MERCURY GENL CORP NEW MCY
COM · Common Stock · CUSIP 589400100
Multiple-line American insurance organization
- SectorFinancials
- IndustryFire, Marine & Casualty Insurance
- HeadquartersLos Angeles, CA
- Founded1961
- Websitemercuryinsurance.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($603.6k this quarter). Holder counts are more reliable. Shares outstanding: 55.4m as of 2024-07-25, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $53.14. Options: 4 managers hold calls ($1.8m notional), 3 hold puts ($265.5k).
Trends to Q2 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 204 |
| Q4 2022 | 200 |
| Q1 2023 | 191 |
| Q2 2023 | 179 |
| Q3 2023 | 171 |
| Q4 2023 | 181 |
| Q1 2024 | 229 |
| Q2 2024 | 242 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 98 | 104 |
| Q1 2023 | 86 | 95 |
| Q2 2023 | 80 | 96 |
| Q3 2023 | 72 | 93 |
| Q4 2023 | 75 | 88 |
| Q1 2024 | 113 | 90 |
| Q2 2024 | 120 | 106 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2023 | $1.1m | $81.3k | 0.08 |
| Q4 2023 | $1.3m | $537.3k | 0.42 |
| Q1 2024 | $4.5m | $283.8k | 0.06 |
| Q2 2024 | $1.8m | $265.5k | 0.15 |
Biggest buyers
| GOLDMAN SACHS GROUP INC | Added | +178.4k |
| LAKEWOOD CAPITAL MANAGEMENT, LP | New | +176.7k |
| HENNESSY ADVISORS INC | New | +159.8k |
| JACOBS LEVY EQUITY MANAGEMENT, INC | Added | +155.4k |
| Invesco Ltd. | Added | +97.4k |
| DIMENSIONAL FUND ADVISORS LP | Added | +89.0k |
| Lighthouse Investment Partners, LLC | Added | +86.2k |
| TWO SIGMA INVESTMENTS, LP | Added | +75.7k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Added | +69.3k |
| VANGUARD GROUP INC | Added | +63.8k |
Biggest sellers
| MORGAN STANLEY | Reduced | -1.5m |
| ABSHER WEALTH MANAGEMENT, LLC | Reduced | -273.5k |
| SPEECE THORSON CAPITAL GROUP INC | Reduced | -104.1k |
| Informed Momentum Co LLC | Sold out | -78.1k |
| Driehaus Capital Management LLC | Reduced | -74.3k |
| Assenagon Asset Management S.A. | Reduced | -65.5k |
| AMERIPRISE FINANCIAL INC | Reduced | -60.3k |
| BRANDES INVESTMENT PARTNERS, LP | Reduced | -50.3k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | Reduced | -44.3k |
| NORGES BANK | Reduced | -40.3k |
Biggest calls
| CITADEL ADVISORS LLC | Reduced | $961.8k18.1k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $690.8k13.0k shares |
| SIMPLEX TRADING, LLC | Reduced | $122.0k2.3k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| CITADEL ADVISORS LLC | Reduced | $228.5k4.3k shares |
| SIMPLEX TRADING, LLC | New | $37.0k700 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
Joseph Vicky Wai Yee
13D · may seek influence
new · filed 2026-09-30
Stated purposeGeneral The Reporting Person intends to review her investments in the Issuer on a continuing basis. Any actions the Reporting Person might undertake may be made at any time and from time to time without prior notice and will be dependent upon the Reporting Person's review of numerous factors, including, but not limited to: an ongoing evaluation of the Issuer's business, financial condition, operations and prospects; price levels of the Issuer's securities; general market, industry and economic conditions; the relative attractiveness of alternative business and investment opportunities; and other future developments. The Reporting Person may acquire additional securities of the Issuer, or retain or sell all or a portion of the securities then held, in the open market or in privately negot… Full filing |
35.3% |
| BlackRock, Inc. 13G · institution filed 2025-04-17 | 7.3% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27)
Insider purchases and sales in Q2 2024
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q3 2022 | 1 | $13.3k | 0 | — | — |
| Q4 2022 | 0 | — | 0 | — | — |
| Q1 2023 | 1 | $7.5k | 0 | — | — |
| Q2 2023 | 1 | $7.3k | 0 | — | — |
| Q3 2023 | 1 | $7.1k | 0 | — | — |
| Q4 2023 | 0 | — | 0 | — | — |
| Q1 2024 | 0 | — | 0 | — | — |
| Q2 2024 | 0 | — | 0 | — | — |
None reported in Q2 2024.
Holders, Q2 2024
| Manager | Shares | Change |
|---|---|---|
| BlackRock Inc. 0.01% of their portfolio | 4.7m $248.3m | Added +6.8k |
| VANGUARD GROUP INC 0.00% of their portfolio | 3.3m $176.5m | Added +63.8k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 2.0m $106.2m | Added +89.0k |
| SEMPER AUGUSTUS INVESTMENTS GROUP LLC 13.26% of their portfolio | 1.4m $74.1m | Added +756 |
| RENAISSANCE TECHNOLOGIES LLC 0.11% of their portfolio | 1.2m $62.4m | Reduced -31.8k |
| STATE STREET CORP 0.00% of their portfolio | 1.0m $53.6m | Reduced -22.0k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 608.2k $32.3m | Added +22.6k |
| Invesco Ltd. 0.01% of their portfolio | 499.5k $26.5m | Added +97.4k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 480.3k $25.5m | Reduced -14.1k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 457.9k $24.3m | Reduced -60.3k |
| ABSHER WEALTH MANAGEMENT, LLC 3.18% of their portfolio | 426.2k $22.7m | Reduced -273.5k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 426.0k $22.6m | Added +178.4k |
| Driehaus Capital Management LLC 0.21% of their portfolio | 411.4k $21.9m | Reduced -74.3k |
| MORGAN STANLEY 0.00% of their portfolio | 385.7k $20.5m | Reduced -1.5m |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.08% of their portfolio | 377.1k $20.0m | Added +155.4k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.02% of their portfolio | 375.3k $19.9m | Added +69.3k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 310.3k $16.5m | Added +11.2k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 293.7k $15.6m | Reduced -35.9k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 275.0k $14.6m | Reduced -7.5k |
| Baird Financial Group, Inc. 0.02% of their portfolio | 193.5k $10.3m | Reduced -3.9k |
| LAKEWOOD CAPITAL MANAGEMENT, LP 0.81% of their portfolio | 176.7k $9.4m | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 172.6k $9.2m | Added +54.6k |
| HENNESSY ADVISORS INC 0.32% of their portfolio | 159.8k $8.5m | New |
| PANAGORA ASSET MANAGEMENT INC 0.04% of their portfolio | 147.8k $7.9m | Added +45.7k |
| SPEECE THORSON CAPITAL GROUP INC 1.52% of their portfolio | 140.1k $7.4m | Reduced -104.1k |
| TWO SIGMA INVESTMENTS, LP 0.02% of their portfolio | 133.8k $7.1m | Added +75.7k |
| TWO SIGMA ADVISERS, LP 0.02% of their portfolio | 132.3k $7.0m | Added +4.1k |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 131.2k $7.0m | Reduced -6.8k |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 116.1k $6.2m | Added +54.3k |
| Phase 2 Partners, LLC 3.62% of their portfolio | 113.1k $6.0m | Added +63.5k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 110.3k $5.9m | Reduced -30.7k |
| Lighthouse Investment Partners, LLC 0.29% of their portfolio | 97.2k $5.2m | Added +86.2k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 84.3k $4.5m | Reduced -896 |
| Legal & General Group Plc 0.00% of their portfolio | 75.5k $4.0m | Added +379 |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 75.0k $4.0m | Added +21.7k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.09% of their portfolio | 73.6k $3.9m | Reduced -44.3k |
| ZACKS INVESTMENT MANAGEMENT 0.04% of their portfolio | 68.9k $3.7m | Added +11.6k |
| Allianz Asset Management GmbH 0.01% of their portfolio | 66.4k $3.5m | Added +16.4k |
| BRANDES INVESTMENT PARTNERS, LP 0.04% of their portfolio | 65.4k $3.4m | Reduced -50.3k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 63.5k $3.4m | Reduced -18.7k |
| Wallace Capital Management Inc. 0.46% of their portfolio | 59.6k $3.2m | Reduced -479 |
| Public Sector Pension Investment Board 0.02% of their portfolio | 58.4k $3.1m | Added +4.0k |
| Trexquant Investment LP 0.05% of their portfolio | 57.4k $3.0m | Added +39.5k |
| D.A. DAVIDSON & CO. 0.03% of their portfolio | 54.6k $2.9m | Reduced -11.1k |
| Swiss National Bank 0.00% of their portfolio | 54.6k $2.9m | Unchanged |
| Gunderson Capital Management LLC 1.23% of their portfolio | 53.7k $2.9m | New |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 52.7k $2.8m | Added +9.0k |
| Connor, Clark & Lunn Investment Management Ltd. 0.01% of their portfolio | 52.0k $2.8m | Added +10.0k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 52.0k $2.8m | Added +18.6k |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.02% of their portfolio | 50.8k $2.7m | Added +3.1k |
| MARTINGALE ASSET MANAGEMENT L P 0.06% of their portfolio | 49.6k $2.6m | Added +3.0k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 47.4k $2.5m | Added +32.2k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 46.8k $2.5m | Reduced -2.7k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 46.8k $2.5m | Added +29.9k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 45.2k $2.4m | Added +18.8k |
| Edgestream Partners, L.P. 0.10% of their portfolio | 40.7k $2.2m | New |
| SIT INVESTMENT ASSOCIATES INC 0.05% of their portfolio | 40.2k $2.1m | Added +690 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 39.8k $2.1m | Added +28.0k |
| UBS Group AG 0.00% of their portfolio | 38.6k $2.1m | Added +3.2k |
| MARSHALL WACE, LLP 0.00% of their portfolio | 35.1k $1.9m | Reduced -32.0k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 33.7k $1.8m | Added +2.1k |
| SG Americas Securities, LLC 0.01% of their portfolio | 33.0k $1.8m | Added +30.4k |
| Schonfeld Strategic Advisors LLC 0.01% of their portfolio | 32.7k $1.7m | New |
| Assenagon Asset Management S.A. 0.00% of their portfolio | 30.3k $1.6m | Reduced -65.5k |
| NORGES BANK 0.00% of their portfolio | 29.6k $1.6m | Reduced -40.3k |
| CANADA LIFE ASSURANCE Co 0.00% of their portfolio | 28.9k $1.5m | Added +5.3k |
| Allspring Global Investments Holdings, LLC 0.00% of their portfolio | 28.8k $1.5m | Added +21.1k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 28.4k $1.5m | Reduced -1.2k |
| Cubist Systematic Strategies, LLC 0.03% of their portfolio | 28.0k $1.5m | Reduced -4.8k |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 27.2k $1.4m | Reduced -309 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 26.9k $1.4m | Reduced -648 |
| Bank & Trust Co 1.16% of their portfolio | 25.7k $1.4m | First filing |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 25.2k $1.3m | Reduced -4.5k |
| KESTRA PRIVATE WEALTH SERVICES, LLC 0.03% of their portfolio | 25.1k $1.3m | Reduced -12.3k |
| ISLAY CAPITAL MANAGEMENT, LLC 0.91% of their portfolio | 23.8k $1.3m | New |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 22.3k $1.2m | Added +658 |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 22.3k $1.2m | Reduced -774 |
| Thrivent Financial for Lutherans 0.00% of their portfolio | 22.1k $1.2m | Reduced -993 |
| WINTON GROUP Ltd 0.07% of their portfolio | 20.9k $1.1m | Reduced -459 |
| Mariner, LLC 0.00% of their portfolio | 20.7k $1.1m | Reduced -34 |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 20.2k $1.1m | Added +7.0k |
| Ensign Peak Advisors, Inc 0.00% of their portfolio | 20.2k $1.1m | Unchanged |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 19.4k $1.0m | Reduced -6.5k |
| Y-Intercept (Hong Kong) Ltd 0.05% of their portfolio | 18.9k $1.0m | New |
| CITIGROUP INC 0.00% of their portfolio | 18.6k $989.7k | Added +1.3k |
| GLOBEFLEX CAPITAL L P 0.10% of their portfolio | 18.1k $963.1k | Added +11.5k |
| ALGERT GLOBAL LLC 0.03% of their portfolio | 18.1k $961.1k | Added +5.4k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio | 17.5k $929.5k | Added +8.8k |
| Man Group plc 0.00% of their portfolio | 17.5k $927.7k | New |
| CHARTWELL INVESTMENT PARTNERS, LLC 0.03% of their portfolio | 17.3k $920.0k | New |
| Counterpoint Mutual Funds LLC 0.21% of their portfolio | 17.0k $905.5k | Added +6.7k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 16.3k $865.5k | Added +2.5k |
| Quadrature Capital Ltd 0.01% of their portfolio | 16.2k $864.0k | Added +1.8k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 16.1k $857.5k | Added +1.9k |
| Keeley-Teton Advisors, LLC 0.11% of their portfolio | 16.1k $855.8k | Unchanged |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 15.7k $832.2k | Added +396 |
| State of Alaska, Department of Revenue 0.01% of their portfolio | 15.6k $829.0k | Reduced -586 |
| Corebridge Financial, Inc. 0.00% of their portfolio | 15.5k $824.9k | First filing |
| MetLife Investment Management, LLC 0.00% of their portfolio | 15.5k $821.4k | Added +1.5k |
| Illinois Municipal Retirement Fund 0.01% of their portfolio | 15.3k $814.4k | Added +146 |