Who owns Mercury General (MCY)
Which tracked institutional funds hold MCY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See MCY company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on MCY is one-sided between 2026-Q1 and 2026-Q2: 127 added or opened and 43 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
MCY’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes MCY more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in MCY divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 324 tracked filers holding MCY, 216 increased or opened the position and 122 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in MCY between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 28
- PANAGORA ASSET MANAGEMENT INC$16M
- NORGES BANK$9M
- Philadelphia Financial Management of San Francisco, LLC$7M
- LEUTHOLD GROUP, LLC$4M
- Phocas Financial Corp.$4M
- OCCUDO QUANTITATIVE STRATEGIES LP$3M
Full exits 22
- Philosophy Capital Management LLC$23M
- CITADEL ADVISORS LLC$10M
- JANE STREET GROUP, LLC$9M
- LSV ASSET MANAGEMENT$5M
- MILLENNIUM MANAGEMENT LLC$4M
- NEW YORK STATE TEACHERS RETIREMENT SYSTEM$4M
Largest adds
- BlackRock, Inc.$229M
- DIMENSIONAL FUND ADVISORS LP$41M
- VANGUARD PORTFOLIO MANAGEMENT LLC$39M
- GEODE CAPITAL MANAGEMENT, LLC$36M
- AMERICAN CENTURY COMPANIES INC$31M
- STATE STREET CORP$27M
Largest trims
- Rubric Capital Management LP$26M
- JACOBS LEVY EQUITY MANAGEMENT, INC$13M
- Park West Asset Management LLC$11M
- MARSHALL WACE, LLP$7M
- Assenagon Asset Management S.A.$5M
- VOLORIDGE INVESTMENT MANAGEMENT, LLC$3M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 4,498,256 | $480M | 18.2% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 2,163,143 | $231M | 8.7% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 1,781,446 | $190M | 7.2% | 2026-Q2 |
| Rubric Capital Management LP trimmed | 1,541,440 | $164M | 6.2% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 1,232,655 | $131M | 5.0% | 2026-Q2 |
| STATE STREET CORP added | 1,159,962 | $124M | 4.7% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 961,217 | $102M | 3.9% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 960,484 | $102M | 3.9% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 781,682 | $83M | 3.2% | 2026-Q2 |
| Invesco Ltd. added | 646,237 | $69M | 2.6% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 575,877 | $61M | 2.3% | 2026-Q2 |
| DG Capital Management, LLC trimmed | 482,663 | $51M | 1.9% | 2026-Q2 |
| MORGAN STANLEY added | 400,696 | $43M | 1.6% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 352,262 | $38M | 1.4% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 343,942 | $37M | 1.4% | 2026-Q2 |
| NORTHERN TRUST CORP added | 291,054 | $31M | 1.2% | 2026-Q2 |
| Nuveen, LLC added | 264,456 | $28M | 1.1% | 2026-Q2 |
| Bank of New York Mellon Corp added | 246,620 | $26M | 1.0% | 2026-Q2 |
| WESTWOOD HOLDINGS GROUP INC trimmed | 234,471 | $25M | 0.9% | 2026-Q2 |
| UBS Group AG trimmed | 226,665 | $24M | 0.9% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 210,526 | $22M | 0.8% | 2026-Q2 |
| ALGERT GLOBAL LLC added | 203,830 | $22M | 0.8% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 203,742 | $22M | 0.8% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 200,687 | $21M | 0.8% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 183,706 | $20M | 0.7% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 180,901 | $19M | 0.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 178,758 | $19M | 0.7% | 2026-Q2 |
| JACOBS LEVY EQUITY MANAGEMENT, INC trimmed | 165,979 | $18M | 0.7% | 2026-Q2 |
| PANAGORA ASSET MANAGEMENT INC added | 152,007 | $16M | 0.6% | 2026-Q2 |
| FEDERATED HERMES, INC. added | 150,789 | $16M | 0.6% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 129,298 | $14M | 0.5% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 123,121 | $13M | 0.5% | 2026-Q2 |
| Baird Financial Group, Inc. trimmed | 114,834 | $12M | 0.5% | 2026-Q2 |
| Allianz Asset Management GmbH added | 113,658 | $10M | 0.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 111,755 | $12M | 0.5% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 110,918 | $12M | 0.4% | 2026-Q2 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added | 108,898 | $12M | 0.4% | 2026-Q2 |
| Public Sector Pension Investment Board added | 107,995 | $12M | 0.4% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 96,254 | $10M | 0.4% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 92,892 | $10M | 0.4% | 2026-Q2 |
| NORGES BANK added | 89,100 | $9M | 0.4% | 2026-Q2 |
| PEAK6 LLC added | 87,798 | $9M | 0.4% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 86,566 | $9M | 0.3% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 85,047 | $9M | 0.3% | 2026-Q2 |
| Candriam S.C.A. added | 85,045 | $9M | 0.3% | 2026-Q2 |
| DENALI ADVISORS LLC added | 81,535 | $9M | 0.3% | 2026-Q2 |
| Aptus Capital Advisors, LLC added | 80,195 | $9M | 0.3% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 73,570 | $8M | 0.3% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 71,795 | $8M | 0.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 69,634 | $7M | 0.3% | 2026-Q2 |
| Legal & General Group Plc trimmed | 68,918 | $7M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 63,960 | $7M | 0.3% | 2026-Q2 |
| Philadelphia Financial Management of San Francisco, LLC trimmed | 63,200 | $7M | 0.3% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 61,367 | $7M | 0.2% | 2026-Q2 |
| CITIGROUP INC added | 60,038 | $6M | 0.2% | 2026-Q2 |
| Lighthouse Investment Partners, LLC added | 56,106 | $6M | 0.2% | 2026-Q2 |
| Park West Asset Management LLC trimmed | 55,865 | $6M | 0.2% | 2026-Q2 |
| Swiss National Bank added | 55,600 | $6M | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 55,155 | $6M | 0.2% | 2026-Q2 |
| RITHOLTZ WEALTH MANAGEMENT added | 53,377 | $6M | 0.2% | 2026-Q2 |
| MARTINGALE ASSET MANAGEMENT L P added | 51,649 | $6M | 0.2% | 2026-Q2 |
| IEQ CAPITAL, LLC trimmed | 50,918 | $5M | 0.2% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 50,862 | $5M | 0.2% | 2026-Q2 |
| Trexquant Investment LP trimmed | 48,508 | $5M | 0.2% | 2026-Q2 |
| Horizon Investments, LLC added | 47,027 | $5M | 0.2% | 2026-Q2 |
| GLOBEFLEX CAPITAL L P added | 45,964 | $5M | 0.2% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 45,526 | $5M | 0.2% | 2026-Q2 |
| Engineers Gate Manager LP trimmed | 43,498 | $5M | 0.2% | 2026-Q2 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 42,038 | $4M | 0.2% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 40,395 | $4M | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 40,066 | $4M | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 39,309 | $4M | 0.2% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 37,770 | $4M | 0.2% | 2026-Q2 |
| ROYCE & ASSOCIATES LP added | 35,263 | $4M | 0.1% | 2026-Q2 |
| LEUTHOLD GROUP, LLC new | 34,271 | $4M | 0.1% | 2026-Q2 |
| Phocas Financial Corp. new | 33,574 | $4M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 32,942 | $4M | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 31,959 | $3M | 0.1% | 2026-Q2 |
| Proficio Capital Partners LLC added | 31,801 | $3M | 0.1% | 2026-Q2 |
| HUSSMAN STRATEGIC ADVISORS, INC. added | 31,500 | $3M | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 31,116 | $3M | 0.1% | 2026-Q2 |
| OCCUDO QUANTITATIVE STRATEGIES LP added | 30,365 | $3M | 0.1% | 2026-Q2 |
| ZACKS INVESTMENT MANAGEMENT trimmed | 30,351 | $3M | 0.1% | 2026-Q2 |
| FMR LLC added | 28,201 | $3M | 0.1% | 2026-Q2 |
| Inspire Investing, LLC added | 28,134 | $3M | 0.1% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 27,700 | $3M | 0.1% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 26,961 | $3M | 0.1% | 2026-Q2 |
| DARK FOREST CAPITAL MANAGEMENT LP added | 26,743 | $3M | 0.1% | 2026-Q2 |
| Monument Capital Management new | 26,478 | $3M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 25,930 | $3M | 0.1% | 2026-Q2 |
| Integrated Quantitative Investments LLC added | 23,924 | $3M | 0.1% | 2026-Q2 |
| Mariner, LLC trimmed | 23,672 | $3M | 0.1% | 2026-Q2 |
| Walleye Trading LLC added | 23,655 | $3M | 0.1% | 2026-Q2 |
| Cerity Partners LLC added | 21,419 | $2M | 0.1% | 2026-Q2 |
| IMC-Chicago, LLC added | 21,267 | $2M | 0.1% | 2026-Q2 |
| Tidal Investments LLC added | 21,165 | $2M | 0.1% | 2026-Q2 |
| Bank & Trust Co trimmed | 19,412 | $2M | 0.1% | 2026-Q2 |
| HSBC HOLDINGS PLC trimmed | 19,177 | $2M | 0.1% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC added | 18,775 | $2M | 0.1% | 2026-Q2 |
| LPL Financial LLC added | 18,105 | $2M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.