Mercury General Corporation
DE ˙ DB ˙ US5894001008
83,00 € ↑0,70 (0,85%)
2026-06-05
DEL PRIS
SecurityDE:MCG / Mercury General Corporation
InstitutionInvesco Ltd.
Latest Disclosed Ownership572,679 shares
Latest Disclosed Value $ 50,481,654
Invesco Ltd. reports 83.21% increase in ownership of MCG / Mercury General Corporation

On May 12, 2026 - Invesco Ltd. filed a 13F-HR form disclosing ownership of 572,679 shares of Mercury General Corporation (DE:MCG) valued at $43,523,604 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 19, 2026 disclosing 312,574 shares of Mercury General Corporation. This represents a change in shares of 83.21% during the quarter. The current value of the position is $47,532,357 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-12 2026-03-31 13F MERCURY GENL CORP COM 589400100 572,679 260,105 83.21 50,482 71.70 0.0077
2026-02-19 2025-12-31 13F MERCURY GENL CORP COM 589400100 312,574 -163,193 -34.30 29,401 -27.11 0.0045
2025-11-13 2025-09-30 13F MERCURY GENL CORP COM 589400100 475,767 -52,096 -9.87 40,336 13.47 0.0064
2025-08-13 2025-06-30 13F MERCURY GENL CORP COM 589400100 527,863 -55,746 -9.55 35,546 8.96 0.0060
2025-05-12 2025-03-31 13F MERCURY GENL CORP COM 589400100 583,609 -142,134 -19.58 32,624 -32.38 0.0062
2025-02-13 2024-12-31 13F MERCURY GENL CORP COM 589400100 725,743 871 0.12 48,247 5.68 0.0089
2024-11-12 2024-09-30 13F MERCURY GENL CORP COM 589400100 724,872 225,359 45.12 45,652 71.99 0.0088
2024-08-13 2024-06-30 13F MERCURY GENL CORP COM 589400100 499,513 97,406 24.22 26,544 27.94 0.0056
2024-05-14 2024-03-31 13F MERCURY GENL CORP COM 589400100 402,107 -11,603 -2.80 20,749 34.42 0.0045
2024-02-13 2023-12-31 13F MERCURY GENL CORP COM 589400100 413,710 27,549 7.13 15,436 42.60 0.0037
2023-11-13 2023-09-30 13F MERCURY GENL CORP COM 589400100 386,161 -97,292 -20.12 10,824 -26.04 0.0029
2023-08-11 2023-06-30 13F MERCURY GENL CORP COM 589400100 483,453 -32,068 -6.22 14,634 -10.56 0.0038
2023-05-12 2023-03-31 13F MERCURY GENL CORP COM 589400100 515,521 -85,504 -14.23 16,363 -20.40 0.0046
2023-02-13 2022-12-31 13F MERCURY GENL CORP COM 589400100 601,025 -14,258 -2.32 20,555 17.54 0.0060
2022-11-14 2022-09-30 13F MERCURY GENL CORP COM 589400100 615,283 -827,504 -57.35 17,487 -72.64 0.0056
2022-08-15 2022-06-30 13F MERCURY GENL CORP COM 589400100 1,442,787 124,293 9.43 63,915 -11.86 0.0194
2022-05-16 2022-03-31 13F MERCURY GENL CORP COM 589400100 1,318,494 51,281 4.05 72,517 7.85 0.0185
2022-02-14 2021-12-31 13F MERCURY GENL CORP COM 589400100 1,267,213 127,915 11.23 67,238 6.01 0.0162
2021-11-15 2021-09-30 13F MERCURY GENL CORP COM 589400100 1,139,298 44,653 4.08 63,425 -10.79 0.0161
2021-08-17 2021-06-30 13F MERCURY GENL CORP COM 589400100 1,094,645 1,930 0.18 71,097 7.00 0.0175
2021-05-17 2021-03-31 13F MERCURY GENL CORP COM 589400100 1,092,715 -222,428 -16.91 66,448 -3.23 0.0177
2021-02-16 2020-12-31 13F MERCURY GENL CORP COM 589400100 1,315,143 107,592 8.91 68,663 37.44 0.0200
2020-11-16 2020-09-30 13F MERCURY GENL CORP COM 589400100 1,207,551 -295,593 -19.66 49,957 -18.44 0.0169
2020-08-14 2020-06-30 13F MERCURY GENL CORP COM 589400100 1,503,144 692,968 85.53 61,253 85.67 0.0219
2020-05-15 2020-03-31 13F MERCURY GENL CORP COM 589400100 810,176 -67,625 -7.70 32,991 -22.87 0.0139
2020-02-14 2019-12-31 13F MERCURY GENL CORP COM 589400100 877,801 154,095 21.29 42,776 5.77 0.0133
2019-11-14 2019-09-30 13F MERCURY GENL CORP COM 589400100 723,706 -925,556 -56.12 40,441 -60.77 0.0106
2019-08-14 2019-06-30 13F/A-1 MERCURY GENL CORP COM 589400100 1,649,262 121,421 7.95 103,079 34.75 0.0265
2019-08-14 2019-06-30 13F MERCURY GENL CORP COM 589400100 1,649,262 -1,520,532 103,079
2019-05-15 2019-03-31 13F MERCURY GENL CORP COM 589400100 1,527,841 45,316 3.06 76,499 -0.21 0.0258
2019-02-14 2018-12-31 13F MERCURY GENL CORP COM 589400100 1,482,525 844,973 132.53 76,661 139.72 0.0293
2018-11-14 2018-09-30 13F MERCURY GENL CORP COM 589400100 637,552 -95,982 -13.08 31,980 -4.31 0.0101
2018-08-14 2018-06-30 13F MERCURY GENL CORP COM 589400100 733,534 -5,498 -0.74 33,420 -1.41 0.0111
2018-05-15 2018-03-31 13F MERCURY GENL CORP COM 589400100 739,032 80,854 12.28 33,899 -3.62 0.0127
2018-02-14 2017-12-31 13F MERCURY GENL CORP COM 589400100 658,178 78,144 13.47 35,173 6.96 0.0127
2017-11-14 2017-09-30 13F MERCURY GENL CORP COM 589400100 580,034 -255,684 -30.59 32,883 -27.14 0.0121
2017-08-14 2017-06-30 13F MERCURY GENL CORP COM 589400100 835,718 181,461 27.74 45,129 13.10 0.0140
2017-05-15 2017-03-31 13F MERCURY GENL CORP COM 589400100 654,257 91,968 16.36 39,903 17.86 0.0131
2017-02-14 2016-12-31 13F MERCURY GENL CORP COM 589400100 562,289 -185,936 -24.85 33,856 -17.50 0.0114
2016-11-14 2016-09-30 13F MERCURY GENL CORP COM 589400100 748,225 92,253 14.06 41,040 17.69 0.0141
2016-08-15 2016-06-30 13F MERCURY GENL CORP COM 589400100 655,972 218,153 49.83 34,872 43.51 0.0128
2016-05-16 2016-03-31 13F MERCURY GENL CORP COM 589400100 437,819 -346 -0.08 24,299 19.08 0.0099
2016-02-16 2015-12-31 13F MERCURY GENL CORP COM 589400100 438,165 -68,340 -13.49 20,405 -20.24 0.0081
2015-11-16 2015-09-30 13F MERCURY GENL CORP COM 589400100 506,505 150,986 42.47 25,583 29.31 0.0109
2015-08-14 2015-06-30 13F MERCURY GENL CORP COMMON 589400100 355,519 -40,598 -10.25 19,785 -13.51 0.0078
2015-05-15 2015-03-31 13F MERCURY GENL CORP COMMON 589400100 396,117 45,166 12.87 22,875 15.02 0.0089
2015-02-13 2014-12-31 13F MERCURY GENL CORP COMMON 589400100 350,951 -12,175 -3.35 19,888 12.20 0.0077
2014-11-14 2014-09-30 13F MERCURY GENL CORP COMMON 589400100 363,126 -49,796 -12.06 17,725 -8.75 0.0071
2014-08-14 2014-06-30 13F MERCURY GENL CORP COMMON 589400100 412,922 27,098 7.02 19,424 11.68 0.0076
2014-05-15 2014-03-31 13F MERCURY GENL CORP COMMON 589400100 385,824 -34,329 -8.17 17,393 -16.72 0.0071
2014-02-13 2013-12-31 13F MERCURY GENL CORP COMMON 589400100 420,153 -176 -0.04 20,886 2.86 0.0083
2013-11-13 2013-09-30 13F MERCURY GENL CORP COMMON 589400100 420,329 -44,216 -9.52 20,305 -0.57 0.0088
2013-08-14 2013-06-30 13F MERCURY GENL CORP COMMON 589400100 464,545 464,545 20,421 0.0095
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.