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
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 82 | 7.2K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Innovator U.S. Small Cap Managed 10 Buffer ETF Innovator ETFs Trust | 78 | 7.6K $ | 0.10 % | 0.00 % | as of Apr 30, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 68 | 6K $ | 0.05 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Flex Small Cap Focused Index Fund Fidelity Salem Street Trust | 64 | 6.2K $ | 0.04 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 61 | 5.4K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST | 55 | 4.8K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 49 | 4.8K $ | 0.06 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Columbia Research Enhanced Small Cap ETF Columbia ETF Trust I | 48 | 4.2K $ | 0.14 % | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds | 40 | 3.9K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 37 | 3.3K $ | 0.05 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 28 | 2.5K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 27 | 2.6K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Avantis Inflation Focused Equity ETF American Century ETF Trust | 24 | 2.2K $ | 0.02 % | 0.00 % | as of Feb 28, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 8 | 724.6 $ | 0.06 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 7 | 617.1 $ | 0.02 % | 0.00 % | as of Mar 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 | |
|---|---|---|
| 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.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 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 |
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.
Cite this page
Titelia. "Fund shareholders of Mercury General Corp". https://titelia.com/en/stocks/mercury-general-corp-US5894001008