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
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 3,289350.7K $0.09 %0.01 %as of Jun 30, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 3,156336.5K $0.04 %0.01 %as of Jun 30, 2026 ↗
YORKTOWN GROWTH FUND American Pension Investors Trust 3,100332.1K $0.27 %0.01 %as of Jul 31, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 3,070328.9K $0.04 %0.01 %as of Jul 31, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 3,059327.7K $0.09 %0.01 %as of Jul 31, 2026 ↗
MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp 3,045324.7K $0.15 %0.01 %as of Jun 30, 2026 ↗
VANGUARD U.S. MULTIFACTOR FUND VANGUARD WELLINGTON FUND 3,036297.6K $0.11 %0.01 %as of May 31, 2026 ↗
Column Small Cap Fund Trust for Professional Managers 3,022296.2K $0.06 %0.01 %as of May 31, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 2,949315.9K $0.01 %0.01 %as of Jul 31, 2026 ↗
First Trust SMID Growth Strength ETF First Trust Exchange-Traded Fund VI 2,936313K $1.10 %0.01 %as of Jun 30, 2026 ↗
Small Cap Core Fund Northern Funds 2,674285.1K $0.07 %0.00 %as of Jun 30, 2026 ↗
iShares Morningstar Small-Cap Value ETF iShares Trust 2,604278.9K $0.04 %0.00 %as of Jul 31, 2026 ↗
iShares ESG Select Screened S&P Small-Cap ETF iShares Trust 2,598277K $0.17 %0.00 %as of Jun 30, 2026 ↗
VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust 2,552272.1K $0.09 %0.00 %as of Jun 30, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 2,482265.9K $0.10 %0.00 %as of Jul 31, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 2,477264.1K $0.09 %0.00 %as of Jun 30, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS 2,428258.9K $0.11 %0.00 %as of Jun 30, 2026 ↗
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 2,336249.1K $0.02 %0.00 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 2,331228.5K $0.00 %0.00 %as of May 31, 2026 ↗
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 2,306245.9K $0.17 %0.00 %as of Jun 30, 2026 ↗
JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust 2,204235K $0.06 %0.00 %as of Jun 30, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 2,182232.6K $0.09 %0.00 %as of Jun 30, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 2,159230.2K $0.04 %0.00 %as of Jun 30, 2026 ↗
THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds 2,087223.6K $0.01 %0.00 %as of Jul 31, 2026 ↗
Dimensional US Vector Equity ETF Dimensional ETF Trust 2,063221K $0.04 %0.00 %as of Jul 31, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 2,018216.2K $0.01 %0.00 %as of Jul 31, 2026 ↗
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 2,000213.2K $0.00 %0.00 %as of Jun 30, 2026 ↗
Avantis U.S. Small Cap Equity Fund American Century ETF Trust 1,981194.2K $0.14 %0.00 %as of May 31, 2026 ↗
AVIP BlackRock Advantage Small Cap Growth Portfolio AuguStar Variable Insurance Products Fund Inc 1,875199.9K $0.14 %0.00 %as of Jun 30, 2026 ↗
BlackRock Advantage SMID Cap V.I. Fund BlackRock Variable Series Funds, Inc. 1,861198.4K $0.11 %0.00 %as of Jun 30, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 1,852197.5K $0.03 %0.00 %as of Jun 30, 2026 ↗
Eventide Small Cap ETF Strategy Shares 1,830196K $0.54 %0.00 %as of Jul 31, 2026 ↗
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 1,811193.1K $0.09 %0.00 %as of Jun 30, 2026 ↗
Horizon Small/Mid Cap Core Equity ETF Horizon Funds 1,743170.9K $0.28 %0.00 %as of May 31, 2026 ↗
GuideMark Small/Mid Cap Core Fund GPS Funds I 1,721183.5K $0.18 %0.00 %as of Jun 30, 2026 ↗
Franklin U.S. Small Cap Multifactor Index ETF Franklin Templeton ETF Trust 1,701181.4K $0.35 %0.00 %as of Jun 30, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 1,683165K $0.02 %0.00 %as of May 31, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 1,634175K $0.01 %0.00 %as of Jul 31, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 1,620173.5K $0.00 %0.00 %as of Jul 31, 2026 ↗
Invesco S&P SmallCap Financials ETF Invesco Exchange-Traded Fund Trust II 1,601156.9K $0.64 %0.00 %as of May 31, 2026 ↗
Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds 1,600170.6K $0.00 %0.00 %as of Jun 30, 2026 ↗
JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust 1,541164.3K $0.00 %0.00 %as of Jun 30, 2026 ↗
SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST 1,522162.3K $0.11 %0.00 %as of Jun 30, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 1,507160.7K $0.01 %0.00 %as of Jun 30, 2026 ↗
HUSSMAN STRATEGIC ALLOCATION FUND Hussman Investment Trust 1,500159.9K $0.66 %0.00 %as of Jun 30, 2026 ↗
Russell Investments U.S. Small Cap Equity ETF Russell Investments Exchange Traded Funds 1,420151.4K $0.19 %0.00 %as of Jun 30, 2026 ↗
PGIM Balanced Fund Prudential Investment Portfolios, Inc. 1,400149.3K $0.01 %0.00 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST 1,360145K $0.02 %0.00 %as of Jun 30, 2026 ↗
Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc 1,329142.4K $0.07 %0.00 %as of Jul 31, 2026 ↗
Small-Cap Equity Portfolio PACIFIC SELECT FUND 1,300138.6K $0.04 %0.00 %as of Jun 30, 2026 ↗
PGIM Quant Solutions Large-Cap Value Fund Prudential Investment Portfolios 3 1,300127.4K $0.05 %0.00 %as of May 29, 2026 ↗
ProShares Russell 2000 High Income ETF ProShares Trust 1,268124.3K $0.07 %0.00 %as of May 31, 2026 ↗
THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 1,255133.8K $0.00 %0.00 %as of Jun 30, 2026 ↗
Intech S&P Small-Mid Cap Diversified Alpha ETF Tidal Trust III 1,242133K $0.10 %0.00 %as of Jul 31, 2026 ↗
Avantis U.S. Equity Fund American Century ETF Trust 1,199117.5K $0.02 %0.00 %as of May 31, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 1,171124.9K $0.00 %0.00 %as of Jun 30, 2026 ↗
NAA SMALL GROWTH SERIES New Age Alpha Variable Funds Trust 1,147122.3K $0.42 %0.00 %as of Jun 30, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 1,125110.3K $0.01 %0.00 %as of May 31, 2026 ↗
S&P SmallCap 600 Pure Growth Fund Rydex Variable Trust 1,115118.9K $0.92 %0.00 %as of Jun 30, 2026 ↗
SA T. Rowe Price Allocation Moderately Aggressive Portfolio SUNAMERICA SERIES TRUST 1,100117.8K $0.01 %0.00 %as of Jul 31, 2026 ↗
iShares Morningstar Small-Cap ETF iShares Trust 1,096117.4K $0.04 %0.00 %as of Jul 31, 2026 ↗
Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS 1,094116.6K $0.06 %0.00 %as of Jun 30, 2026 ↗
Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds 1,051112.6K $0.01 %0.00 %as of Jul 31, 2026 ↗
Longboard Fund NORTHERN LIGHTS FUND TRUST II 1,037101.7K $0.09 %0.00 %as of May 31, 2026 ↗
ProShares UltraPro Russell2000 ProShares Trust 1,00298.2K $0.03 %0.00 %as of May 31, 2026 ↗
BNY Mellon US Small Cap Core Equity ETF BNY Mellon ETF Trust 994106.5K $0.12 %0.00 %as of Jul 31, 2026 ↗
ProShares Ultra Russell2000 ProShares Trust 99197.1K $0.04 %0.00 %as of May 31, 2026 ↗
THRIVENT ALL CAP PORTFOLIO Thrivent Series Fund, Inc. 985105K $0.05 %0.00 %as of Jun 30, 2026 ↗
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 975104K $0.04 %0.00 %as of Jun 30, 2026 ↗
Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust 969103.8K $0.11 %0.00 %as of Jul 31, 2026 ↗
Avantis Total Equity Markets ETF American Century ETF Trust 87986.2K $0.01 %0.00 %as of May 31, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 86992.7K $0.01 %0.00 %as of Jun 30, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 85992K $0.01 %0.00 %as of Jul 31, 2026 ↗
Penn Series Small Cap Index Fund Penn Series Funds Inc 80085.3K $0.09 %0.00 %as of Jun 30, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 78476.9K $0.01 %0.00 %as of May 31, 2026 ↗
S&P SmallCap Index Fund SHELTON FUNDS 73972.4K $0.15 %0.00 %as of May 31, 2026 ↗
Multimanager Aggressive Equity Portfolio EQ Advisors Trust 70074.6K $0.00 %0.00 %as of Jun 30, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 68973.5K $0.01 %0.00 %as of Jun 30, 2026 ↗
KraneShares Man Buyout Beta Index ETF Krane Shares Trust 67171.5K $0.42 %0.00 %as of Jun 30, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 65569.8K $0.00 %0.00 %as of Jun 30, 2026 ↗
Saratoga Small Capitalization Portfolio SARATOGA ADVANTAGE TRUST 63462.2K $0.86 %0.00 %as of May 31, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 63462.2K $0.01 %0.00 %as of May 31, 2026 ↗
WisdomTree U.S. SmallCap Quality Growth Fund WisdomTree Trust 63267.4K $0.58 %0.00 %as of Jun 30, 2026 ↗
PROFUND VP SMALLCAP GROWTH ProFunds 62366.4K $0.31 %0.00 %as of Jun 30, 2026 ↗
Venerable US Small Cap Fund Venerable Variable Insurance Trust 54357.9K $0.04 %0.00 %as of Jun 30, 2026 ↗
PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF PIMCO Equity Series 49953.2K $0.02 %0.00 %as of Jun 30, 2026 ↗
Spectrum Fund Meeder Funds 47050.1K $0.02 %0.00 %as of Jun 30, 2026 ↗
THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds 46049.3K $0.00 %0.00 %as of Jul 31, 2026 ↗
Royce Quant Small-Cap Quality Value ETF Legg Mason ETF Investment Trust 44947.9K $0.17 %0.00 %as of Jun 30, 2026 ↗
Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust 43746.8K $0.39 %0.00 %as of Jul 31, 2026 ↗
Simplify Piper Sandler US Small-Cap PLUS Income ETF Simplify Exchange Traded Funds 43246.1K $0.67 %0.00 %as of Jun 30, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 42945.7K $0.00 %0.00 %as of Jun 30, 2026 ↗
Muirfield Fund Meeder Funds 42745.5K $0.00 %0.00 %as of Jun 30, 2026 ↗
EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust 40743.4K $0.01 %0.00 %as of Jun 30, 2026 ↗
THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds 35638.1K $0.00 %0.00 %as of Jul 31, 2026 ↗
ULTRA SMALL CAP PROFUND ProFunds 35137.6K $0.06 %0.00 %as of Jul 31, 2026 ↗
ProShares Ultra SmallCap600 ProShares Trust 31831.2K $0.12 %0.00 %as of May 31, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 28430.3K $0.00 %0.00 %as of Jun 30, 2026 ↗
THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. 28130K $0.00 %0.00 %as of Jun 30, 2026 ↗
THRIVENT CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds 27629.4K $0.00 %0.00 %as of Jun 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
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
Cite this page

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