Titelia

Fund shareholders of Mercury General Corp

ISIN US5894001008 · United States · LEI 5493001Q9EXPCEL4W527

Fund shareholders
315
Of which ETFs
98 217 other funds
Value held
1.1B $ 4.7M SEK
Share of capital
22.3 % of 55.4M shares on Jul 30, 2026
FundSharesValueWeight in fundShare of capital
iShares Core S&P Small-Cap ETF iShares Trust 1,596,052140.7M $0.15 %2.88 %as of Mar 31, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 880,94977.7M $0.00 %1.59 %as of Mar 31, 2026 ↗
Avantis U.S. Small Cap Value ETF American Century ETF Trust 677,68861.4M $0.26 %1.22 %as of Feb 28, 2026 ↗
iShares Russell 2000 ETF iShares Trust 665,36758.7M $0.08 %1.20 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 639,28156.4M $0.03 %1.15 %as of Mar 31, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 407,75239.7M $0.25 %0.74 %as of Apr 30, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 406,61535.8M $0.06 %0.73 %as of Mar 31, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 358,45934.9M $0.25 %0.65 %as of Apr 30, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 296,00326.1M $0.03 %0.53 %as of Mar 31, 2026 ↗
Invesco S&P SmallCap Momentum ETF Invesco Exchange-Traded Fund Trust 282,55827.5M $1.00 %0.51 %as of Apr 30, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 266,13025.9M $0.08 %0.48 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 242,77521.4M $0.15 %0.44 %as of Mar 31, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 233,04820.5M $0.16 %0.42 %as of Mar 31, 2026 ↗
iShares S&P Small-Cap 600 Growth ETF iShares Trust 229,38320.2M $0.31 %0.41 %as of Mar 31, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 203,95719.8M $0.27 %0.37 %as of Apr 30, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 201,97619.7M $0.10 %0.36 %as of Apr 30, 2026 ↗
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 179,04115.8M $0.16 %0.32 %as of Mar 31, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 173,89116.9M $0.12 %0.31 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF SPDR SERIES TRUST 140,26112.4M $0.31 %0.25 %as of Mar 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 136,63012.4M $0.03 %0.25 %as of Feb 28, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 133,38212.1M $0.08 %0.24 %as of Feb 28, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 129,27811.7M $0.06 %0.23 %as of Feb 28, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 113,38511M $0.02 %0.20 %as of Apr 30, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 113,28310M $0.01 %0.20 %as of Mar 31, 2026 ↗
VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS 104,73010.2M $0.01 %0.19 %as of Apr 30, 2026 ↗
BlackRock Advantage Small Cap Core Fund BlackRock Funds 94,3118.5M $0.19 %0.17 %as of Feb 27, 2026 ↗
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 91,2498.3M $0.15 %0.16 %as of Feb 28, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 89,8808.1M $0.08 %0.16 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) S&P(R) Insurance ETF SPDR SERIES TRUST 87,5127.7M $1.85 %0.16 %as of Mar 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 84,2078.2M $0.02 %0.15 %as of Apr 30, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 79,9047.8M $0.02 %0.14 %as of Apr 30, 2026 ↗
Opus Small Cap Value ETF ETF Series Solutions 79,7987.8M $1.14 %0.14 %as of Apr 30, 2026 ↗
Nuveen Quant Small/Mid Cap Equity Fund TIAA-CREF Funds 76,0907.4M $0.29 %0.14 %as of Apr 30, 2026 ↗
Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II 73,3156.6M $0.39 %0.13 %as of Feb 28, 2026 ↗
VictoryShares US Small Mid Cap Value Momentum ETF Victory Portfolios II 72,8246.4M $0.45 %0.13 %as of Mar 31, 2026 ↗
Fidelity SAI Small-Mid Cap Momentum Index Fund Fidelity Salem Street Trust 70,4606.9M $0.16 %0.13 %as of Apr 30, 2026 ↗
WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust 60,9105.4M $0.14 %0.11 %as of Mar 31, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 59,0895.7M $0.08 %0.11 %as of Apr 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 49,2064.5M $0.00 %0.09 %as of Feb 28, 2026 ↗
Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds 48,7774.3M $0.24 %0.09 %as of Mar 31, 2026 ↗
Federated Hermes MDT Small Cap Core Fund Federated Hermes MDT Series 47,0034.6M $0.24 %0.08 %as of Apr 30, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 46,2124.2M $0.03 %0.08 %as of Feb 28, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 43,6753.8M $0.08 %0.08 %as of Mar 31, 2026 ↗
Invesco KBW Property & Casualty Insurance ETF Invesco Exchange-Traded Fund Trust II 42,8803.9M $1.40 %0.08 %as of Feb 28, 2026 ↗
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 42,3193.8M $0.15 %0.08 %as of Feb 28, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 42,2684.1M $0.14 %0.08 %as of Apr 30, 2026 ↗
VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS 41,4793.7M $0.04 %0.07 %as of Mar 31, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 41,3294M $0.08 %0.07 %as of Apr 30, 2026 ↗
First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 41,2854M $0.30 %0.07 %as of Apr 30, 2026 ↗
JNL Small Cap Index Fund JNL Series Trust 41,2363.6M $0.15 %0.07 %as of Mar 31, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 40,3883.9M $0.03 %0.07 %as of Apr 30, 2026 ↗
NORTH SQUARE DYNAMIC SMALL CAP FUND Exchange Place Advisors Trust 39,9863.6M $0.53 %0.07 %as of Feb 28, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 39,5223.6M $0.00 %0.07 %as of Feb 28, 2026 ↗
American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS 39,1003.8M $0.10 %0.07 %as of Apr 30, 2026 ↗
Invesco S&P SmallCap Value with Momentum ETF Invesco Exchange-Traded Fund Trust 38,8993.8M $0.62 %0.07 %as of Apr 30, 2026 ↗
JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust 37,9963.3M $0.14 %0.07 %as of Mar 31, 2026 ↗
Avantis U.S. Small Cap Value Fund American Century ETF Trust 37,5523.4M $0.23 %0.07 %as of Feb 28, 2026 ↗
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 34,5803.1M $0.26 %0.06 %as of Feb 28, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 34,3593M $0.00 %0.06 %as of Mar 31, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 33,2932.9M $0.16 %0.06 %as of Mar 31, 2026 ↗
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 33,0243.2M $0.09 %0.06 %as of Apr 30, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 31,6313.1M $0.08 %0.06 %as of Apr 30, 2026 ↗
Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust 30,5463M $0.13 %0.06 %as of Apr 30, 2026 ↗
VANGUARD S&P SMALL-CAP 600 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS 29,6752.7M $0.30 %0.05 %as of Feb 28, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 28,4212.5M $0.07 %0.05 %as of Mar 31, 2026 ↗
Small-Cap Value Fund Bridgeway Funds, Inc. 27,7002.4M $0.79 %0.05 %as of Mar 31, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 27,2632.7M $0.03 %0.05 %as of Apr 30, 2026 ↗
JPMorgan Small Cap Value Fund JPMorgan Trust II 27,0602.4M $0.21 %0.05 %as of Mar 31, 2026 ↗
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 22,7852M $0.15 %0.04 %as of Mar 31, 2026 ↗
Horizon Multi-Factor Small/Mid Cap Fund Horizon Funds 22,6952.1M $0.30 %0.04 %as of Feb 28, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 21,9992.1M $0.00 %0.04 %as of Apr 30, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 21,1011.9M $0.02 %0.04 %as of Feb 28, 2026 ↗
SmallCap S&P 600 Index Fund Principal Funds, Inc 20,8992M $0.15 %0.04 %as of Apr 30, 2026 ↗
SMALL CAP EQUITY FUND GuideStone Funds 20,1001.8M $0.22 %0.04 %as of Mar 31, 2026 ↗
HUSSMAN STRATEGIC MARKET CYCLE FUND Hussman Investment Trust 20,0001.8M $0.45 %0.04 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 19,8511.8M $0.16 %0.04 %as of Feb 28, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 19,7731.9M $0.23 %0.04 %as of Apr 30, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 19,4411.9M $0.08 %0.04 %as of Apr 30, 2026 ↗
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 19,1811.7M $0.15 %0.03 %as of Mar 31, 2026 ↗
Invesco S&P SmallCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II 18,8791.7M $0.71 %0.03 %as of Feb 28, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 18,7541.7M $0.19 %0.03 %as of Feb 28, 2026 ↗
Invesco S&P SmallCap Quality ETF Invesco Exchange-Traded Fund Trust II 18,4531.7M $0.68 %0.03 %as of Feb 28, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 18,4471.8M $0.00 %0.03 %as of Apr 30, 2026 ↗
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 18,2001.6M $0.08 %0.03 %as of Mar 31, 2026 ↗
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 17,7461.6M $0.15 %0.03 %as of Mar 31, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 16,6091.5M $0.00 %0.03 %as of Feb 28, 2026 ↗
PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust 16,5001.6M $0.39 %0.03 %as of Apr 30, 2026 ↗
Inspire Fidelis Multi Factor ETF Northern Lights Fund Trust IV 16,4161.5M $0.89 %0.03 %as of Feb 28, 2026 ↗
WESTWOOD QUALITY SMIDCAP FUND Ultimus Managers Trust 16,0521.6M $1.46 %0.03 %as of Apr 30, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 15,9581.6M $0.00 %0.03 %as of Apr 30, 2026 ↗
NVIT Small Cap Value Fund Nationwide Variable Insurance Trust 15,8081.4M $0.73 %0.03 %as of Mar 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 15,8011.4M $0.00 %0.03 %as of Mar 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 15,3411.4M $0.00 %0.03 %as of Feb 28, 2026 ↗
Invesco Dorsey Wright SmallCap Momentum ETF Invesco Exchange-Traded Fund Trust II 14,8391.3M $0.35 %0.03 %as of Feb 28, 2026 ↗
NVIT Multi-Manager Small Company Fund Nationwide Variable Insurance Trust 14,8021.3M $0.36 %0.03 %as of Mar 31, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 14,1971.4M $0.01 %0.03 %as of Apr 30, 2026 ↗
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 13,9101.4M $0.23 %0.03 %as of Apr 30, 2026 ↗
First Trust Mid Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 13,8311.3M $0.62 %0.02 %as of Apr 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 13,8241.2M $0.00 %0.02 %as of Mar 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 13,8121.3M $0.00 %0.02 %as of Apr 30, 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
State Street(R) SPDR(R) S&P(R) Insurance ETF SPDR SERIES TRUST 1.85 %as of Mar 31, 2026 ↗
Even Herd Long Short ETF Tidal Trust II 1.50 %as of Mar 31, 2026 ↗
WESTWOOD QUALITY SMIDCAP FUND Ultimus Managers Trust 1.46 %as of Apr 30, 2026 ↗
Invesco KBW Property & Casualty Insurance ETF Invesco Exchange-Traded Fund Trust II 1.40 %as of Feb 28, 2026 ↗
Opus Small Cap Value ETF ETF Series Solutions 1.14 %as of Apr 30, 2026 ↗
First Trust SMID Growth Strength ETF First Trust Exchange-Traded Fund VI 1.06 %as of Mar 31, 2026 ↗
First Trust SMID Capital Strength ETF First Trust Exchange-Traded Fund VI 1.02 %as of Mar 31, 2026 ↗
Invesco S&P SmallCap Momentum ETF Invesco Exchange-Traded Fund Trust 1.00 %as of Apr 30, 2026 ↗
Invesco S&P Smallcap 600 Pure Growth ETF Invesco Exchange-Traded Fund Trust 0.96 %as of Apr 30, 2026 ↗
S&P SmallCap 600 Pure Growth Fund Rydex Variable Trust 0.95 %as of Mar 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
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

Funds holding the debt of Mercury General Corp

37 funds declare 37 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
Permanent Portfolio112.4M $as of Apr 30, 2026
Navigator Tactical Fixed Income Fund112M $as of Apr 30, 2026
Thornburg Strategic Income Fund19.3M $as of Mar 31, 2026
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND15.5M $as of Feb 28, 2026
PIMCO Long Duration Credit Bond Portfolio14.5M $as of Mar 31, 2026
Mairs & Power Balanced Fund14M $as of Mar 31, 2026
MOA CORE BOND FUND13.3M $as of Mar 31, 2026
MOA INTERMEDIATE BOND FUND13M $as of Mar 31, 2026
Thornburg Limited Term Income Fund12.9M $as of Mar 31, 2026
iShares iBonds Dec 2027 Term Corporate ETF12.8M $as of Apr 30, 2026
VANGUARD SHORT-TERM BOND INDEX FUND12.6M $as of Mar 31, 2026
iShares Core U.S. Aggregate Bond ETF12.6M $as of Feb 28, 2026
VANGUARD TOTAL BOND MARKET INDEX FUND12.5M $as of Mar 31, 2026
Versatile Bond Portfolio12.4M $as of Apr 30, 2026
PIMCO Investment Grade Credit Bond Fund12.3M $as of Mar 31, 2026
SIIT CORE FIXED INCOME FUND11.7M $as of Feb 28, 2026
VANGUARD TOTAL BOND MARKET II INDEX FUND11.7M $as of Mar 31, 2026
iShares 1-5 Year Investment Grade Corporate Bond ETF11.3M $as of Feb 28, 2026
Navigator Ultra Short Bond Fund1996.6K $as of Apr 30, 2026
SIMT Core Fixed Income Fund1923.6K $as of Mar 31, 2026
iShares Broad USD Investment Grade Corporate Bond ETF1772.5K $as of Feb 28, 2026
PIMCO Long-Term Credit Bond Fund1606K $as of Mar 31, 2026
Symmetry Panoramic Global Systematic Fixed Income Fund1515.7K $as of Feb 28, 2026
PIMCO Total Return Fund IV1496.7K $as of Mar 31, 2026
Investment Grade Bond Fund1403.8K $as of Apr 30, 2026
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Titelia. "Fund shareholders of Mercury General Corp". https://titelia.com/en/stocks/mercury-general-corp-US5894001008