Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in MCY held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 4.3M | $380.6M | -7.3% | 7.794% | 0.01% |
| 2 | Rubric Capital Management LP | 2.2M | $189.9M | +4.9% | 3.890% | 2.33% |
| 3 | DIMENSIONAL FUND ADVISORS LP | 2.1M | $189.5M | +2.2% | 3.881% | 0.04% |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1.7M | $151.4M | — | 3.102% | 0.01% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 1.2M | $108.1M | — | 2.214% | 0.00% |
| 6 | STATE STREET CORP | 1.1M | $96.9M | -0.8% | 1.984% | 0.00% |
| 7 | DG Capital Management, LLC | 949K | $83.6M | -14.1% | 1.713% | 26.51% |
| 8 | RENAISSANCE TECHNOLOGIES LLC | 824K | $72.6M | -6.6% | 1.487% | 0.11% |
| 9 | AMERICAN CENTURY COMPANIES INC | 813K | $71.7M | +16.3% | 1.468% | 0.04% |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 754K | $66.5M | +19.1% | 1.361% | 0.00% |
| 11 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 575K | $50.7M | +0.0% | 1.038% | 0.03% |
| 12 | Invesco Ltd. | 573K | $50.5M | +83.2% | 1.034% | 0.01% |
| 13 | MORGAN STANLEY | 378K | $33.3M | -2.1% | 0.683% | 0.00% |
| 14 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 357K | $31.5M | -1.8% | 0.645% | 0.00% |
| 15 | JACOBS LEVY EQUITY MANAGEMENT, INC | 353K | $31.1M | -13.5% | 0.637% | 0.13% |
| 16 | AQR CAPITAL MANAGEMENT LLC | 351K | $30.9M | +3.1% | 0.634% | 0.01% |
| 17 | UBS Group AG | 307K | $27.1M | +137.6% | 0.555% | 0.00% |
| 18 | TWO SIGMA INVESTMENTS, LP | 289K | $25.5M | +35.0% | 0.522% | 0.02% |
| 19 | NORTHERN TRUST CORP | 270K | $23.8M | +3.9% | 0.487% | 0.00% |
| 20 | Philosophy Capital Management LLC | 257K | $22.7M | +0.4% | 0.464% | 2.59% |
| 21 | Nuveen, LLC | 255K | $22.5M | -11.4% | 0.461% | 0.01% |
| 22 | WESTWOOD HOLDINGS GROUP INC | 251K | $22.1M | -46.0% | 0.453% | 0.16% |
| 23 | Bank of New York Mellon Corp | 244K | $21.5M | -2.2% | 0.440% | 0.00% |
| 24 | BNP PARIBAS ARBITRAGE, SA | 218K | $19.2M | +34.0% | 0.393% | 0.01% |
| 25 | GOLDMAN SACHS GROUP INC | 193K | $17.0M | +42.3% | 0.349% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in MCY — a direct measure of their conviction.
Filings activity in MCY during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 300 | 3.2% | 40.67% | 2.80 pp | $2.27B | 6.4% |
| Q4 2025 | 310 | +10% | 43.47% | +4.74 pp | $2.43B | +12% |
| Q3 2025 | 281 | +6.8% | 38.73% | +7.41 pp | $2.17B | +24% |
| Q2 2025 | 263 | +5.2% | 31.32% | +3.40 pp | $1.75B | +12% |
| Q1 2025 | 250 | 11% | 27.92% | 3.95 pp | $1.56B | 12% |
| Q4 2024 | 280 | +8.5% | 31.87% | +5.58 pp | $1.78B | +21% |
| Q3 2024 | 258 | +7.9% | 26.29% | +4.39 pp | $1.47B | +20% |
| Q2 2024 | 239 | — | 21.90% | — | $1.22B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying MCY stock.
Based on Q1 2026 13F filings, institutional ownership of Mercury General Corporation stands at 40.7%, held across 300 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of MCY, with approximately 4,317,164 shares worth $0.38B as of Q1 2026.
Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of MCY, including RENAISSANCE TECHNOLOGIES LLC, TWO SIGMA INVESTMENTS, LP.
Our composite Smart Money Score for MCY is 40 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
48 institutions opened new positions in MCY during Q1 2026, while 58 fully exited. 85 added to existing positions and 166 trimmed.
MCY institutional ownership fell by 2.80 percentage points quarter-over-quarter, with a net change of -10 holders.
The top 10 institutions account for 62.1% of all reported 13F value in MCY, and the top 25 account for 80.9%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Mercury General Corporation (MCY) Institutional Ownership