MERCURY GENL CORP NEW (MCY)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
327
Reporting holders
$2.9B
Reported value
47.3%
Of shares outstanding
2.1%
Held as options
+38
Holder change
Institutions report 26,218,924 shares against 55,388,627 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $479.6M | 4,498,256 | 0.01% | 8q | +4.2%+$19.3M |
| DIMENSIONAL FUND ADVISORS LP | $230.6M | 2,163,143 | 0.04% | 31q | +0.6%+$1.4M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $189.9M | 1,781,446 | 0.01% | 2q | +3.7%+$6.8M |
| Rubric Capital Management LP | $164.3M | 1,541,440 | 1.51% | 6q | -28.5%-$65.4M |
| VANGUARD CAPITAL MANAGEMENT LLC | $131.4M | 1,232,655 | 0.00% | 2q | +0.5%+$660.6K |
| STATE STREET CORP | $123.7M | 1,159,962 | 0.00% | 31q | +5.5%+$6.5M |
| GEODE CAPITAL MANAGEMENT, LLC | $102.5M | 961,217 | 0.01% | 31q | +27.5%+$22.1M |
| AMERICAN CENTURY COMPANIES INC | $102.4M | 960,484 | 0.05% | 15q | +18.1%+$15.7M |
| DG Capital Management, LLC | $87.1M | 482,663 | 18.33% | 6q | -18.8%-$20.2M |
| RENAISSANCE TECHNOLOGIES LLC | $83.3M | 781,682 | 0.11% | 31q | -5.1%-$4.5M |
| Invesco Ltd. | $68.9M | 646,237 | 0.01% | 31q | +12.8%+$7.8M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $61.4M | 575,877 | 0.03% | 10q | HELD |
| MORGAN STANLEY | $42.7M | 400,696 | 0.00% | 35q | +6.0%+$2.4M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $37.6M | 352,262 | 0.00% | 31q | -1.4%-$534.9K |
| Sixth Street Partners Management Company, L.P. | $37.6M | 352,262 | 0.00% | new | NEW |
| AQR CAPITAL MANAGEMENT LLC | $36.7M | 343,942 | 0.01% | 29q | -2.1%-$801.5K |
| NORTHERN TRUST CORP | $31.0M | 291,054 | 0.00% | 31q | +7.9%+$2.3M |
| Nuveen, LLC | $28.2M | 264,456 | 0.01% | 6q | +3.5%+$955.4K |
| Bank of New York Mellon Corp | $26.3M | 246,620 | 0.00% | 31q | +1.3%+$332.7K |
| WESTWOOD HOLDINGS GROUP INC | $25.0M | 234,471 | 0.19% | 6q | -6.6%-$1.8M |
| UBS Group AG | $24.2M | 226,665 | 0.00% | 31q | -26.2%-$8.6M |
| Public Sector Pension Investment Board | $23.0M | 215,990 | 0.03% | 16q | +127.0%+$12.9M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $22.6M | 86,566 | 0.00% | 11q | +277.5%+$16.6M |
| TWO SIGMA INVESTMENTS, LP | $22.4M | 210,526 | 0.02% | 16q | -27.2%-$8.4M |
| JPMORGAN CHASE & CO | $22.0M | 203,742 | 0.00% | 31q | +7.7%+$1.6M |
| ALGERT GLOBAL LLC | $21.7M | 203,830 | 0.26% | 10q | -40.1%-$14.6M |
| GOLDMAN SACHS GROUP INC | $21.4M | 200,687 | 0.00% | 31q | +3.9%+$805.8K |
| PRINCIPAL FINANCIAL GROUP INC | $19.6M | 183,706 | 0.01% | 31q | +3.2%+$601.6K |
| BNP PARIBAS FINANCIAL MARKETS | $19.3M | 180,901 | 0.01% | 31q | -16.9%-$3.9M |
| VANGUARD FIDUCIARY TRUST CO | $19.1M | 178,758 | 0.00% | 2q | +3.7%+$675.4K |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $17.7M | 165,979 | 0.06% | 16q | -53.0%-$19.9M |
| PANAGORA ASSET MANAGEMENT INC | $16.2M | 152,007 | 0.05% | new | NEW |
| FEDERATED HERMES, INC. | $16.1M | 150,789 | 0.02% | 10q | +83.9%+$7.3M |
| SEI INVESTMENTS CO | $13.8M | 129,298 | 0.01% | 15q | -8.7%-$1.3M |
| Connor, Clark & Lunn Investment Management Ltd. | $13.1M | 123,121 | 0.02% | 17q | -7.9%-$1.1M |
| Baird Financial Group, Inc. | $12.2M | 114,834 | 0.02% | 26q | -21.2%-$3.3M |
| RAYMOND JAMES FINANCIAL INC | $11.9M | 111,755 | 0.00% | 7q | +1.4%+$167.4K |
| Russell Investments Group, Ltd. | $11.8M | 110,918 | 0.01% | 17q | +6.0%+$667.4K |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $11.6M | 108,898 | 0.02% | 6q | +320.5%+$8.8M |
| RITHOLTZ WEALTH MANAGEMENT | $11.4M | 106,754 | 0.08% | 4q | +163.7%+$7.1M |
| VICTORY CAPITAL MANAGEMENT INC | $10.3M | 96,254 | 0.01% | 11q | +12.8%+$1.2M |
| Allianz Asset Management GmbH | $10.0M | 113,658 | 0.01% | 2q | HELD |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $9.9M | 92,892 | 0.05% | 7q | +25.5%+$2.0M |
| NORGES BANK | $9.5M | 89,100 | 0.00% | new | NEW |
| PEAK6 LLC | $9.4M | 87,798 | 0.02% | 4q | +18.1%+$1.4M |
| FRANKLIN RESOURCES INC | $9.1M | 85,047 | 0.00% | 10q | +2997.1%+$8.8M |
| Candriam S.C.A. | $9.1M | 85,045 | 0.04% | 2q | +27.4%+$1.9M |
| DENALI ADVISORS LLC | $8.7M | 81,535 | 0.88% | 3q | +113.4%+$4.6M |
| Aptus Capital Advisors, LLC | $8.6M | 80,195 | 0.06% | 4q | +0.6%+$51.2K |
| Qube Research & Technologies Ltd | $7.8M | 73,570 | 0.01% | 12q | -38.2%-$4.9M |
| FIRST TRUST ADVISORS LP | $7.7M | 71,795 | 0.00% | 10q | +15.5%+$1.0M |
| BANK OF AMERICA CORP /DE/ | $7.4M | 69,634 | 0.00% | 31q | -7.1%-$565.5K |
| Legal & General Group Plc | $7.3M | 68,918 | 0.00% | 31q | -5.8%-$454.8K |
| RHUMBLINE ADVISERS | $6.8M | 63,960 | 0.01% | 31q | -10.5%-$801.5K |
| Philadelphia Financial Management of San Francisco, LLC | $6.7M | 63,200 | 1.36% | new | NEW |
| PRUDENTIAL FINANCIAL INC | $6.5M | 61,367 | 0.01% | 16q | +2.3%+$149.8K |
| IMC-Chicago, LLC | $6.4M | 21,267 | 0.00% | 2q | +225.3%+$4.5M |
| CITIGROUP INC | $6.4M | 60,038 | 0.00% | 31q | +48.1%+$2.1M |
| Lighthouse Investment Partners, LLC | $6.0M | 56,106 | 0.16% | 2q | +1451.6%+$5.6M |
| Park West Asset Management LLC | $6.0M | 55,865 | 0.41% | 4q | -71.1%-$14.6M |
| Swiss National Bank | $5.9M | 55,600 | 0.00% | 31q | +1.6%+$96.0K |
| AMERIPRISE FINANCIAL INC | $5.9M | 55,155 | 0.00% | 31q | -66.5%-$11.7M |
| MARTINGALE ASSET MANAGEMENT L P | $5.5M | 51,649 | 0.13% | 11q | +19.5%+$897.4K |
| IEQ CAPITAL, LLC | $5.4M | 50,918 | 0.03% | 7q | -15.8%-$1.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $5.4M | 50,862 | 0.00% | 31q | -39.1%-$3.5M |
| Trexquant Investment LP | $5.2M | 48,508 | 0.03% | 17q | -8.1%-$453.1K |
| Horizon Investments, LLC | $5.0M | 47,027 | 0.05% | 5q | +22.3%+$914.1K |
| GLOBEFLEX CAPITAL L P | $4.9M | 45,964 | 0.63% | 4q | +43.0%+$1.5M |
| MARSHALL WACE, LLP | $4.9M | 45,526 | 0.00% | 2q | -66.7%-$9.7M |
| Engineers Gate Manager LP | $4.6M | 43,498 | 0.06% | 7q | -5.6%-$277.0K |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $4.5M | 42,038 | 0.02% | 4q | -50.9%-$4.7M |
| ROYAL BANK OF CANADA | $4.2M | 39,309 | 0.00% | 31q | +63.7%+$1.6M |
| CITADEL ADVISORS LLC | $4.2M | options only | 0.00% | 31q | OPTIONS |
| NEW YORK STATE COMMON RETIREMENT FUND | $4.0M | 37,770 | 0.01% | 31q | +105.0%+$2.1M |
| ROYCE & ASSOCIATES LP | $3.8M | 35,263 | 0.03% | 7q | +58.3%+$1.4M |
| LEUTHOLD GROUP, LLC | $3.7M | 34,271 | 0.37% | new | NEW |
| Phocas Financial Corp. | $3.6M | 33,574 | 0.50% | new | NEW |
| ALLIANCEBERNSTEIN L.P. | $3.6M | 40,395 | 0.00% | 31q | +15.8%+$484.8K |
| Assenagon Asset Management S.A. | $3.5M | 32,602 | 0.00% | 4q | -59.3%-$5.1M |
| WELLS FARGO & COMPANY/MN | $3.4M | 31,959 | 0.00% | 31q | -10.6%-$405.5K |
| Proficio Capital Partners LLC | $3.4M | 31,801 | 0.12% | 2q | +17.8%+$513.4K |
| HUSSMAN STRATEGIC ADVISORS, INC. | $3.4M | 31,500 | 0.77% | 2q | +50.0%+$1.1M |
| DEUTSCHE BANK AG\ | $3.3M | 31,116 | 0.00% | 34q | +16.2%+$463.2K |
| OCCUDO QUANTITATIVE STRATEGIES LP | $3.2M | 30,365 | 0.17% | new | NEW |
| ZACKS INVESTMENT MANAGEMENT | $3.2M | 30,351 | 0.02% | new | NEW |
| FMR LLC | $3.0M | 28,201 | 0.00% | 31q | +3.8%+$109.5K |
| Inspire Investing, LLC | $3.0M | 28,134 | 0.12% | 23q | +16.9%+$432.9K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $3.0M | 27,700 | 0.05% | 15q | HELD |
| STATE OF WISCONSIN INVESTMENT BOARD | $2.9M | 26,961 | 0.01% | 11q | +12.4%+$318.0K |
| DARK FOREST CAPITAL MANAGEMENT LP | $2.9M | 26,743 | 0.18% | 7q | +346.4%+$2.2M |
| Monument Capital Management | $2.8M | 26,478 | 0.57% | new | NEW |
| VANGUARD ASSET MANAGEMENT, Ltd | $2.8M | 25,930 | 0.00% | 2q | +7.4%+$190.5K |
| Integrated Quantitative Investments LLC | $2.6M | 23,924 | 0.42% | new | NEW |
| Mariner, LLC | $2.5M | 23,672 | 0.00% | 11q | -6.6%-$178.2K |
| Walleye Trading LLC | $2.5M | 23,655 | 0.00% | 6q | +195.4%+$1.7M |
| EXCHANGE TRADED CONCEPTS, LLC | $2.3M | 21,682 | 0.01% | 3q | +103.2%+$1.2M |
| Louisiana State Employees Retirement System | $2.3M | 23,500 | 0.02% | 31q | +99.2%+$1.1M |
| Cerity Partners LLC | $2.3M | 21,419 | 0.00% | 5q | +1.4%+$30.8K |
| Tidal Investments LLC | $2.3M | 21,165 | 0.00% | 8q | +2.3%+$51.4K |
| Bank & Trust Co | $2.1M | 19,412 | 1.31% | 9q | -10.7%-$248.2K |
Showing the largest 100 of 349 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 327 | $2.9B | 26,218,924 | 69 | 136 | 69 | 2.1% |
| Q1 2026 | 289 | $2.3B | 26,028,344 | 43 | 105 | 71 | 2.3% |
| Q4 2025 | 289 | $2.4B | 25,542,701 | 49 | 83 | 92 | 2.2% |
| Q3 2025 | 259 | $2.2B | 25,387,642 | 43 | 79 | 78 | 1.7% |
| Q2 2025 | 241 | $1.8B | 25,552,509 | 35 | 70 | 87 | 2.2% |
| Q1 2025 | 230 | $1.6B | 27,826,679 | 44 | 66 | 83 | 3.7% |
| Q4 2024 | 255 | $1.6B | 23,744,688 | 38 | 81 | 71 | 0.1% |
| Q3 2024 | 235 | $1.5B | 23,388,825 | 35 | 79 | 73 | 0.2% |
| Q2 2024 | 220 | $1.2B | 22,969,678 | 35 | 72 | 70 | 0.2% |
| Q1 2024 | 200 | $1.2B | 22,464,612 | 51 | 43 | 63 | 0.4% |
| Q4 2023 | 157 | $815.1M | 21,801,100 | 16 | 47 | 56 | 0.2% |
| Q3 2023 | 147 | $596.8M | 21,256,787 | 14 | 41 | 58 | 0.2% |
| Q2 2023 | 154 | $655.1M | 21,589,541 | 15 | 57 | 55 | 0.2% |
| Q1 2023 | 158 | $658.2M | 20,759,734 | 15 | 57 | 57 | 0.2% |
| Q4 2022 | 153 | $620.1M | 18,085,677 | 36 | 45 | 53 | 0.3% |
| Q3 2022 | 199 | $671.2M | 23,580,442 | 31 | 83 | 62 | 0.1% |
| Q2 2022 | 230 | $981.4M | 22,108,244 | 29 | 81 | 76 | 0.2% |
| Q1 2022 | 244 | $1.2B | 21,620,388 | 30 | 94 | 73 | 0.5% |
| Q4 2021 | 255 | $1.2B | 22,127,837 | 24 | 79 | 90 | 1.2% |
| Q3 2021 | 246 | $1.2B | 21,970,304 | 18 | 86 | 87 | 0.6% |
| Q2 2021 | 258 | $1.5B | 22,363,553 | 21 | 94 | 90 | 0.4% |
| Q1 2021 | 273 | $1.3B | 21,805,880 | 56 | 83 | 77 | 0.6% |
| Q4 2020 | 233 | $1.2B | 22,110,176 | 38 | 77 | 76 | 1.1% |
| Q3 2020 | 229 | $911.3M | 21,926,556 | 42 | 56 | 84 | 0.5% |
| Q2 2020 | 212 | $950.4M | 23,150,440 | 35 | 73 | 74 | 0.8% |
| Q1 2020 | 222 | $959.0M | 23,485,210 | 36 | 76 | 67 | 0.4% |
| Q4 2019 | 229 | $1.2B | 24,355,468 | 31 | 71 | 76 | 0.2% |
| Q3 2019 | 228 | $1.3B | 23,746,434 | 27 | 68 | 79 | 0.1% |
| Q2 2019 | 230 | $1.6B | 24,848,936 | 31 | 70 | 77 | 0.3% |
| Q1 2019 | 232 | $1.2B | 24,822,530 | 29 | 84 | 64 | 0.1% |
| Q4 2018 | 238 | $1.4B | 27,094,035 | 7 | 5 | 3 | 0.4% |