Mercury General Corporation (MCY) Ownership

38.61 ↑0.48 (1.26%)

As of February 3, 2023, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Mercury General Corporation (MCY), owning a total of 5.3 million shares. Combined, the top 24 institutional holders of MCY own 35.55% of the company with a total of 19.7 million shares.

In the latest ownership report on September 30th 2022, the top 24 institutional holders increased their combined ownership of MCY by 2 million shares. 13 institutions bought 4,555,213 total additional shares and increased their ownership by an average of 190.71%. However 8 institutions sold 2,567,062 total shares and decreased their ownership by an average of 32.21%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Mercury General Corporation increased by a net total of 1,988,151 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	9.528%	63.041%	5,275,905	2,039,972	2022-09-30
Vanguard Group Inc	5.512%	10.319%	3,051,777	285,445	2022-09-30
Renaissance Technologies Corp	2.321%	-8.326%	1,284,900	-116,700	2022-09-30
Dimensional Fund Advisors, Inc.	2.300%	-13.942%	1,273,389	-206,296	2022-09-30
State Street Corporation	1.720%	-32.605%	952,591	-460,845	2022-09-30
ABSHER WEALTH MANAGEMENT, LLC	1.441%	44.673%	797,819	246,355	2022-09-30
Charles Schwab Investment Management Inc	1.352%	11.507%	748,506	77,244	2022-09-30
Bank of New York Mellon Corp	1.165%	3.724%	645,051	23,156	2022-09-30
Amvescap Plc.	1.111%	-57.355%	615,283	-827,504	2022-09-30
Semper Augustus Investments Group LLC	1.034%	300.955%	572,572	429,770	2022-09-30
Old Republic International Corp	1.015%	0.000%	562,000	0	2022-09-30
Millennium Management LLC	0.898%	1,884.120%	497,340	472,274	2022-09-30
Geode Capital Management, LLC	0.852%	1.259%	471,561	5,865	2022-09-30
Morgan Stanley - Brokerage Accounts	0.777%	65.096%	430,264	169,649	2022-09-30
Jacobs Levy Equity Management, Inc.	0.690%	0.000%	381,786	381,786	2022-09-30
Ameriprise Financial Inc	0.660%	35.870%	365,184	96,410	2022-09-30
Goldman Sachs Group Inc	0.512%	-64.139%	283,258	-506,619	2022-09-30
Northern Trust Corp	0.498%	-18.774%	275,904	-63,771	2022-09-30
Speece Thorson Capital Group Inc	0.482%	0.000%	266,745	266,745	2022-09-30
ProShare Advisors LLC	0.458%	-60.118%	253,400	-381,979	2022-09-30
Principal Financial Group Inc	0.296%	58.609%	163,840	60,542	2022-09-30
Wallace Capital Management, INC.	0.243%	-2.425%	134,699	-3,348	2022-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	9.528%	63.041%	5,275,905	2,039,972	2022-09-30
Vanguard Group Inc	5.512%	10.319%	3,051,777	285,445	2022-09-30
Renaissance Technologies Corp	2.321%	-8.326%	1,284,900	-116,700	2022-09-30
Dimensional Fund Advisors, Inc.	2.300%	-13.942%	1,273,389	-206,296	2022-09-30
State Street Corporation	1.720%	-32.605%	952,591	-460,845	2022-09-30
ABSHER WEALTH MANAGEMENT, LLC	1.441%	44.673%	797,819	246,355	2022-09-30
Charles Schwab Investment Management Inc	1.352%	11.507%	748,506	77,244	2022-09-30
Bank of New York Mellon Corp	1.165%	3.724%	645,051	23,156	2022-09-30
Amvescap Plc.	1.111%	-57.355%	615,283	-827,504	2022-09-30
Semper Augustus Investments Group LLC	1.034%	300.955%	572,572	429,770	2022-09-30
Old Republic International Corp	1.015%	0.000%	562,000	0	2022-09-30
Millennium Management LLC	0.898%	1,884.120%	497,340	472,274	2022-09-30
Geode Capital Management, LLC	0.852%	1.259%	471,561	5,865	2022-09-30
Morgan Stanley - Brokerage Accounts	0.777%	65.096%	430,264	169,649	2022-09-30
Jacobs Levy Equity Management, Inc.	0.690%	0.000%	381,786	381,786	2022-09-30
Ameriprise Financial Inc	0.660%	35.870%	365,184	96,410	2022-09-30
Goldman Sachs Group Inc	0.512%	-64.139%	283,258	-506,619	2022-09-30
Northern Trust Corp	0.498%	-18.774%	275,904	-63,771	2022-09-30
Speece Thorson Capital Group Inc	0.482%	0.000%	266,745	266,745	2022-09-30
ProShare Advisors LLC	0.458%	-60.118%	253,400	-381,979	2022-09-30
Citadel Advisors Llc	0.345%	109.941%	190,927	99,984	2022-06-30
Qube Research & Technologies	0.344%	114.171%	190,539	101,573	2022-06-30
Principal Financial Group Inc	0.296%	58.609%	163,840	60,542	2022-09-30
Wallace Capital Management, INC.	0.243%	-2.425%	134,699	-3,348	2022-09-30

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of Mercury General Corporation (MCY), owning a total of 2 million shares. Combined, the top 21 mutual fund holders of MCY own 18.15% of the company with a total of 10.1 million shares.

In the latest ownership report on December 31st 2022, the top 21 fund holders increased their combined ownership of MCY by 10 thousand shares. 5 funds bought 53,217 total additional shares and increased their ownership by an average of 5.33%. However 2 funds sold 43,425 total shares and decreased their ownership by an average of 5.57%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Mercury General Corporation increased by a net total of 9,792 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	1.524%	1.099%	843,998	9,172	2022-12-31
Vanguard Small Cap Index	1.289%	-0.412%	713,471	-2,948	2022-12-31
Vanguard Small Cap Value Index Inv	0.901%	0.482%	499,122	2,393	2022-12-31
Vanguard Extended Market Index Investor	0.608%	-10.727%	336,871	-40,477	2022-12-31
BlackRock Advantage Small Cap Core Instl	0.505%	0.262%	279,735	732	2022-12-31
SPDR® S&P 600 Small Cap Value ETF	0.451%	0.000%	249,799	0	2022-12-31
Invesco KBW Property & Casualty Ins ETF	0.420%	1.227%	232,733	2,820	2022-12-31
Vanguard Tax-Managed Small Cap Adm	0.360%	23.597%	199,563	38,100	2022-12-31
Columbia Small Cap Value I A	0.358%	0.000%	197,960	0	2022-12-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	3.558%	0.010%	1,969,879	187	2022-12-30
Vanguard Total Stock Mkt Idx Inv	1.524%	1.099%	843,998	9,172	2022-12-31
Vanguard Instl Ttl Stck Mkt Idx Tr	1.466%	-1.245%	811,854	-10,234	2022-09-30
Vanguard Small Cap Index	1.289%	-0.412%	713,471	-2,948	2022-12-31
iShares Russell 2000 ETF	1.122%	-0.830%	621,103	-5,200	2022-12-30
ProShares S&P MidCap 400 Dividend Arst	1.007%	23.920%	557,625	107,636	2022-07-31
SA Fundamental Intrinsic Value Equity	1.007%	308.286%	557,380	420,863	2022-09-30
Vanguard Small Cap Value Index Inv	0.901%	0.482%	499,122	2,393	2022-12-31
iShares S&P Small-Cap 600 Value ETF	0.781%	0.000%	432,151	0	2022-12-30
Schwab US Dividend Equity ETF™	0.748%	0.127%	414,400	525	2022-12-30
Vanguard Extended Market Index Investor	0.608%	-10.727%	336,871	-40,477	2022-12-31
iShares Russell 2000 Value ETF	0.518%	0.000%	286,759	0	2022-12-30
BlackRock Advantage Small Cap Core Instl	0.505%	0.262%	279,735	732	2022-12-31
SPDR® S&P 600 Small Cap Value ETF	0.451%	0.000%	249,799	0	2022-12-31
Invesco KBW Property & Casualty Ins ETF	0.420%	1.227%	232,733	2,820	2022-12-31
Goldman Sachs US Eq Div and Prem Instl	0.416%	3.740%	230,199	8,300	2022-03-31
WisdomTree US SmallCap Dividend ETF	0.407%	0.000%	225,380	0	2022-11-30
Fidelity® Small Cap Index	0.386%	2.370%	213,744	4,949	2022-10-31
Vanguard Tax-Managed Small Cap Adm	0.360%	23.597%	199,563	38,100	2022-12-31
Columbia Small Cap Value I A	0.358%	0.000%	197,960	0	2022-12-31
DFA US Small Cap I	0.323%	0.000%	178,559	0	2022-11-30