DaveManuel.com · Institutional Ownership · Who Owns It
MERCURY GENL CORP NEW (MCY)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
352
Reporting holders
$2.8B
Reported value
47.0%
Of shares outstanding
1.9%
Calls
0.2%
Puts
+39
Holder change
Institutions report 26,022,451 shares against 55,388,627 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $479.6M | 4,498,256 | 0.01% | 8q | +4.2%+$19.3M |
| DIMENSIONAL FUND ADVISORS LP | $230.6M | 2,163,143 | 0.04% | 31q | +0.6%+$1.4M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $189.9M | 1,781,446 | 0.01% | 2q | +3.7%+$6.8M |
| Rubric Capital Management LP | $164.3M | 1,541,440 | 1.51% | 6q | -28.5%-$65.4M |
| VANGUARD CAPITAL MANAGEMENT LLC | $131.4M | 1,232,655 | 0.00% | 2q | +0.5%+$660.6K |
| STATE STREET CORP | $123.7M | 1,159,962 | 0.00% | 31q | +5.5%+$6.5M |
| GEODE CAPITAL MANAGEMENT, LLC | $102.5M | 961,217 | 0.01% | 31q | +27.5%+$22.1M |
| AMERICAN CENTURY COMPANIES INC | $102.4M | 960,484 | 0.05% | 15q | +18.1%+$15.7M |
| DG Capital Management, LLC | $87.1M incl. $35.6M options CALL | 482,663 | 18.33% | 6q | -18.8%-$20.2M |
| RENAISSANCE TECHNOLOGIES LLC | $83.3M | 781,682 | 0.11% | 31q | -5.1%-$4.5M |
| Invesco Ltd. | $68.9M | 646,237 | 0.01% | 31q | +12.8%+$7.8M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $61.4M | 575,877 | 0.03% | 10q | HELD |
| MORGAN STANLEY | $42.7M | 400,696 | 0.00% | 35q | +6.0%+$2.4M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $37.6M | 352,262 | 0.00% | 31q | -1.4%-$534.9K |
| AQR CAPITAL MANAGEMENT LLC | $36.7M | 343,942 | 0.01% | 29q | -2.1%-$801.5K |
| NORTHERN TRUST CORP | $31.0M | 291,054 | 0.00% | 31q | +7.9%+$2.3M |
| Nuveen, LLC | $28.2M | 264,456 | 0.01% | 6q | +3.5%+$955.4K |
| Bank of New York Mellon Corp | $26.3M | 246,620 | 0.00% | 31q | +1.3%+$332.7K |
| WESTWOOD HOLDINGS GROUP INC | $25.0M | 234,471 | 0.19% | 6q | -6.6%-$1.8M |
| UBS Group AG | $24.2M | 226,665 | 0.00% | 31q | -26.2%-$8.6M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $22.6M incl. $13.4M options CALL+PUT | 86,566 | 0.00% | 11q | +277.5%+$16.6M |
| TWO SIGMA INVESTMENTS, LP | $22.4M | 210,526 | 0.02% | 16q | -27.2%-$8.4M |
| JPMORGAN CHASE & CO | $22.0M | 203,742 | 0.00% | 31q | +7.7%+$1.6M |
| ALGERT GLOBAL LLC | $21.7M | 203,830 | 0.26% | 10q | +19.7%+$3.6M |
| GOLDMAN SACHS GROUP INC | $21.4M | 200,687 | 0.00% | 31q | +3.9%+$805.8K |
| PRINCIPAL FINANCIAL GROUP INC | $19.6M | 183,706 | 0.01% | 31q | +3.2%+$601.6K |
| BNP PARIBAS FINANCIAL MARKETS | $19.3M | 180,901 | 0.01% | 31q | -16.9%-$3.9M |
| VANGUARD FIDUCIARY TRUST CO | $19.1M | 178,758 | 0.00% | 2q | +3.7%+$675.4K |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $17.7M | 165,979 | 0.06% | 16q | -53.0%-$19.9M |
| PANAGORA ASSET MANAGEMENT INC | $16.2M | 152,007 | 0.05% | new | NEW |
| FEDERATED HERMES, INC. | $16.1M | 150,789 | 0.02% | 10q | +83.9%+$7.3M |
| Allianz Asset Management GmbH | $13.9M | 130,369 | 0.01% | 2q | +14.8%+$1.8M |
| SEI INVESTMENTS CO | $13.8M | 129,298 | 0.01% | 15q | -8.7%-$1.3M |
| Connor, Clark & Lunn Investment Management Ltd. | $13.1M | 123,121 | 0.02% | 17q | -7.9%-$1.1M |
| Baird Financial Group, Inc. | $12.2M | 114,834 | 0.02% | 26q | -21.2%-$3.3M |
| RAYMOND JAMES FINANCIAL INC | $11.9M | 111,755 | 0.00% | 7q | +1.4%+$167.4K |
| Russell Investments Group, Ltd. | $11.8M | 110,918 | 0.01% | 17q | +6.0%+$667.4K |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $11.6M | 108,898 | 0.02% | 6q | +320.5%+$8.8M |
| Public Sector Pension Investment Board | $11.5M | 107,995 | 0.03% | 16q | +13.5%+$1.4M |
| VICTORY CAPITAL MANAGEMENT INC | $10.3M | 96,254 | 0.01% | 11q | +12.8%+$1.2M |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $9.9M | 92,892 | 0.05% | 7q | +25.5%+$2.0M |
| NORGES BANK | $9.5M | 89,100 | 0.00% | new | NEW |
| PEAK6 LLC | $9.4M | 87,798 | 0.02% | 4q | +18.1%+$1.4M |
| FRANKLIN RESOURCES INC | $9.1M | 85,047 | 0.00% | 10q | +2997.1%+$8.8M |
| Candriam S.C.A. | $9.1M | 85,045 | 0.04% | 2q | +27.4%+$1.9M |
| DENALI ADVISORS LLC | $8.7M | 81,535 | 0.88% | 3q | +113.4%+$4.6M |
| Aptus Capital Advisors, LLC | $8.6M | 80,195 | 0.06% | 4q | +0.6%+$51.2K |
| Qube Research & Technologies Ltd | $7.8M | 73,570 | 0.01% | 12q | -38.2%-$4.9M |
| FIRST TRUST ADVISORS LP | $7.7M | 71,795 | 0.00% | 10q | +15.5%+$1.0M |
| BANK OF AMERICA CORP /DE/ | $7.4M | 69,634 | 0.00% | 31q | -7.1%-$565.5K |
| Legal & General Group Plc | $7.3M | 68,918 | 0.00% | 31q | -5.8%-$454.8K |
| RHUMBLINE ADVISERS | $6.8M | 63,960 | 0.01% | 31q | -10.5%-$801.5K |
| Philadelphia Financial Management of San Francisco, LLC | $6.7M | 63,200 | 1.36% | new | NEW |
| PRUDENTIAL FINANCIAL INC | $6.5M | 61,367 | 0.01% | 16q | +2.3%+$149.8K |
| IMC-Chicago, LLC | $6.4M incl. $4.2M options CALL+PUT | 21,267 | 0.00% | 2q | +225.3%+$4.5M |
| CITIGROUP INC | $6.4M | 60,038 | 0.00% | 31q | +48.1%+$2.1M |
| Lighthouse Investment Partners, LLC | $6.0M | 56,106 | 0.16% | 2q | +1451.6%+$5.6M |
| Park West Asset Management LLC | $6.0M | 55,865 | 0.41% | 4q | -71.1%-$14.6M |
| LSV ASSET MANAGEMENT | $5.9M | 55,700 | 0.01% | 4q | HELD |
| Swiss National Bank | $5.9M | 55,600 | 0.00% | 31q | +1.6%+$96.0K |
| AMERIPRISE FINANCIAL INC | $5.9M | 55,155 | 0.00% | 31q | -33.1%-$2.9M |
| RITHOLTZ WEALTH MANAGEMENT | $5.7M | 53,377 | 0.08% | 4q | +31.9%+$1.4M |
| MARTINGALE ASSET MANAGEMENT L P | $5.5M | 51,649 | 0.13% | 11q | +19.5%+$897.4K |
| IEQ CAPITAL, LLC | $5.4M | 50,918 | 0.03% | 7q | -15.8%-$1.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $5.4M | 50,862 | 0.00% | 31q | -39.1%-$3.5M |
| Trexquant Investment LP | $5.2M | 48,508 | 0.03% | 17q | -8.1%-$453.1K |
| Horizon Investments, LLC | $5.0M | 47,027 | 0.05% | 5q | +22.3%+$914.1K |
| GLOBEFLEX CAPITAL L P | $4.9M | 45,964 | 0.63% | 4q | +43.0%+$1.5M |
| MARSHALL WACE, LLP | $4.9M | 45,526 | 0.00% | 2q | -66.7%-$9.7M |
| Engineers Gate Manager LP | $4.6M | 43,498 | 0.06% | 7q | -5.6%-$277.0K |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $4.5M | 42,038 | 0.02% | 4q | -50.9%-$4.7M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $4.3M | 40,066 | 0.00% | 31q | +16.2%+$596.2K |
| Thrivent Financial for Lutherans | $4.2M | 39,823 | 0.01% | 31q | +104.0%+$2.2M |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | $4.2M | 39,715 | 0.01% | 31q | HELD |
| ROYAL BANK OF CANADA | $4.2M | 39,309 | 0.00% | 31q | +63.7%+$1.6M |
| CITADEL ADVISORS LLC | $4.2M CALL+PUT | options only | 0.00% | 31q | OPTIONS |
| NEW YORK STATE COMMON RETIREMENT FUND | $4.0M | 37,770 | 0.01% | 31q | +105.0%+$2.1M |
| ROYCE & ASSOCIATES LP | $3.8M | 35,263 | 0.03% | 7q | +58.3%+$1.4M |
| LEUTHOLD GROUP, LLC | $3.7M | 34,271 | 0.37% | new | NEW |
| Phocas Financial Corp. | $3.6M | 33,574 | 0.50% | new | NEW |
| ALLIANCEBERNSTEIN L.P. | $3.6M | 40,395 | 0.00% | 31q | +15.8%+$484.8K |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $3.5M | 32,942 | 0.00% | 31q | -2.7%-$97.1K |
| Assenagon Asset Management S.A. | $3.5M | 32,602 | 0.00% | 4q | -59.3%-$5.1M |
| WELLS FARGO & COMPANY/MN | $3.4M | 31,959 | 0.00% | 31q | +78.7%+$1.5M |
| Proficio Capital Partners LLC | $3.4M | 31,801 | 0.12% | 2q | +17.8%+$513.4K |
| HUSSMAN STRATEGIC ADVISORS, INC. | $3.4M | 31,500 | 0.77% | 2q | +50.0%+$1.1M |
| DEUTSCHE BANK AG\ | $3.3M | 31,116 | 0.00% | 34q | +16.2%+$463.2K |
| OCCUDO QUANTITATIVE STRATEGIES LP | $3.2M | 30,365 | 0.17% | new | NEW |
| ZACKS INVESTMENT MANAGEMENT | $3.2M | 30,351 | 0.02% | new | NEW |
| FMR LLC | $3.0M | 28,201 | 0.00% | 31q | +3.8%+$109.5K |
| Inspire Investing, LLC | $3.0M | 28,134 | 0.12% | 23q | +16.9%+$432.9K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $3.0M | 27,700 | 0.05% | 15q | HELD |
| STATE OF WISCONSIN INVESTMENT BOARD | $2.9M | 26,961 | 0.01% | 11q | +12.4%+$318.0K |
| DARK FOREST CAPITAL MANAGEMENT LP | $2.9M | 26,743 | 0.18% | 7q | +346.4%+$2.2M |
| Monument Capital Management | $2.8M | 26,478 | 0.57% | new | NEW |
| VANGUARD ASSET MANAGEMENT, Ltd | $2.8M | 25,930 | 0.00% | 2q | +7.4%+$190.5K |
| CANADA LIFE ASSURANCE Co | $2.7M | 25,275 | 0.00% | 27q | -2.4%-$65.5K |
| Integrated Quantitative Investments LLC | $2.6M | 23,924 | 0.42% | new | NEW |
| Mariner, LLC | $2.5M | 23,672 | 0.00% | 11q | -6.6%-$178.2K |
| Walleye Trading LLC | $2.5M | 23,655 | 0.00% | 6q | +195.4%+$1.7M |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-09-30 | 13D | Vicky Wai Yee Joseph INDIVIDUAL | 35.3% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 78 | $38.0M | 383,508 | 12 | 26 | 15 | 0.0% |
| Q2 2026 | 352 | $2.8B | 26,022,451 | 69 | 143 | 77 | 2.1% |
| Q1 2026 | 313 | $2.3B | 26,029,392 | 45 | 112 | 79 | 2.3% |
| Q4 2025 | 317 | $2.5B | 25,793,575 | 52 | 91 | 100 | 2.2% |
| Q3 2025 | 288 | $2.2B | 25,676,656 | 50 | 87 | 83 | 1.6% |
| Q2 2025 | 266 | $1.8B | 25,660,469 | 39 | 74 | 96 | 2.2% |
| Q1 2025 | 254 | $1.6B | 28,011,016 | 46 | 73 | 90 | 3.8% |
| Q4 2024 | 287 | $1.6B | 24,050,213 | 43 | 90 | 79 | 0.1% |
| Q3 2024 | 264 | $1.5B | 23,827,375 | 41 | 86 | 83 | 0.2% |
| Q2 2024 | 244 | $1.3B | 23,794,976 | 37 | 79 | 78 | 0.2% |
| Q1 2024 | 230 | $1.3B | 24,538,752 | 60 | 51 | 72 | 0.4% |
| Q4 2023 | 181 | $883.9M | 23,641,315 | 21 | 48 | 66 | 0.2% |
| Q3 2023 | 171 | $653.3M | 23,267,730 | 19 | 49 | 63 | 0.2% |
| Q2 2023 | 177 | $712.2M | 23,471,501 | 17 | 62 | 64 | 0.2% |
| Q1 2023 | 192 | $749.3M | 23,525,608 | 18 | 67 | 72 | 0.2% |
| Q4 2022 | 201 | $790.3M | 23,049,477 | 40 | 57 | 75 | 0.2% |
| Q3 2022 | 191 | $732.1M | 25,721,558 | 30 | 81 | 58 | 0.1% |
| Q2 2022 | 225 | $1.1B | 24,126,468 | 30 | 79 | 73 | 0.2% |
| Q1 2022 | 237 | $1.2B | 21,943,588 | 29 | 91 | 70 | 0.5% |
| Q4 2021 | 251 | $1.5B | 27,449,323 | 23 | 77 | 89 | 0.9% |
| Q3 2021 | 243 | $1.5B | 27,189,821 | 18 | 85 | 85 | 0.5% |
| Q2 2021 | 255 | $2.2B | 33,272,140 | 21 | 92 | 89 | 0.3% |
| Q1 2021 | 268 | $2.2B | 35,374,348 | 55 | 81 | 75 | 0.4% |
| Q4 2020 | 230 | $1.9B | 35,697,840 | 38 | 74 | 76 | 0.7% |
| Q3 2020 | 225 | $1.7B | 40,992,999 | 41 | 56 | 82 | 0.2% |
| Q2 2020 | 209 | $1.5B | 36,734,253 | 35 | 71 | 73 | 0.5% |
| Q1 2020 | 220 | $2.5B | 61,724,570 | 36 | 74 | 67 | 0.2% |
| Q4 2019 | 226 | $2.3B | 47,970,462 | 31 | 69 | 75 | 0.1% |
| Q3 2019 | 225 | $3.4B | 61,132,158 | 27 | 67 | 77 | 0.1% |
| Q2 2019 | 227 | $4.0B | 63,567,130 | 31 | 70 | 74 | 0.1% |
| Q1 2019 | 229 | $3.0B | 60,554,844 | 29 | 82 | 64 | 0.1% |
| Q4 2018 | 235 | $3.2B | 62,023,894 | 7 | 5 | 3 | 0.2% |