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Mercury General Corp (MCY)

CUSIP: 589400100 | NYSE | Financial Services · Insurance - Property & Casualty | Mid Cap | 1046 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13DVicky Wai Yee Joseph19,573,85835.3%New 5%+ stakeAug 26, 2026No 13F filer matched
13DVicky Wai Yee Joseph19,573,858
35.3% of class · Aug 26, 2026New 5%+ stake
No 13F filer matched

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP2,147,081
0.0% of portfolio›$212.2M
Bank of New York Mellon Corp247,592
0.0% of portfolio›$24.5M
Principal Financial Group Inc209,717
0.0% of portfolio›$20.7M
MacKenzie Financial Corp173,833
0.0% of portfolio›$17.2M
Candriam S.C.A.62,480
0.0% of portfolio›$6.2M
Ritholtz Wealth Management50,316
0.1% of portfolio›$5.0M
CX Institutional48,836
0.1% of portfolio›$4.8K
Thrivent Financial for Lutherans39,437
0.0% of portfolio›$3.9K
New York State Teachers Retirement System38,832
0.0% of portfolio›$3.8K
Imc-Chicago, LLC38,444
0.0% of portfolio›$3.8M
Leuthold Group, LLC37,705
0.3% of portfolio›$3.7M
Virginia Retirement Systems ET Al30,650
0.0% of portfolio›$3.0M
Citigroup Inc29,999
0.0% of portfolio›$3.0M
SEB Asset Management AB26,926
0.0% of portfolio›$2.7M
Monument Capital Management26,650
0.5% of portfolio›$2.6M
BI Asset Management Fondsmaeglerselskab A/S21,175
0.0% of portfolio›$2.1K
Hussman Strategic Advisors, Inc.21,000
0.4% of portfolio›$2.1M
Creative Planning19,231
0.0% of portfolio›$1.9M
Bank & Trust Co19,078
1.2% of portfolio›$1.9M
Strs Ohio15,500
0.0% of portfolio›$1.5M
Point Nemo Capital, LLC13,911
0.6% of portfolio›$1.4M
Illinois Municipal Retirement Fund13,619
0.0% of portfolio›$1.3M
Wealth Enhancement Advisory Services, LLC13,505
0.0% of portfolio›$1.4M
Summit Global Investments13,171
0.0% of portfolio›$1.3K
Absher Wealth Management, LLC12,841
0.1% of portfolio›$1.3M
Exchange Traded Concepts, LLC12,300
0.0% of portfolio›$1.2M
Louisiana State Employees Retirement System11,300
0.0% of portfolio›$1.1M
Simplex Trading, LLC10,993
0.0% of portfolio›$1.1M
State of Alaska, Department of Revenue10,884
0.0% of portfolio›$1.1K
Y-Intercept (Hong Kong) Ltd9,529
0.0% of portfolio›$941.9K
Convergence Financial, LLC8,830
0.1% of portfolio›$872.8K
Summit Investment Advisors, Inc.\KS8,235
0.4% of portfolio›$814.1K
Quadrant Capital Group LLC8,221
0.0% of portfolio›$845.8K
Highland Capital Management, LLC7,862
0.0% of portfolio›$777.2K
Arizona State Retirement System7,798
0.0% of portfolio›$770.8K
Yousif Capital Management, LLC6,938
0.0% of portfolio›$685.8K
Amalgamated Bank6,912
0.0% of portfolio›$683
D.A. Davidson & Co.6,854
0.0% of portfolio›$677.5K
Fifth Third Bancorp6,545
0.0% of portfolio›$647.0K
Truist Financial Corp6,464
0.0% of portfolio›$638.9K
Inspire Investing, LLC6,434
0.0% of portfolio›$636.0K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS6,264
0.0% of portfolio›$619.2K
Vise Technologies, Inc.6,236
0.0% of portfolio›$616.4K
Maryland State Retirement & Pension System5,976
0.0% of portfolio›$590.7K
Oregon Public Employees Retirement Fund5,919
0.0% of portfolio›$585.1K
Burns Matteson Capital Management, LLC5,380
0.2% of portfolio›$531.8K
Bokf, NA5,051
0.0% of portfolio›$499.3K
American National Bank & Trust4,500
0.0% of portfolio›$444.8K
Pictet Asset Management Holding SA4,398
0.0% of portfolio›$434.7K
HUB Investment Partners, LLC4,075
0.0% of portfolio›$402.8K
Praxis Investment Management Inc3,903
0.0% of portfolio›$386
Swiss Life Asset Management Ltd3,827
0.0% of portfolio›$378.3K
ProShare Advisors LLC3,733
0.0% of portfolio›$369.0K
Yorktown Management & Research Co Inc3,100
0.2% of portfolio›$306.4K
Brighton Jones LLC3,073
0.0% of portfolio›$303.8K
Nisa Investment Advisors, LLC3,044
0.0% of portfolio›$300.9K
Mutual of America Capital Management LLC3,034
0.0% of portfolio›$299.9K
Atria Investments, Inc3,018
0.0% of portfolio›$298.3K
iA Global Asset Management Inc.2,780
0.0% of portfolio›$275
Claro Advisors Inc.2,779
0.0% of portfolio›$274.7K
Tuttle Capital Management, LLC2,706
0.1% of portfolio›$267.5K
Olympiad Research LP2,682
0.3% of portfolio›$265.1K
Evergreen Capital Management LLC2,654
0.0% of portfolio›$262.3K
Xponance LLC2,617
0.0% of portfolio›$258.7K
Genesee Capital Advisors, LLC2,414
0.1% of portfolio›$238.6K
Cambridge Investment Research Advisors, Inc.2,323
0.0% of portfolio›$230
John Boyer, Inc.2,300
0.2% of portfolio›$227.4K
SteelPeak Wealth, LLC2,275
0.0% of portfolio›$224.9K
Paragon Capital Management Ltd2,201
0.0% of portfolio›$217.6K
Fifth Third Wealth Advisors LLC2,122
0.0% of portfolio›$209.8K
Baron Wealth Management LLC2,110
0.1% of portfolio›$208.6K
IFP Advisors, Inc2,036
0.0% of portfolio›$201.3K
Fortitude Family Office, LLC1,693
0.0% of portfolio›$167.4K
Farther Finance Advisors, LLC1,456
0.0% of portfolio›$143.9K
State of Wyoming1,303
0.0% of portfolio›$128.8K
Signaturefd, LLC1,231
0.0% of portfolio›$121.7K
Private Trust Co NA1,031
0.0% of portfolio›$101.9K
KBC Group NV857
0.0% of portfolio›$85
Gamma Investing LLC831
0.0% of portfolio›$82.1K
EverSource Wealth Advisors, LLC812
0.0% of portfolio›$80.3K
Pinnacle Wealth Planning Services, Inc.792
0.0% of portfolio›$78.3K
Hilton Head Capital Partners, LLC628
0.0% of portfolio›$62.1K
Sterling Capital Management LLC614
0.0% of portfolio›$60.7K
SBI Securities Co., Ltd.613
0.0% of portfolio›$60.6K
Covestor Ltd606
0.0% of portfolio›$60
Essential Partners LLC493
0.0% of portfolio›$48.7K
Parallel Advisors, LLC461
0.0% of portfolio›$45.6K
Harbor Capital Advisors, Inc.437
0.0% of portfolio›$43
Cullen T Bankers, Inc.423
0.0% of portfolio›$41.8K
US Bancorp \de\410
0.0% of portfolio›$40.5K
Caitong International Asset Management Co., Ltd358
0.0% of portfolio›$35.4K
True Wealth Design, LLC316
0.0% of portfolio›$31.2K
Salomon & Ludwin, LLC310
0.0% of portfolio›$30.6K
Root Financial Partners, LLC307
0.0% of portfolio›$30.3K
Asset Dedication, LLC273
0.0% of portfolio›$27.0K
Financial Management Professionals, Inc.265
0.0% of portfolio›$26.2K
Versant Capital Management, Inc208
0.0% of portfolio›$20.6K
Valued Wealth Advisors LLC119
0.0% of portfolio›$11.8K
Golden State Wealth Management, LLC100
0.0% of portfolio›$9.9K
Triumph Capital Management100
0.0% of portfolio›$9.9K
PFS Partners, LLC94
0.0% of portfolio›$9.3K
JFS Wealth Advisors, LLC81
0.0% of portfolio›$8.0K
CoreCap Advisors, LLC71
0.0% of portfolio›$7.0K
Assetmark, Inc63
0.0% of portfolio›$6.2K
Owl Creek Wealth Partners LLC60
0.0% of portfolio›$5.9K
Parkside Financial Bank & Trust54
0.0% of portfolio›$5.3K
Jnba Financial Advisors53
0.0% of portfolio›$5.2K
Private Wealth Management Group, LLC50
0.0% of portfolio›$4.9K
SJS Investment Consulting Inc.41
0.0% of portfolio›$4.1K
Marquette Asset Management, LLC37
0.0% of portfolio›$3.7K
Larson Financial Group LLC34
0.0% of portfolio›$3.4K
Creative Capital Management Investments LLC31
0.0% of portfolio›$3.1K
William B. Walkup & Associates, Inc.29
0.0% of portfolio›$2.9K
Farmers & Merchants Investments Inc26
0.0% of portfolio›$2.6K
Torren Management, LLC24
0.0% of portfolio›$2.3K
Bare Financial Services, Inc23
0.0% of portfolio›$2.3K
Ascentis Wealth Management, LLC17
0.0% of portfolio›$1.7K
Bay Harbor Wealth Management, LLC16
0.0% of portfolio›$1.6K
DiNuzzo Private Wealth, Inc.14
0.0% of portfolio›$1.4K
Elyxium Wealth, LLC9
0.0% of portfolio›$926
Silver Grove Financial Group, Inc.6
0.0% of portfolio›$593
UMB Private Wealth Management, LLC4
0.0% of portfolio›$395
Hughes Financial Services, LLC4
0.0% of portfolio›$411
DecisionPoint Financial, LLC3
0.0% of portfolio›$301
Abound Wealth Management2
0.0% of portfolio›$198
Gilpin Wealth Management, LLC2
0.0% of portfolio›$198
Davis Capital Management1
0.0% of portfolio›$99
Maryland Capital Advisors Inc.1
0.0% of portfolio›$99
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
2,147,081$212.2M0.0%IndexLowAustin, TX2026-11-04
Bank of New York Mellon Corp
247,592$24.5M0.0%CoreLowNew York, NY2026-11-05
Principal Financial Group Inc
209,717$20.7M0.0%CoreLowDes Moines, IA2026-11-02
MacKenzie Financial Corp
173,833$17.2M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Candriam S.C.A.
62,480$6.2M0.0%GrowthMediumStrassen, Netherlands2026-11-03
Ritholtz Wealth Management
50,316$5.0M0.1%IndexLowNew York, NY2026-11-05
CX Institutional
48,836$4.8K0.1%CoreMediumAuburn, IN2026-10-02
Thrivent Financial for Lutherans
39,437$3.9K0.0%GARPMediumMinneapolis, MN2026-11-05
New York State Teachers Retirement System
38,832$3.8K0.0%CoreVery LowAlbany, NY2026-10-22
Imc-Chicago, LLC
38,444$3.8M0.0%GARPVery HighChicago, IL2026-11-05
Leuthold Group, LLC
37,705$3.7M0.3%ValueMediumMinneapolis, MN2026-11-04
Virginia Retirement Systems ET Al
30,650$3.0M0.0%CoreMediumRichmond, VA2026-10-28
Citigroup Inc
29,999$3.0M0.0%CoreMediumNew York, NY2026-11-04
SEB Asset Management AB
26,926$2.7M0.0%CoreN/AStockholm, Sweden2026-11-04
Monument Capital Management
26,650$2.6M0.5%GARPHighAlexandria, VA2026-10-09
BI Asset Management Fondsmaeglerselskab A/S
21,175$2.1K0.0%CoreMediumKobenhavn, Greece2026-10-22
Hussman Strategic Advisors, Inc.
21,000$2.1M0.4%YieldVery HighEllicott City, MD2026-11-02
Creative Planning
19,231$1.9M0.0%IndexVery LowOverland Park, KS2026-11-02
Bank & Trust Co
19,078$1.9M1.2%ValueVery LowLitchfield, IL2026-10-07
Strs Ohio
15,500$1.5M0.0%CoreMediumColumbus, OH2026-10-30
Point Nemo Capital, LLC
13,911$1.4M0.6%GARPVery HighDripping Springs, TX2026-11-03
Illinois Municipal Retirement Fund
13,619$1.3M0.0%CoreMediumOak Brook, IL2026-11-05
Wealth Enhancement Advisory Services, LLC
13,505$1.4M0.0%CoreLowPlymouth, MN2026-10-13
Summit Global Investments
13,171$1.3K0.0%CoreMediumBountiful, UT2026-10-28
Absher Wealth Management, LLC
12,841$1.3M0.1%CoreMediumChapel Hill, NC2026-11-02
Exchange Traded Concepts, LLC
12,300$1.2M0.0%GrowthMediumOklahoma City, OK2026-10-28
Louisiana State Employees Retirement System
11,300$1.1M0.0%IndexLowBaton Rouge, LA2026-10-20
Simplex Trading, LLC
10,993$1.1M0.0%CoreVery HighChicago, IL2026-11-04
State of Alaska, Department of Revenue
10,884$1.1K0.0%CoreVery LowJuneau, AK2026-10-15
Y-Intercept (Hong Kong) Ltd
9,529$941.9K0.0%ValueVery HighHong Kong, South Korea2026-10-16
Convergence Financial, LLC
8,830$872.8K0.1%ETFMediumColumbia, MO2026-10-27
Summit Investment Advisors, Inc.\KS
8,235$814.1K0.4%N/AN/ALeawood, KS2026-11-05
Quadrant Capital Group LLC
8,221$845.8K0.0%CoreLowCincinnati, OH2026-10-20
Highland Capital Management, LLC
7,862$777.2K0.0%GrowthMediumMemphis, TN2026-10-26
Arizona State Retirement System
7,798$770.8K0.0%IndexVery LowPhoenix, AZ2026-11-03
Yousif Capital Management, LLC
6,938$685.8K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Amalgamated Bank
6,912$6830.0%CoreVery LowNew York, NY2026-10-23
D.A. Davidson & Co.
6,854$677.5K0.0%CoreLowGreat Falls, MT2026-10-28
Fifth Third Bancorp
6,545$647.0K0.0%IndexVery LowCincinnati, OH2026-11-05
Truist Financial Corp
6,464$638.9K0.0%CoreLowCharlotte, NC2026-10-30
Inspire Investing, LLC
6,434$636.0K0.0%GARPHighMeridian, ID2026-10-22
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
6,264$619.2K0.0%CoreLowHarrisburg, PA2026-11-03
Vise Technologies, Inc.
6,236$616.4K0.0%IndexLowNew York, NY2026-10-29
Maryland State Retirement & Pension System
5,976$590.7K0.0%IndexVery LowBaltimore, MD2026-11-05
Oregon Public Employees Retirement Fund
5,919$585.1K0.0%IndexVery LowTigard, OR2026-10-30
Burns Matteson Capital Management, LLC
5,380$531.8K0.2%CoreMediumCorning, NY2026-10-16
Bokf, NA
5,051$499.3K0.0%CoreLowTulsa, OK2026-10-27
American National Bank & Trust
4,500$444.8K0.0%CoreVery LowWichita Falls, TX2026-10-07
Pictet Asset Management Holding SA
4,398$434.7K0.0%GrowthMediumCarouge, Switzerland2026-11-03
HUB Investment Partners, LLC
4,075$402.8K0.0%GrowthLowAustin, TX2026-11-03
Praxis Investment Management Inc
3,903$3860.0%CoreLowGoshen, IN2026-11-03
Swiss Life Asset Management Ltd
3,827$378.3K0.0%CoreLowZurich, Switzerland2026-11-03
ProShare Advisors LLC
3,733$369.0K0.0%GrowthLowBethesda, MD2026-10-29
Yorktown Management & Research Co Inc
3,100$306.4K0.2%MomentumMediumForest, VA2026-10-28
Brighton Jones LLC
3,073$303.8K0.0%CoreVery LowSeattle, WA2026-11-03
Nisa Investment Advisors, LLC
3,044$300.9K0.0%IndexVery LowSt. Louis, MO2026-10-20
Mutual of America Capital Management LLC
3,034$299.9K0.0%IndexLowNew York, NY2026-10-23
Atria Investments, Inc
3,018$298.3K0.0%CoreMediumCharlotte, NC2026-10-15
iA Global Asset Management Inc.
2,780$2750.0%GrowthMediumQuebec, Austria2026-10-29
Claro Advisors Inc.
2,779$274.7K0.0%CoreLowBoston, MA2026-11-02
Tuttle Capital Management, LLC
2,706$267.5K0.1%GrowthHighRiverside, CT2026-10-21
Olympiad Research LP
2,682$265.1K0.3%Deep ValueVery HighStamford, CT2026-11-04
Evergreen Capital Management LLC
2,654$262.3K0.0%GARPMediumBellevue, WA2026-10-23
Xponance LLC
2,617$258.7K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Genesee Capital Advisors, LLC
2,414$238.6K0.1%ETFMediumAuburn, NY2026-10-20
Cambridge Investment Research Advisors, Inc.
2,323$2300.0%ETFLowFairfield, IA2026-11-02
John Boyer, Inc.
2,300$227.4K0.2%ETFMediumTampa, FL2026-10-27
SteelPeak Wealth, LLC
2,275$224.9K0.0%GrowthHighWoodland Hills, CA2026-10-16
Paragon Capital Management Ltd
2,201$217.6K0.0%CoreVery LowDenver, CO2026-10-09
Fifth Third Wealth Advisors LLC
2,122$209.8K0.0%IndexVery LowCincinnati, OH2026-10-22
Baron Wealth Management LLC
2,110$208.6K0.1%CoreLowTroy, MI2026-10-27
IFP Advisors, Inc
2,036$201.3K0.0%GrowthLowTampa, FL2026-10-16
Fortitude Family Office, LLC
1,693$167.4K0.0%ETFMediumScottsdale, AZ2026-10-14
Farther Finance Advisors, LLC
1,456$143.9K0.0%IndexLowSan Francisco, CA2026-10-08
State of Wyoming
1,303$128.8K0.0%ValueHighCheyenne, WY2026-10-28
Signaturefd, LLC
1,231$121.7K0.0%IndexLowAtlanta, GA2026-10-23
Private Trust Co NA
1,031$101.9K0.0%CoreLowCleveland, OH2026-10-20
KBC Group NV
857$850.0%CoreMediumBrussels, Czech Republic2026-10-22
Gamma Investing LLC
831$82.1K0.0%IndexVery LowFoster City, CA2026-10-08
EverSource Wealth Advisors, LLC
812$80.3K0.0%CoreMediumBirmingham, AL2026-11-04
Pinnacle Wealth Planning Services, Inc.
792$78.3K0.0%GARPLowMansfield, OH2026-10-27
Hilton Head Capital Partners, LLC
628$62.1K0.0%CoreMediumHilton Head Island, SC2026-10-23
Sterling Capital Management LLC
614$60.7K0.0%GARPMediumCharlotte, NC2026-10-22
SBI Securities Co., Ltd.
613$60.6K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Covestor Ltd
606$600.0%ValueHighLondon, United Kingdom2026-10-30
Essential Partners LLC
493$48.7K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Parallel Advisors, LLC
461$45.6K0.0%IndexLowSan Francisco, CA2026-11-03
Harbor Capital Advisors, Inc.
437$430.0%ValueHighChicago, IL2026-10-22
Cullen T Bankers, Inc.
423$41.8K0.0%GrowthLowSan Antonio, TX2026-10-28
US Bancorp \de\
410$40.5K0.0%IndexLowMinneapolis, MN2026-11-05
Caitong International Asset Management Co., Ltd
358$35.4K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
True Wealth Design, LLC
316$31.2K0.0%ETFMediumAkron, OH2026-10-13
Salomon & Ludwin, LLC
310$30.6K0.0%ETFVery LowRichmond, VA2026-10-29
Root Financial Partners, LLC
307$30.3K0.0%ETFMediumEncinitas, CA2026-10-21
Asset Dedication, LLC
273$27.0K0.0%ETFLowSan Francisco, CA2026-11-03
Financial Management Professionals, Inc.
265$26.2K0.0%ETFMediumAustin, TX2026-10-23
Versant Capital Management, Inc
208$20.6K0.0%GARPLowPhoenix, AZ2026-10-02
Valued Wealth Advisors LLC
119$11.8K0.0%IndexVery LowHolladay, UT2026-11-05
Golden State Wealth Management, LLC
100$9.9K0.0%ETFMediumSanta Ana, CA2026-11-02
Triumph Capital Management
100$9.9K0.0%ETFMediumDenver, CO2026-10-14
PFS Partners, LLC
94$9.3K0.0%ETFVery LowMine Hill, NJ2026-10-21
JFS Wealth Advisors, LLC
81$8.0K0.0%ETFVery LowHermitage, PA2026-11-03
CoreCap Advisors, LLC
71$7.0K0.0%ETFMediumSouthfield, MI2026-10-08
Assetmark, Inc
63$6.2K0.0%ETFLowConcord, CA2026-10-21
Owl Creek Wealth Partners LLC
60$5.9K0.0%IndexLowGreenwood Village, CO2026-10-20
Parkside Financial Bank & Trust
54$5.3K0.0%CoreVery LowSaint Louis, MO2026-10-27
Jnba Financial Advisors
53$5.2K0.0%ETFMediumBloomington, MN2026-11-03
Private Wealth Management Group, LLC
50$4.9K0.0%ETFLowPrinceton, NJ2026-10-19
SJS Investment Consulting Inc.
41$4.1K0.0%ETFVery LowSylvania, OH2026-10-26
Marquette Asset Management, LLC
37$3.7K0.0%ETFVery LowMinneapolis, MN2026-10-09
Larson Financial Group LLC
34$3.4K0.0%GrowthLowSt Louis, MO2026-11-05
Creative Capital Management Investments LLC
31$3.1K0.0%ETFLowSan Diego, CA2026-10-28
William B. Walkup & Associates, Inc.
29$2.9K0.0%ValueLowColumbia, SC2026-11-05
Farmers & Merchants Investments Inc
26$2.6K0.0%CoreVery LowLincoln, NE2026-10-22
Torren Management, LLC
24$2.3K0.0%ETFMediumSan Diego, CA2026-10-29
Bare Financial Services, Inc
23$2.3K0.0%ETFVery LowGap, PA2026-11-04
Ascentis Wealth Management, LLC
17$1.7K0.0%Agg GrowthLowDallas, TX2026-11-03
Bay Harbor Wealth Management, LLC
16$1.6K0.0%ETFMediumHunt Valley, MD2026-11-03
DiNuzzo Private Wealth, Inc.
14$1.4K0.0%ETFLowBeaver, PA2026-10-16
Elyxium Wealth, LLC
9$9260.0%GrowthVery LowBeverly Hills, CA2026-10-27
Silver Grove Financial Group, Inc.
6$5930.0%CoreMediumOrchard Park, NY2026-11-05
UMB Private Wealth Management, LLC
4$3950.0%GrowthN/AKansas City, MO2026-10-19
Hughes Financial Services, LLC
4$4110.0%ETFLowHerndon, VA2026-10-30
DecisionPoint Financial, LLC
3$3010.0%ETFVery LowMesa, AZ2026-10-27
Abound Wealth Management
2$1980.0%ETFVery LowFranklin, TN2026-10-26
Gilpin Wealth Management, LLC
2$1980.0%GrowthLowDenver, CO2026-10-09
Davis Capital Management
1$990.0%CoreLowJacksonville, FL2026-10-08
Maryland Capital Advisors Inc.
1$990.0%ETFVery LowChester, MD2026-10-15