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
Dimensional US Core Equity Market ETF Dimensional ETF Trust 14,2071.5M $0.01 %0.03 %as of Jul 31, 2026 ↗
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 13,9101.5M $0.23 %0.03 %as of Jul 31, 2026 ↗
Small Cap Index Fund Northern Funds 13,7791.5M $0.09 %0.02 %as of Jun 30, 2026 ↗
VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC 13,5641.4M $0.34 %0.02 %as of Jun 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 13,4781.4M $0.00 %0.02 %as of Jun 30, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 13,0671.4M $0.09 %0.02 %as of Jul 31, 2026 ↗
Federated Hermes MDT Small Cap Value Fund f/k/a Federated Hermes Clover Small Value Fund Federated Hermes Equity Funds 12,9031.4M $0.79 %0.02 %as of Jun 30, 2026 ↗
iShares U.S. Insurance ETF iShares Trust 12,8971.4M $0.33 %0.02 %as of Jun 30, 2026 ↗
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 12,8181.4M $0.04 %0.02 %as of Jun 30, 2026 ↗
BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. 12,5771.3M $0.16 %0.02 %as of Jul 31, 2026 ↗
Invesco S&P Smallcap 600 Pure Growth ETF Invesco Exchange-Traded Fund Trust 12,4541.3M $0.97 %0.02 %as of Jul 31, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 12,3031.3M $0.01 %0.02 %as of Jun 30, 2026 ↗
SGI Small Cap Core Fund RBB Fund, Inc. 11,8391.2M $0.87 %0.02 %as of May 31, 2026 ↗
WisdomTree U.S. MidCap Fund WisdomTree Trust 11,5331.2M $0.13 %0.02 %as of Jun 30, 2026 ↗
Gotham 1000 Value ETF Tidal Trust I 11,1851.2M $0.51 %0.02 %as of Jun 30, 2026 ↗
NVIT Small Cap Value Fund Nationwide Variable Insurance Trust 11,0581.2M $0.53 %0.02 %as of Jun 30, 2026 ↗
Small-Cap Value Portfolio PACIFIC SELECT FUND 11,0571.2M $0.27 %0.02 %as of Jun 30, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 11,0001.2M $0.05 %0.02 %as of Jun 30, 2026 ↗
Federated Hermes MDT Small Cap Core ETF Federated Hermes ETF Trust 10,9011.1M $0.39 %0.02 %as of May 31, 2026 ↗
Small Cap Index Fund VALIC Co I 10,8921.1M $0.08 %0.02 %as of May 31, 2026 ↗
VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND 10,7551.1M $0.16 %0.02 %as of May 31, 2026 ↗
Invesco Dorsey Wright Financial Momentum ETF Invesco Exchange-Traded Fund Trust 10,7321.1M $1.94 %0.02 %as of Jul 31, 2026 ↗
Timothy Plan US Small Cap Core ETF Timothy Plan 10,6951.1M $0.32 %0.02 %as of Jun 30, 2026 ↗
Diversified Equity Alpha Master Portfolio Master Investment Portfolio 10,2611.1M $0.04 %0.02 %as of Jun 30, 2026 ↗
NVIT Multi-Manager Small Company Fund Nationwide Variable Insurance Trust 10,1021.1M $0.24 %0.02 %as of Jun 30, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 9,8141.1M $0.04 %0.02 %as of Jul 31, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 9,5921M $0.00 %0.02 %as of Jul 31, 2026 ↗
Small Cap Value Fund Northern Funds 9,5041M $0.15 %0.02 %as of Jun 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 9,4371M $0.03 %0.02 %as of Jun 30, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 9,337995.5K $0.12 %0.02 %as of Jun 30, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 9,263908.1K $0.00 %0.02 %as of May 31, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 9,008883.1K $0.31 %0.02 %as of May 31, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 9,004960K $0.09 %0.02 %as of Jun 30, 2026 ↗
ETC 6 Meridian Low Beta Equity Strategy ETF EXCHANGE TRADED CONCEPTS TRUST 8,942876.6K $0.46 %0.02 %as of May 31, 2026 ↗
Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 8,917950.7K $0.15 %0.02 %as of Jun 30, 2026 ↗
Cambria Value and Momentum ETF Cambria ETF Trust 8,866949.7K $0.87 %0.02 %as of Jul 31, 2026 ↗
Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS 8,831941.6K $0.15 %0.02 %as of Jun 30, 2026 ↗
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS 8,580914.8K $0.03 %0.02 %as of Jun 30, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 8,462902.2K $0.08 %0.02 %as of Jun 30, 2026 ↗
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 8,428826.2K $0.06 %0.02 %as of May 31, 2026 ↗
BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. 8,114865.1K $0.09 %0.01 %as of Jun 30, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 8,063859.7K $0.09 %0.01 %as of Jun 30, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 7,914775.8K $0.03 %0.01 %as of May 31, 2026 ↗
iShares US Small Cap Value Factor ETF iShares Trust 7,828834.6K $0.42 %0.01 %as of Jun 30, 2026 ↗
AQR Small Cap Multi-Style Fund AQR Funds 7,777829.2K $0.22 %0.01 %as of Jun 30, 2026 ↗
JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I 7,772828.7K $0.25 %0.01 %as of Jun 30, 2026 ↗
John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust 7,329781.4K $0.11 %0.01 %as of Jun 30, 2026 ↗
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 7,320784.1K $0.03 %0.01 %as of Jul 31, 2026 ↗
Fidelity Enhanced Large Cap Value ETF Fidelity Covington Trust 7,261774.2K $0.02 %0.01 %as of Jun 30, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 7,101760.7K $0.03 %0.01 %as of Jul 31, 2026 ↗
AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust 7,088755.7K $0.16 %0.01 %as of Jun 30, 2026 ↗
iShares Russell 3000 ETF iShares Trust 7,061752.8K $0.00 %0.01 %as of Jun 30, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 6,922738K $0.03 %0.01 %as of Jun 30, 2026 ↗
JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 6,731721K $0.10 %0.01 %as of Jul 31, 2026 ↗
Small Cap Value Fund VALIC Co I 6,436630.9K $0.25 %0.01 %as of May 31, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 6,165657.3K $0.09 %0.01 %as of Jun 30, 2026 ↗
Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV 6,076595.6K $0.19 %0.01 %as of May 31, 2026 ↗
First Trust Active Factor Small Cap ETF First Trust Exchange-Traded Fund VIII 6,025590.6K $0.60 %0.01 %as of May 31, 2026 ↗
Even Herd Long Short ETF Tidal Trust II 6,019641.7K $1.06 %0.01 %as of Jun 30, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 5,817620.2K $0.01 %0.01 %as of Jun 30, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 5,682608.7K $0.02 %0.01 %as of Jul 31, 2026 ↗
Leuthold Select Industries ETF Managed Portfolio Series 5,611598.2K $0.50 %0.01 %as of Jun 30, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 5,590596K $0.05 %0.01 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 5,576594.5K $0.00 %0.01 %as of Jun 30, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 5,5584.7M SEK0.02 %0.01 %as of Mar 31, 2026 ↗
S&P SmallCap 600 Pure Growth Fund Rydex Series Funds 5,459582K $0.96 %0.01 %as of Jun 30, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 5,431579.1K $0.09 %0.01 %as of Jun 30, 2026 ↗
BlackRock Advantage Small Cap Growth Fund BlackRock Funds 5,303565.4K $0.07 %0.01 %as of Jun 30, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 5,215556K $0.03 %0.01 %as of Jun 30, 2026 ↗
VANGUARD U.S. QUALITY FACTOR ETF VANGUARD WELLINGTON FUND 5,179507.7K $0.11 %0.01 %as of May 31, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 5,158552.5K $0.02 %0.01 %as of Jul 31, 2026 ↗
Sparrow Growth Fund SPARROW FUNDS 5,110500.9K $0.65 %0.01 %as of May 31, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 5,004536K $0.04 %0.01 %as of Jul 31, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 5,000533.1K $0.01 %0.01 %as of Jun 30, 2026 ↗
Hartford Multifactor Small Cap ETF Lattice Strategies Trust 4,651498.2K $0.81 %0.01 %as of Jul 31, 2026 ↗
iShares Morningstar Small-Cap Growth ETF iShares Trust 4,486480.5K $0.05 %0.01 %as of Jul 31, 2026 ↗
THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 4,241452.2K $0.01 %0.01 %as of Jun 30, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 4,233451.3K $0.09 %0.01 %as of Jun 30, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 4,218449.7K $0.01 %0.01 %as of Jun 30, 2026 ↗
Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 4,205412.2K $0.17 %0.01 %as of May 31, 2026 ↗
JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust 4,157443.2K $0.02 %0.01 %as of Jun 30, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 4,115438.7K $0.09 %0.01 %as of Jun 30, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 4,108440K $0.02 %0.01 %as of Jul 31, 2026 ↗
JNL/Mellon Financial Sector Fund JNL Series Trust 4,088435.9K $0.03 %0.01 %as of Jun 30, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 4,001428.6K $0.10 %0.01 %as of Jul 31, 2026 ↗
Longview Advantage ETF RBB Fund Trust 3,990391.1K $0.06 %0.01 %as of May 31, 2026 ↗
1290 VT Small Cap Value Portfolio EQ Advisors Trust 3,950421.1K $0.09 %0.01 %as of Jun 30, 2026 ↗
PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds 3,903416.1K $0.18 %0.01 %as of Jun 30, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 3,878380.2K $0.03 %0.01 %as of May 31, 2026 ↗
LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 3,877413.4K $0.17 %0.01 %as of Jun 30, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 3,869412.5K $0.12 %0.01 %as of Jun 30, 2026 ↗
Small Cap Opportunities Trust John Hancock Variable Insurance Trust 3,856411.1K $0.20 %0.01 %as of Jun 30, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 3,786403.7K $0.09 %0.01 %as of Jun 30, 2026 ↗
First Trust Active Factor Mid Cap ETF First Trust Exchange-Traded Fund VIII 3,721364.8K $0.23 %0.01 %as of May 31, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 3,583382K $0.02 %0.01 %as of Jun 30, 2026 ↗
First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 3,360359.9K $0.21 %0.01 %as of Jul 31, 2026 ↗
Sterling Capital Behavioral Small Cap Value Fund Sterling Capital Funds 3,340356.1K $0.44 %0.01 %as of Jun 30, 2026 ↗
WisdomTree U.S. Total Dividend Fund WisdomTree Trust 3,321354.1K $0.02 %0.01 %as of Jun 30, 2026 ↗
Applied Finance IVS US SMID ETF ETF Opportunities Trust 3,306352.5K $1.31 %0.01 %as of Jun 30, 2026 ↗
AVIP AB Small Cap Portfolio AuguStar Variable Insurance Products Fund Inc 3,300351.8K $0.11 %0.01 %as of Jun 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
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