Mercury General Ownership

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

Recent Insider Transactions

NYSE:MCY Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
23 May 25	BuyUS$899,252	Victor Joseph	Individual	15,000	US$59.95
16 May 25	BuyUS$92,866	Ximeng Zhang	Individual	1,500	US$61.91
03 Dec 24	SellUS$83,153	Heidi Sullivan	Individual	1,076	US$77.28

Insider Trading Volume

Insider Buying: MCY insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of MCY?
Owner Type	Number of Shares	Ownership Percentage
State or Government	6,557	0.0116%
Institutions	27,773,790	49.1%
Individual Insiders	28,820,730	50.9%

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

Top Shareholders

Top 25 shareholders own 90.2% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
35.3%	George Joseph	19,567,934	US$1.3b	0%	no data
16.5%	Gloria Joseph	9,160,000	US$622.3m	0%	no data
8.4%	BlackRock, Inc.	4,653,513	US$316.2m	-1.23%	no data
6.21%	The Vanguard Group, Inc.	3,439,432	US$233.7m	-6.28%	no data
3.8%	Dimensional Fund Advisors LP	2,105,976	US$143.1m	2.39%	0.02%
3.29%	Rubric Capital Management LP	1,821,783	US$123.8m	0%	2.12%
2.41%	State Street Global Advisors, Inc.	1,335,461	US$90.7m	1.97%	no data
2.32%	Renaissance Technologies LLC	1,287,679	US$87.5m	12%	0.12%
1.18%	Geode Capital Management, LLC	654,055	US$44.4m	5.03%	no data
1.06%	DG Capital Management, LLC	585,372	US$39.8m	0%	19.38%
1.05%	Arrowstreet Capital, Limited Partnership	584,172	US$39.7m	20.3%	0.03%
1.02%	Invesco Capital Management LLC	562,966	US$38.2m	-20%	0.01%
0.89%	Westwood Management Corp.	491,687	US$33.4m	0%	0.24%
0.74%	Charles Schwab Investment Management, Inc.	407,857	US$27.7m	-5.09%	no data
0.73%	American Century Investment Management Inc	405,464	US$27.5m	32.9%	0.01%
0.63%	Diameter Capital Partners LP	350,000	US$23.8m	0%	5.02%
0.61%	AQR Capital Management, LLC	335,842	US$22.8m	55.7%	0.02%
0.59%	Morgan Stanley, Investment Banking and Brokerage Investments	328,681	US$22.3m	19%	no data
0.56%	Bank of America Corporation, Asset Management Arm	307,518	US$20.9m	1,930%	0.01%
0.53%	BNY Asset Management	294,481	US$20.0m	-2.16%	no data
0.53%	UBS Asset Management AG	293,935	US$20.0m	34.4%	no data
0.49%	Northern Trust Global Investments	273,683	US$18.6m	-2%	no data
0.49%	Jacobs Levy Equity Management Inc	272,153	US$18.5m	-26.5%	0.07%
0.4%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	221,493	US$15.0m	213%	no data
0.39%	Connor, Clark & Lunn Investment Management Ltd.	216,735	US$14.7m	84.6%	0.05%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/07/18 06:44
End of Day Share Price	2025/07/18 00:00
Earnings	2025/03/31
Annual Earnings	2024/12/31

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.

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 Github.

Analyst Sources

Mercury General Corporation is covered by 8 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
Charles Gates	Credit Suisse
Christopher Campbell	Keefe, Bruyette, & Woods