undamentalytics Newsletter

Mercury General Corp: which funds bought and sold

Institutions that bought and sold Mercury General shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 214 institutions that filed 13F reports for both quarters added to or opened positions in Mercury General, and 107 cut or closed them. Together they sold a net 93K shares, −0.4% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 890K shares (−12.3%); index fund managers were net buyers of 536K shares (+5.4%). 65 opened a new position and 30 sold out entirely.

Bought, Q2 2026 214 institutions, 65 of them new holders Sold, Q2 2026 107 institutions, 30 of them sold out
Net change, all compared −93K shares (−0.4%)
Net change, active managers −890K shares (−12.3%), 24 bought, 23 sold

Buyers versus sellers

institutions compared, 370
Active managers and hedge funds 24 bought · 23 sold · −890K
Index fund managers 8 bought · 3 sold · +536K
Other institutions 182 bought · 81 sold · +261K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Geode Capital Management, LLC Index funds +207K +27.5% 961K $102M
Blackrock, Inc. Index funds +181K +4.2% 4.5M $480M
Panagora Asset Management Inc Active manager +152K New position 152K $16.2M
American Century Companies Inc Active manager +147K +18.1% 960K $102M
Healthcare Of Ontario Pension Plan Trust Fund +83K +320.5% 109K $11.6M
Franklin Resources Inc Active manager +82K +2997.1% 85K $9.1M
Invesco Ltd. +74K +12.8% 646K $68.9M
Federated Hermes, Inc. Active manager +69K +83.9% 151K $16.1M
Susquehanna International Group, LLP +64K +277.5% 87K $9.2M
Vanguard Portfolio Management LLC Index funds +64K +3.7% 1.8M $190M
Philadelphia Financial Management Of San Francisco, LLC +63K New position 63K $6.7M
State Street Corp Index funds +61K +5.5% 1.2M $124M
Lighthouse Investment Partners, LLC Hedge fund +52K +1451.6% 56K $6M
Denali Advisors LLC +43K +113.4% 82K $8.7M
Leuthold Group, LLC +34K New position 34K $3.7M
Algert Global LLC Hedge fund +34K +19.7% 204K $21.7M
Phocas Financial Corp. +34K New position 34K $3.6M
Occudo Quantitative Strategies LP +30K New position 30K $3.2M
Zacks Investment Management +30K New position 30K $3.2M
Monument Capital Management +26K New position 26K $2.8M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Rubric Capital Management LP Hedge fund −613K −28.5% 1.5M $164M
Philosophy Capital Management LLC −257K Sold out 0 —
Jacobs Levy Equity Management, Inc Active manager −187K −53.0% 166K $17.7M
Park West Asset Management LLC Hedge fund −137K −71.1% 56K $6M
Dg Capital Management, LLC −112K −18.8% 483K $51.5M
Citadel Advisors LLC Hedge fund −110K Sold out 0 —
Jane Street Group, LLC −108K Sold out 0 —
Marshall Wace, LLP Hedge fund −91K −66.7% 46K $4.9M
UBS Group AG −81K −26.2% 227K $24.2M
Two Sigma Investments, LP Hedge fund −79K −27.2% 211K $22.4M
Millennium Management LLC Hedge fund −49K Sold out 0 —
Assenagon Asset Management S.A. −47K −59.3% 33K $3.5M
Qube Research & Technologies Ltd Hedge fund −45K −38.2% 74K $7.8M
Voloridge Investment Management, LLC Hedge fund −44K −50.9% 42K $4.5M
Renaissance Technologies LLC Hedge fund −42K −5.1% 782K $83.3M
BNP Paribas Financial Markets −37K −16.9% 181K $19.3M
UBS Am, A Distinct Business Unit Of UBS Asset Management Americas LLC −33K −39.1% 51K $5.4M
Point72 Asset Management, L.P. Hedge fund −33K Sold out 0 —
Tudor Investment Corp Et Al Hedge fund −32K Sold out 0 —
Baird Financial Group, Inc. −31K −21.2% 115K $12.2M

New positions

largest by value

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Philosophy Capital Management LLC 257K $22.7M
Citadel Advisors LLCHedge fund 110K $9.7M
Jane Street Group, LLC 108K $9.5M
Millennium Management LLCHedge fund 49K $4.3M
Point72 Asset Management, L.P.Hedge fund 33K $2.9M
Tudor Investment Corp Et AlHedge fund 32K $2.8M
Susquehanna Fundamental Investments, LLC 27K $2.3M
Man Group PLCHedge fund 16K $1.4M
Sierra Summit Advisors LLC 9,818 $865,457
Mirabella Financial Services LLP 5,459 $481,211

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
346
Ten largest holders
60.5%
of 13F-reported shares
Index fund managers
40.5%
of 13F-reported shares
Active managers and hedge funds
24.4%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 24 23 6 8 −890K −12.3%
Index fund managers 8 3 1 0 +536K +5.4%
Other institutions 182 81 58 22 +261K +3.0%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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