Mercury General Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

DB:MCG Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Role	Shares	Max Price
03 Dec 24	Sell€79,104	Heidi Sullivan	Individual		1,076	€73.52

Insider Trading Volume

Insider Buying: MCG insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of MCG?
Owner Type	Number of Shares	Ownership Percentage
State or Government	14,238	0.0257%
General Public	2,665,503	4.81%
Institutions	23,936,875	43.2%
Individual Insiders	28,754,511	51.9%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 85.35% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
35.3%	George Joseph	19,567,934	€1.2b	0%	no data
16.5%	Gloria Joseph	9,160,000	€584.4m	0%	no data
8.33%	BlackRock, Inc.	4,614,675	€294.4m	-1.26%	no data
6.33%	The Vanguard Group, Inc.	3,504,385	€223.6m	5.54%	no data
3.69%	Dimensional Fund Advisors LP	2,040,522	€130.2m	2.07%	0.02%
2.1%	Renaissance Technologies LLC	1,165,082	€74.3m	-0.82%	0.11%
1.82%	State Street Global Advisors, Inc.	1,010,426	€64.5m	0.14%	no data
1.23%	Invesco Capital Management LLC	683,149	€43.6m	45.5%	0.02%
1.13%	Geode Capital Management, LLC	623,460	€39.8m	2.51%	no data
0.87%	Arrowstreet Capital, Limited Partnership	481,395	€30.7m	28.3%	0.03%
0.82%	Charles Schwab Investment Management, Inc.	455,827	€29.1m	-5.09%	no data
0.79%	Columbia Management Investment Advisers, LLC	438,840	€28.0m	-4.16%	0.01%
0.75%	Driehaus Capital Management LLC	415,075	€26.5m	0.89%	0.17%
0.67%	Jacobs Levy Equity Management Inc	368,305	€23.5m	-2.33%	0.09%
0.57%	Goldman Sachs Asset Management, L.P.	315,969	€20.2m	-0.23%	0.01%
0.56%	Morgan Stanley, Investment Banking and Brokerage Investments	309,661	€19.8m	20.5%	no data
0.54%	Point72 Asset Management, L.P.	296,971	€18.9m	924%	0.05%
0.52%	BNY Asset Management	286,702	€18.3m	-7.11%	no data
0.49%	Phase 2 Partners, LLC	273,955	€17.5m	142%	10.52%
0.49%	Northern Trust Global Investments	272,094	€17.4m	-1.05%	no data
0.39%	Assenagon Asset Management S.A.	214,427	€13.7m	608%	0.02%
0.38%	Lighthouse Investment Partners, LLC	208,538	€13.3m	115%	0.75%
0.35%	Qube Research & Technologies Ltd	192,061	€12.3m	65.4%	0.03%
0.33%	Hennessy Advisors, Inc.	180,000	€11.5m	12.6%	0.36%
0.32%	Robert W. Baird & Co. Incorporated, Asset Management Arm	177,419	€11.3m	-8.33%	0.02%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/01/05 09:39
End of Day Share Price	2025/01/03 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Mercury General Corporation is covered by 9 analysts. 1 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Alison Jacobowitz	BofA Global Research
Kenneth Billingsley	Compass Point Research & Trading, LLC
Charles Gates	Credit Suisse