.74K	$2.86M
Edgestream partners	40.68K	0.10%	40.68K	$2.16M
Schonfeld strategic advisors	32.75K	0.01%	32.75K	$1.74M

Sold Out

Holder	Change
Innealta capital	-22.00
Westend capital management	-33.00
Abich financial wealth management	-34.00
Wolff wiese magana	-59.00
First horizon advisors	-74.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Sep 30, 2023	169	-5.06%	23,254,968	-0.64%	41	2.35%	72	-10.00%	67	1.52%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Small-Cap ETF	1.74M	3.14%	888.00
SA Fundamental Intrinsic Value Equity	1.38M	2.50%	7.06K
Vanguard Total Stock Mkt Idx Inv	870.95K	1.57%	1.42K
iShares Russell 2000 ETF	788.58K	1.42%	-1.65K
Vanguard Small Cap Index	695.40K	1.26%	1.35K
Vanguard Small Cap Value Index Inv	469.10K	0.85%	-160.00
DFA US Targeted Value I	395.15K	0.71%	-
Vanguard Institutional Extnd Mkt Idx Tr	393.83K	0.71%	-1.18K
Dimensional US Targeted Value ETF	308.36K	0.56%	-
BGF World Financials A2	282.52K	0.51%	-5.96K

Recent Insider Transactions

Date	Name	Role	Activity	Value
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
May 12, 2023	Little Joshua Eric	-	Buy	$7.33K

Insider Transactions Trends

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

MCY Ownership FAQ

Who Owns Mercury General?

Mercury General shareholders are primarily institutional investors at 42.95%, followed by 52.04% insiders and 5.01% retail investors. The average institutional ownership in Mercury General's industry, Property & Casualty Insurance Stocks, is 65.87%, 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%), Vanguard group (3.32M shares, 6.00%), and Dimensional fund advisors lp (2M shares, 3.61%). Together, they hold 18.05% 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?

Semper augustus investments group is Mercury General’s biggest shareholder by percentage of total assets invested, with 13.26% of its assets in 1.39M Mercury General shares, valued at 74.13M$.

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 3.14% of its total shares outstanding invested in 1.74M Mercury General shares.

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