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
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| Invesco S&P SmallCap 600 GARP ETF Invesco Exchange-Traded Fund Trust II | 264 | 25.9K $ | 0.88 % | 0.00 % | as of May 31, 2026 ↗ |
| SMALL-CAP GROWTH PROFUND ProFunds | 258 | 27.6K $ | 0.33 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Themes US Small Cap Cash Flow Champions ETF Themes ETF Trust | 253 | 27K $ | 0.87 % | 0.00 % | as of Jun 30, 2026 ↗ |
| PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND | 250 | 26.7K $ | 0.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
| New Covenant Growth Fund NEW COVENANT FUNDS | 233 | 24.8K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| SmallCap Growth Fund I Principal Funds, Inc | 216 | 23.1K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Dynamic Allocation Fund Meeder Funds | 214 | 22.8K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| THRIVENT DYNAMIC ALLOCATION FUND Thrivent Mutual Funds | 202 | 21.6K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Clearwater Select Equity Fund Clearwater Investment Trust | 192 | 20.5K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| THRIVENT DYNAMIC ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 180 | 19.2K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| THRIVENT CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 163 | 17.4K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 161 | 17.2K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 152 | 16.3K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 147 | 15.7K $ | 0.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 112 | 11.9K $ | 0.06 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Balanced Fund Meeder Funds | 107 | 11.4K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 106 | 11.4K $ | 0.01 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Innovator U.S. Small Cap Managed 10 Buffer ETF Innovator ETFs Trust | 104 | 11.1K $ | 0.10 % | 0.00 % | as of Jul 31, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST | 99 | 10.6K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 82 | 8.7K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 73 | 7.8K $ | 0.07 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Fidelity Flex Small Cap Focused Index Fund Fidelity Salem Street Trust | 70 | 7.5K $ | 0.04 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 68 | 7.3K $ | 0.04 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Columbia Research Enhanced Small Cap ETF Columbia ETF Trust I | 49 | 5.2K $ | 0.14 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 40 | 4.3K $ | 0.06 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Avantis Inflation Focused Equity ETF American Century ETF Trust | 31 | 3K $ | 0.03 % | 0.00 % | as of May 31, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 25 | 2.5K $ | 0.01 % | 0.00 % | as of May 31, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 23 | 2.5K $ | 0.03 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Moderate Allocation Fund Meeder Funds | 23 | 2.5K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Conservative Allocation Fund Meeder Funds | 21 | 2.2K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 8 | 853 $ | 0.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 8 | 784.2 $ | 0.07 % | 0.00 % | as of May 31, 2026 ↗ |
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.
| Fund | Weight 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.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 331 | +17 | 12,988,994 | +5.3 % |
| 2026Q2 | 314 | +24 | 12,339,555 | +5.8 % |
| 2026Q1 | 290 | +18 | 11,657,672 | +0.0 % |
| 2025Q4 | 272 | -5 | 11,655,224 | -3.0 % |
| 2025Q3 | 277 | -16 | 12,015,636 | -3.7 % |
| 2025Q2 | 293 | -1 | 12,482,305 | -2.7 % |
| 2025Q1 | 294 | +11 | 12,827,105 | +1.6 % |
| 2024Q4 | 283 | +20 | 12,626,746 | +1.6 % |
| 2024Q3 | 263 | +18 | 12,430,960 | -0.4 % |
| 2024Q2 | 245 | +30 | 12,485,002 | +2.3 % |
| 2024Q1 | 215 | -3 | 12,204,365 | +0.1 % |
| 2023Q4 | 218 | 12,194,520 |
Institutional managers
298 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 4,317,164 | 380.6M $ | as of Mar 31, 2026 |
| Rubric Capital Management LP | 2,154,504 | 189.9M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 2,149,647 | 189.5M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 1,099,091 | 96.9M $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 823,582 | 72.6M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 813,320 | 71.7M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 754,127 | 66.5M $ | as of Mar 31, 2026 |
| DG Capital Management, LLC | 594,377 | 52.4M $ | as of Mar 31, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 574,897 | 50.7M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 572,679 | 50.5M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 378,172 | 33.3M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 357,279 | 31.5M $ | as of Mar 31, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 352,849 | 31.1M $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 351,459 | 30.9M $ | as of Mar 31, 2026 |
| UBS Group AG | 307,171 | 27.1M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 289,047 | 25.5M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 269,738 | 23.8M $ | as of Mar 31, 2026 |
| Philosophy Capital Management LLC | 257,296 | 22.7M $ | as of Mar 31, 2026 |
| Nuveen, LLC | 255,495 | 22.5M $ | as of Mar 31, 2026 |
| WESTWOOD HOLDINGS GROUP INC | 251,025 | 22.1M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 243,500 | 21.5M $ | as of Mar 31, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | 217,713 | 19.2M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 193,129 | 17M $ | as of Mar 31, 2026 |
| Park West Asset Management LLC | 193,006 | 17M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 189,128 | 16.6M $ | 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.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Vicky Wai Yee Joseph | 35.30 % | 19,573,858 | as 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.
Cite this page
Titelia. "Fund shareholders of Mercury General Corp". https://titelia.com/en/stocks/mercury-general-corp-US5894001008