Titelia

Fund shareholders of Mercury General Corp

ISIN US5894001008 · United States · LEI 5493001Q9EXPCEL4W527

Fund shareholders
332
Of which ETFs
100 232 other funds
Value held
≈ 1.4B $ 1.4B $ · 4.7M SEK
Share of capital
23.5 % of 55.4M shares on Jul 30, 2026
FundSharesValueWeight in fundShare of capital
iShares Core S&P Small-Cap ETF iShares Trust 1,601,936170.8M $0.15 %2.89 %as of Jun 30, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 878,23293.6M $0.00 %1.59 %as of Jun 30, 2026 ↗
Avantis U.S. Small Cap Value ETF American Century ETF Trust 782,26876.7M $0.28 %1.41 %as of May 31, 2026 ↗
iShares Russell 2000 ETF iShares Trust 700,77874.7M $0.09 %1.27 %as of Jun 30, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 634,56567.7M $0.04 %1.15 %as of Jun 30, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 402,33742.9M $0.06 %0.73 %as of Jun 30, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 358,13938.4M $0.27 %0.65 %as of Jul 31, 2026 ↗
Invesco S&P SmallCap Momentum ETF Invesco Exchange-Traded Fund Trust 354,58438M $1.25 %0.64 %as of Jul 31, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 351,68037.7M $0.22 %0.63 %as of Jul 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 304,55632.5M $0.03 %0.55 %as of Jun 30, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 298,24031.9M $0.09 %0.54 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 244,65526.1M $0.15 %0.44 %as of Jun 30, 2026 ↗
iShares S&P Small-Cap 600 Growth ETF iShares Trust 239,19825.5M $0.31 %0.43 %as of Jun 30, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 236,81825.2M $0.17 %0.43 %as of Jun 30, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 204,07821.9M $0.11 %0.37 %as of Jul 31, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 203,95721.8M $0.28 %0.37 %as of Jul 31, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 183,15319.6M $0.13 %0.33 %as of Jul 31, 2026 ↗
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 179,04119.1M $0.17 %0.32 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF SPDR SERIES TRUST 149,18815.9M $0.31 %0.27 %as of Jun 30, 2026 ↗
Federated Hermes MDT Small Cap Core Fund Federated Hermes MDT Series 145,55915.6M $0.70 %0.26 %as of Jul 31, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 138,22813.6M $0.08 %0.25 %as of May 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 137,14313.4M $0.03 %0.25 %as of May 31, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 127,58512.5M $0.05 %0.23 %as of May 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 113,38512.1M $0.03 %0.20 %as of Jul 31, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 113,28312.1M $0.01 %0.20 %as of Jun 30, 2026 ↗
VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS 107,61011.5M $0.01 %0.19 %as of Jul 31, 2026 ↗
BlackRock Advantage Small Cap Core Fund BlackRock Funds 93,1259.1M $0.17 %0.17 %as of May 29, 2026 ↗
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 92,0539M $0.15 %0.17 %as of May 31, 2026 ↗
Opus Small Cap Value ETF ETF Series Solutions 84,6059.1M $1.28 %0.15 %as of Jul 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 84,2079M $0.02 %0.15 %as of Jul 31, 2026 ↗
VictoryShares US Small Mid Cap Value Momentum ETF Victory Portfolios II 81,4548.7M $0.50 %0.15 %as of Jun 30, 2026 ↗
Fidelity SAI Small-Mid Cap Momentum Index Fund Fidelity Salem Street Trust 81,2258.7M $0.21 %0.15 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Insurance ETF SPDR SERIES TRUST 80,7898.6M $1.88 %0.15 %as of Jun 30, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 79,9048.6M $0.02 %0.14 %as of Jul 31, 2026 ↗
Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II 75,2687.4M $0.39 %0.14 %as of May 31, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 73,1447.2M $0.08 %0.13 %as of May 31, 2026 ↗
Applied Finance Explorer Fund World Funds Trust 70,5167.6M $0.72 %0.13 %as of Jul 31, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 66,3227.1M $0.09 %0.12 %as of Jul 31, 2026 ↗
Nuveen Quant Small/Mid Cap Equity Fund TIAA-CREF Funds 63,3906.8M $0.25 %0.11 %as of Jul 31, 2026 ↗
VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS 61,0816.5M $0.05 %0.11 %as of Jun 30, 2026 ↗
WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust 60,3516.4M $0.16 %0.11 %as of Jun 30, 2026 ↗
NORTH SQUARE DYNAMIC SMALL CAP FUND Exchange Place Advisors Trust 54,9565.4M $0.69 %0.10 %as of May 31, 2026 ↗
Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds 54,4335.8M $0.25 %0.10 %as of Jun 30, 2026 ↗
Invesco S&P SmallCap Value with Momentum ETF Invesco Exchange-Traded Fund Trust 52,4245.6M $0.83 %0.09 %as of Jul 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 50,7455M $0.00 %0.09 %as of May 31, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 49,9225.3M $0.09 %0.09 %as of Jun 30, 2026 ↗
First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 48,3025.2M $0.38 %0.09 %as of Jul 31, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 44,8034.4M $0.03 %0.08 %as of May 31, 2026 ↗
Horizon Multi-Factor Small/Mid Cap Fund Horizon Funds 44,3414.3M $0.58 %0.08 %as of May 31, 2026 ↗
American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS 43,9134.7M $0.13 %0.08 %as of Jul 31, 2026 ↗
Federated Hermes MDT Small Cap Growth Fund Federated Hermes MDT Series 41,9304.5M $0.54 %0.08 %as of Jul 31, 2026 ↗
JNL Small Cap Index Fund JNL Series Trust 41,7204.4M $0.15 %0.08 %as of Jun 30, 2026 ↗
Invesco KBW Property & Casualty Insurance ETF Invesco Exchange-Traded Fund Trust II 41,6534.1M $1.69 %0.08 %as of May 31, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 41,3294.4M $0.08 %0.07 %as of Jul 31, 2026 ↗
Avantis U.S. Small Cap Value Fund American Century ETF Trust 41,2814M $0.23 %0.07 %as of May 31, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 40,7794.4M $0.03 %0.07 %as of Jul 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 40,6624M $0.00 %0.07 %as of May 31, 2026 ↗
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 39,6883.9M $0.15 %0.07 %as of May 31, 2026 ↗
JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust 39,5894.2M $0.15 %0.07 %as of Jun 30, 2026 ↗
SMALL CAP EQUITY FUND GuideStone Funds 38,2684.1M $0.39 %0.07 %as of Jun 30, 2026 ↗
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 35,9503.9M $0.09 %0.06 %as of Jul 31, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 35,9253.8M $0.09 %0.06 %as of Jul 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 35,1753.8M $0.00 %0.06 %as of Jun 30, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 34,6253.7M $0.17 %0.06 %as of Jun 30, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 33,8283.6M $0.13 %0.06 %as of Jul 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS 31,6193.1M $0.31 %0.06 %as of May 31, 2026 ↗
JPMorgan Small Cap Value Fund JPMorgan Trust II 31,5973.4M $0.26 %0.06 %as of Jun 30, 2026 ↗
Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust 31,4183.4M $0.13 %0.06 %as of Jul 31, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 30,2123.2M $0.08 %0.05 %as of Jun 30, 2026 ↗
HUSSMAN STRATEGIC MARKET CYCLE FUND Hussman Investment Trust 30,0003.2M $0.91 %0.05 %as of Jun 30, 2026 ↗
Small-Cap Value Fund Bridgeway Funds, Inc. 27,7003M $0.86 %0.05 %as of Jun 30, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 27,2632.9M $0.03 %0.05 %as of Jul 31, 2026 ↗
iShares Russell 2000 Growth ETF iShares Trust 23,4522.5M $0.02 %0.04 %as of Jun 30, 2026 ↗
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 22,7852.4M $0.15 %0.04 %as of Jun 30, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 22,4092.2M $0.02 %0.04 %as of May 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 21,9992.4M $0.00 %0.04 %as of Jul 31, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 21,2102.1M $0.16 %0.04 %as of May 31, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 20,5142.2M $0.00 %0.04 %as of Jul 31, 2026 ↗
Inspire Fidelis Multi Factor ETF Northern Lights Fund Trust IV 20,3422M $0.99 %0.04 %as of May 31, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 19,7732.1M $0.24 %0.04 %as of Jul 31, 2026 ↗
SmallCap S&P 600 Index Fund Principal Funds, Inc 19,5902.1M $0.16 %0.04 %as of Jul 31, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 19,4391.9M $0.19 %0.04 %as of May 31, 2026 ↗
LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 19,3002.1M $0.09 %0.03 %as of Jun 30, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 19,1482.1M $0.09 %0.03 %as of Jul 31, 2026 ↗
Invesco S&P SmallCap Quality ETF Invesco Exchange-Traded Fund Trust II 19,1201.9M $0.79 %0.03 %as of May 31, 2026 ↗
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 18,5912M $0.16 %0.03 %as of Jun 30, 2026 ↗
Leuthold Core Investment Fund Managed Portfolio Series 18,4242M $0.35 %0.03 %as of Jun 30, 2026 ↗
Invesco S&P SmallCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II 18,3861.8M $0.77 %0.03 %as of May 31, 2026 ↗
PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust 17,9001.9M $0.44 %0.03 %as of Jul 31, 2026 ↗
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 17,4591.9M $0.15 %0.03 %as of Jun 30, 2026 ↗
JPMorgan U.S. Small Company Fund JPMorgan Trust I 17,3721.9M $0.17 %0.03 %as of Jun 30, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 16,6091.6M $0.00 %0.03 %as of May 31, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 16,2001.7M $0.09 %0.03 %as of Jun 30, 2026 ↗
WESTWOOD QUALITY SMIDCAP FUND Ultimus Managers Trust 16,0521.7M $1.54 %0.03 %as of Jul 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 15,9581.7M $0.00 %0.03 %as of Jul 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 15,3411.5M $0.00 %0.03 %as of May 31, 2026 ↗
Invesco Dorsey Wright SmallCap Momentum ETF Invesco Exchange-Traded Fund Trust II 15,2971.5M $0.36 %0.03 %as of May 31, 2026 ↗
First Trust Mid Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 15,1951.6M $0.71 %0.03 %as of Jul 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 14,9921.6M $0.00 %0.03 %as of Jun 30, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 14,6331.6M $0.00 %0.03 %as of Jul 31, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Invesco Dorsey Wright Financial Momentum ETF Invesco Exchange-Traded Fund Trust 1.94 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Insurance ETF SPDR SERIES TRUST 1.88 %as of Jun 30, 2026 ↗
Invesco KBW Property & Casualty Insurance ETF Invesco Exchange-Traded Fund Trust II 1.69 %as of May 31, 2026 ↗
WESTWOOD QUALITY SMIDCAP FUND Ultimus Managers Trust 1.54 %as of Jul 31, 2026 ↗
Applied Finance IVS US SMID ETF ETF Opportunities Trust 1.31 %as of Jun 30, 2026 ↗
Opus Small Cap Value ETF ETF Series Solutions 1.28 %as of Jul 31, 2026 ↗
Invesco S&P SmallCap Momentum ETF Invesco Exchange-Traded Fund Trust 1.25 %as of Jul 31, 2026 ↗
First Trust SMID Growth Strength ETF First Trust Exchange-Traded Fund VI 1.10 %as of Jun 30, 2026 ↗
Even Herd Long Short ETF Tidal Trust II 1.06 %as of Jun 30, 2026 ↗
Inspire Fidelis Multi Factor ETF Northern Lights Fund Trust IV 0.99 %as of May 31, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q3331+1712,988,994+5.3 %
2026Q2314+2412,339,555+5.8 %
2026Q1290+1811,657,672+0.0 %
2025Q4272-511,655,224-3.0 %
2025Q3277-1612,015,636-3.7 %
2025Q2293-112,482,305-2.7 %
2025Q1294+1112,827,105+1.6 %
2024Q4283+2012,626,746+1.6 %
2024Q3263+1812,430,960-0.4 %
2024Q2245+3012,485,002+2.3 %
2024Q1215-312,204,365+0.1 %
2023Q421812,194,520

Institutional managers

298 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.4,317,164380.6M $as of Mar 31, 2026
Rubric Capital Management LP2,154,504189.9M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP2,149,647189.5M $as of Mar 31, 2026
STATE STREET CORP1,099,09196.9M $as of Mar 31, 2026
RENAISSANCE TECHNOLOGIES LLC823,58272.6M $as of Mar 31, 2026
AMERICAN CENTURY COMPANIES INC813,32071.7M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC754,12766.5M $as of Mar 31, 2026
DG Capital Management, LLC594,37752.4M $as of Mar 31, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP574,89750.7M $as of Mar 31, 2026
Invesco Ltd.572,67950.5M $as of Mar 31, 2026
MORGAN STANLEY378,17233.3M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC357,27931.5M $as of Mar 31, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC352,84931.1M $as of Mar 31, 2026
AQR CAPITAL MANAGEMENT LLC351,45930.9M $as of Mar 31, 2026
UBS Group AG307,17127.1M $as of Mar 31, 2026
TWO SIGMA INVESTMENTS, LP289,04725.5M $as of Mar 31, 2026
NORTHERN TRUST CORP269,73823.8M $as of Mar 31, 2026
Philosophy Capital Management LLC257,29622.7M $as of Mar 31, 2026
Nuveen, LLC255,49522.5M $as of Mar 31, 2026
WESTWOOD HOLDINGS GROUP INC251,02522.1M $as of Mar 31, 2026
Bank of New York Mellon Corp243,50021.5M $as of Mar 31, 2026
BNP PARIBAS FINANCIAL MARKETS217,71319.2M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC193,12917M $as of Mar 31, 2026
Park West Asset Management LLC193,00617M $as of Mar 31, 2026
JPMORGAN CHASE & CO189,12816.6M $as of Mar 31, 2026

Declared shareholders of Mercury General Corp

There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Vicky Wai Yee Joseph 35.30 %19,573,858as of Aug 26, 2026 · SCHEDULE 13D

Funds holding the debt of Mercury General Corp

65 funds declare 66 bond lines of this company. The table shows the 25 largest holdings. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.

FundBond linesValue
Thornburg Strategic Income Fund219.4M $as of Jun 30, 2026
Baird Core Plus Bond Fund110.2M $as of Jun 30, 2026
PIMCO Active Bond Exchange-Traded Fund19.2M $as of Jun 30, 2026
VANGUARD TOTAL BOND MARKET INDEX FUND17.6M $as of Jun 30, 2026
VANGUARD TOTAL BOND MARKET II INDEX FUND16.7M $as of Jun 30, 2026
PIMCO Sector Fund Series - I15.9M $as of Jun 30, 2026
PIMCO Long Duration Credit Bond Portfolio14.5M $as of Jun 30, 2026
Fixed Income SHares: Series C14.1M $as of Jun 30, 2026
Mairs & Power Balanced Fund14M $as of Jun 30, 2026
DFA Global Core Plus Fixed Income Portfolio14M $as of Jul 31, 2026
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND13M $as of Jun 30, 2026
Thornburg Limited Term Income Fund12.9M $as of Jun 30, 2026
MOA CORE BOND FUND12.8M $as of Jun 30, 2026
MOA INTERMEDIATE BOND FUND12.7M $as of Jun 30, 2026
NVIT Loomis Core Bond Fund12.5M $as of Jun 30, 2026
Payden Core Bond Fund12.3M $as of Jul 31, 2026
PIMCO Investment Grade Credit Bond Fund12.3M $as of Jun 30, 2026
State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF12.2M $as of Jun 30, 2026
AVIP Bond Portfolio12M $as of Jun 30, 2026
AVIP Core Plus Bond Portfolio12M $as of Jun 30, 2026
TCW Flexible Income ETF11.7M $as of Jul 31, 2026
SIIT CORE FIXED INCOME FUND11.7M $as of May 31, 2026
Nuveen Bond Index Fund11M $as of Jun 30, 2026
Payden Corporate Bond Fund1945.9K $as of Jul 31, 2026
SIMT Core Fixed Income Fund1930.1K $as of Jun 30, 2026
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Titelia. "Fund shareholders of Mercury General Corp". https://titelia.com/en/stocks/mercury-general-corp-US5894001008