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
Diversified Equity Master Portfolio Master Investment Portfolio 13,5781.2M $0.04 %0.02 %as of Mar 31, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 13,5001.2M $0.07 %0.02 %as of Mar 31, 2026 ↗
VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC 13,4031.2M $0.33 %0.02 %as of Mar 31, 2026 ↗
BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. 13,2921.3M $0.15 %0.02 %as of Apr 30, 2026 ↗
JPMorgan U.S. Small Company Fund JPMorgan Trust I 12,8871.1M $0.12 %0.02 %as of Mar 31, 2026 ↗
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 12,8181.1M $0.04 %0.02 %as of Mar 31, 2026 ↗
Small Cap Index Fund Northern Funds 12,5311.1M $0.08 %0.02 %as of Mar 31, 2026 ↗
SGI Small Cap Core Fund RBB Fund, Inc. 12,0971.1M $0.90 %0.02 %as of Feb 28, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 12,0791.1M $0.01 %0.02 %as of Mar 31, 2026 ↗
Invesco S&P Smallcap 600 Pure Growth ETF Invesco Exchange-Traded Fund Trust 12,0261.2M $0.96 %0.02 %as of Apr 30, 2026 ↗
iShares U.S. Insurance ETF iShares Trust 11,8431M $0.28 %0.02 %as of Mar 31, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 11,8231.2M $0.12 %0.02 %as of Apr 30, 2026 ↗
BlackRock Advantage Small Cap Growth Fund BlackRock Funds 11,6731M $0.15 %0.02 %as of Mar 31, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 11,6591.1M $0.08 %0.02 %as of Apr 30, 2026 ↗
WisdomTree U.S. MidCap Fund WisdomTree Trust 11,4861M $0.12 %0.02 %as of Mar 31, 2026 ↗
Small Cap Index Fund VALIC Co I 10,894986.8K $0.08 %0.02 %as of Feb 28, 2026 ↗
VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND 10,755974.2K $0.17 %0.02 %as of Feb 28, 2026 ↗
Gotham 1000 Value ETF Tidal Trust I 10,681941.5K $0.44 %0.02 %as of Mar 31, 2026 ↗
Federated Hermes MDT Small Cap Value Fund f/k/a Federated Hermes Clover Small Value Fund Federated Hermes Equity Funds 10,427919.1K $0.61 %0.02 %as of Mar 31, 2026 ↗
Catholic Responsible Investments Small-Cap Fund Catholic Responsible Investments Funds 9,982971.3K $0.15 %0.02 %as of Apr 30, 2026 ↗
Even Herd Long Short ETF Tidal Trust II 9,740858.6K $1.50 %0.02 %as of Mar 31, 2026 ↗
JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 9,555929.8K $0.13 %0.02 %as of Apr 30, 2026 ↗
Small Cap Value Fund Northern Funds 9,504837.8K $0.14 %0.02 %as of Mar 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 9,414916.1K $0.04 %0.02 %as of Apr 30, 2026 ↗
Small-Cap Value Portfolio PACIFIC SELECT FUND 9,384827.2K $0.22 %0.02 %as of Mar 31, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 9,337823.1K $0.03 %0.02 %as of Mar 31, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 9,337823.1K $0.11 %0.02 %as of Mar 31, 2026 ↗
Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS 9,267816.9K $0.15 %0.02 %as of Mar 31, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 9,263839K $0.00 %0.02 %as of Feb 28, 2026 ↗
Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 9,097801.9K $0.15 %0.02 %as of Mar 31, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 8,900784.5K $0.04 %0.02 %as of Mar 31, 2026 ↗
iShares US Small Cap Value Factor ETF iShares Trust 8,537752.5K $0.45 %0.02 %as of Mar 31, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 8,511750.2K $0.08 %0.02 %as of Mar 31, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 8,298807.5K $0.00 %0.01 %as of Apr 30, 2026 ↗
Timothy Plan US Small Cap Core ETF Timothy Plan 8,281730K $0.24 %0.01 %as of Mar 31, 2026 ↗
BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. 8,114715.2K $0.09 %0.01 %as of Mar 31, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 8,050709.6K $0.07 %0.01 %as of Mar 31, 2026 ↗
John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust 8,031707.9K $0.11 %0.01 %as of Mar 31, 2026 ↗
Cambria Value and Momentum ETF Cambria ETF Trust 7,944773K $0.93 %0.01 %as of Apr 30, 2026 ↗
iShares Morningstar Small-Cap Growth ETF iShares Trust 7,927771.4K $0.08 %0.01 %as of Apr 30, 2026 ↗
AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust 7,680677K $0.16 %0.01 %as of Mar 31, 2026 ↗
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 7,428722.8K $0.03 %0.01 %as of Apr 30, 2026 ↗
JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I 7,270640.9K $0.21 %0.01 %as of Mar 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 7,117627.4K $0.00 %0.01 %as of Mar 31, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 7,101691K $0.03 %0.01 %as of Apr 30, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 7,101626K $0.08 %0.01 %as of Mar 31, 2026 ↗
Federated Hermes MDT Small Cap Core ETF Federated Hermes ETF Trust 7,076640.9K $0.42 %0.01 %as of Feb 28, 2026 ↗
Fidelity Enhanced Large Cap Value ETF Fidelity Covington Trust 7,073623.5K $0.02 %0.01 %as of Mar 31, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 6,922610.2K $0.03 %0.01 %as of Mar 31, 2026 ↗
First Trust SMID Capital Strength ETF First Trust Exchange-Traded Fund VI 6,512574K $1.02 %0.01 %as of Mar 31, 2026 ↗
AQR Small Cap Multi-Style Fund AQR Funds 6,336558.5K $0.37 %0.01 %as of Mar 31, 2026 ↗
Barrons 400 ETF ALPS ETF TRUST 6,134555.6K $0.26 %0.01 %as of Feb 28, 2026 ↗
U.S. Strategic Equity Fund RUSSELL INVESTMENT CO 5,947578.7K $0.02 %0.01 %as of Apr 30, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 5,858530.6K $0.02 %0.01 %as of Feb 28, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 5,590492.8K $0.05 %0.01 %as of Mar 31, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 5,5584.7M SEK0.02 %0.01 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 5,496484.5K $0.00 %0.01 %as of Mar 31, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 5,389475K $0.08 %0.01 %as of Mar 31, 2026 ↗
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS 5,255463.2K $0.02 %0.01 %as of Mar 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 5,215459.7K $0.03 %0.01 %as of Mar 31, 2026 ↗
Sparrow Growth Fund SPARROW FUNDS 5,110462.9K $0.67 %0.01 %as of Feb 28, 2026 ↗
Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV 5,080460.1K $0.18 %0.01 %as of Feb 28, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 5,000440.8K $0.01 %0.01 %as of Mar 31, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 4,894476.2K $0.02 %0.01 %as of Apr 30, 2026 ↗
Federated Hermes MDT Small Cap Growth Fund Federated Hermes MDT Series 4,888475.7K $0.06 %0.01 %as of Apr 30, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 4,869429.2K $0.08 %0.01 %as of Mar 31, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 4,760463.2K $0.02 %0.01 %as of Apr 30, 2026 ↗
Small Cap Value Fund VALIC Co I 4,527410.1K $0.16 %0.01 %as of Feb 28, 2026 ↗
Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 4,522409.6K $0.18 %0.01 %as of Feb 28, 2026 ↗
JNL/Mellon Financial Sector Fund JNL Series Trust 4,360384.3K $0.03 %0.01 %as of Mar 31, 2026 ↗
Hartford Multifactor Small Cap ETF Lattice Strategies Trust 4,282416.7K $0.76 %0.01 %as of Apr 30, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 4,247413.3K $0.03 %0.01 %as of Apr 30, 2026 ↗
JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust 4,157366.4K $0.02 %0.01 %as of Mar 31, 2026 ↗
1290 VT Small Cap Value Portfolio EQ Advisors Trust 4,089360.4K $0.08 %0.01 %as of Mar 31, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 4,044393.5K $0.10 %0.01 %as of Apr 30, 2026 ↗
PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds 3,903344K $0.17 %0.01 %as of Mar 31, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 3,878351.3K $0.03 %0.01 %as of Feb 28, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 3,869341.1K $0.11 %0.01 %as of Mar 31, 2026 ↗
Small Cap Opportunities Trust John Hancock Variable Insurance Trust 3,856339.9K $0.18 %0.01 %as of Mar 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 3,824337.1K $0.04 %0.01 %as of Mar 31, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 3,766332K $0.08 %0.01 %as of Mar 31, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 3,583315.8K $0.03 %0.01 %as of Mar 31, 2026 ↗
VANGUARD U.S. QUALITY FACTOR ETF VANGUARD WELLINGTON FUND 3,581324.4K $0.07 %0.01 %as of Feb 28, 2026 ↗
First Trust SMID Growth Strength ETF First Trust Exchange-Traded Fund VI 3,330293.5K $1.06 %0.01 %as of Mar 31, 2026 ↗
WisdomTree U.S. Total Dividend Fund WisdomTree Trust 3,311291.9K $0.02 %0.01 %as of Mar 31, 2026 ↗
AVIP AB Small Cap Portfolio AuguStar Variable Insurance Products Fund Inc 3,300290.9K $0.11 %0.01 %as of Mar 31, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 3,288289.8K $0.08 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 3,239285.5K $0.08 %0.01 %as of Mar 31, 2026 ↗
YORKTOWN GROWTH FUND American Pension Investors Trust 3,100301.7K $0.25 %0.01 %as of Apr 30, 2026 ↗
MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp 3,043268.2K $0.15 %0.01 %as of Mar 31, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 3,042296K $0.04 %0.01 %as of Apr 30, 2026 ↗
VANGUARD U.S. MULTIFACTOR FUND VANGUARD WELLINGTON FUND 3,036275K $0.11 %0.01 %as of Feb 28, 2026 ↗
Column Small Cap Fund Trust for Professional Managers 3,022273.7K $0.05 %0.01 %as of Feb 28, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 3,016265.9K $0.08 %0.01 %as of Mar 31, 2026 ↗
Invesco Dorsey Wright Financial Momentum ETF Invesco Exchange-Traded Fund Trust 2,982290.2K $0.86 %0.01 %as of Apr 30, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 2,891281.3K $0.08 %0.01 %as of Apr 30, 2026 ↗
LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 2,834249.8K $0.12 %0.01 %as of Mar 31, 2026 ↗
First Trust Active Factor Small Cap ETF First Trust Exchange-Traded Fund VIII 2,826256K $0.30 %0.01 %as of Feb 28, 2026 ↗
Small Cap Core Fund Northern Funds 2,750242.4K $0.07 %0.00 %as of Mar 31, 2026 ↗
First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 2,673260.1K $0.19 %0.00 %as of Apr 30, 2026 ↗

Download this table: CSV, JSON

Report an error

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
Cite this page

Titelia. "Fund shareholders of Mercury General Corp". https://titelia.com/en/stocks/mercury-general-corp-US5894001008