Mercury General Corporation
US ˙ NYSE ˙ US5894001008

SecurityMCY / Mercury General Corporation
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership2,149,647 shares
Latest Disclosed Value $ 189,491,888
Dimensional Fund Advisors Lp reports 2.21% increase in ownership of MCY / Mercury General Corporation

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 2,149,647 shares of Mercury General Corporation (US:MCY) valued at $189,491,383 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 2,103,088 shares of Mercury General Corporation. This represents a change in shares of 2.21% during the quarter. The current value of the position is $218,124,681 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)
2026-05-07 2026-03-31 13F MERCURY GENL CORP COM 589400100 2,149,647 46,559 2.21 189,492 -4.21 0.0085
2026-02-12 2025-12-31 13F MERCURY GENL CORP COM 589400100 2,103,088 23,353 1.12 197,816 12.20 0.0415
2025-11-12 2025-09-30 13F MERCURY GENL CORP COM 589400100 2,079,735 9,278 0.45 176,311 26.46 0.0378
2025-08-12 2025-06-30 13F MERCURY GENL CORP COM 589400100 2,070,457 -35,519 -1.69 139,420 18.43 0.0323
2025-05-13 2025-03-31 13F MERCURY GENL CORP COM 589400100 2,105,976 49,155 2.39 117,723 -13.91 0.0293
2025-02-13 2024-12-31 13F MERCURY GENL CORP COM 589400100 2,056,821 16,299 0.80 136,739 6.40 0.0328
2024-11-07 2024-09-30 13F MERCURY GENL CORP COM 589400100 2,040,522 41,287 2.07 128,513 20.97 0.0312
2024-08-09 2024-06-30 13F MERCURY GENL CORP COM 589400100 1,999,235 88,954 4.66 106,237 7.78 0.0277
2024-05-10 2024-03-31 13F MERCURY GENL CORP COM 589400100 1,910,281 16,400 0.87 98,570 39.50 0.0267
2024-02-07 2023-12-31 13F MERCURY GENL CORP COM 589400100 1,893,881 79,659 4.39 70,662 38.95 0.0206
2023-11-09 2023-09-30 13F MERCURY GENL CORP COM 589400100 1,814,222 85,723 4.96 50,855 -2.81 0.0167
2023-08-09 2023-06-30 13F MERCURY GENL CORP COM 589400100 1,728,499 206,758 13.59 52,323 8.33 0.0167
2023-05-12 2023-03-31 13F MERCURY GENL CORP COM 589400100 1,521,741 299,006 24.45 48,299 117,702.44 0.0163
2023-02-09 2022-12-31 13F MERCURY GENL CORP COM 589400100 1,222,735 -50,654 -3.98 42 -99.89 0.0124
2022-11-10 2022-09-30 13F MERCURY GENL CORP COM 589400100 1,273,389 -206,296 -13.94 36,192 -44.78 0.0139
2022-08-12 2022-06-30 13F MERCURY GENL CORP COM 589400100 1,479,685 30,485 2.10 65,547 -17.77 0.0235
2022-05-13 2022-03-31 13F MERCURY GENL CORP COM 589400100 1,449,200 10,457 0.73 79,708 4.41 0.0246
2022-02-09 2021-12-31 13F MERCURY GENL CORP COM 589400100 1,438,743 -30,671 -2.09 76,339 -6.68 0.0231
2021-11-12 2021-09-30 13F MERCURY GENL CORP COM 589400100 1,469,414 -28,441 -1.90 81,806 -15.91 0.0264
2021-08-12 2021-06-30 13F MERCURY GENL CORP COM 589400100 1,497,855 -24,356 -1.60 97,283 5.09 0.0308
2021-05-14 2021-03-31 13F MERCURY GENL CORP COM 589400100 1,522,211 17,117 1.14 92,567 17.80 0.0306
2021-03-08 2020-12-31 13F/A-2 MERCURY GENL CORP COM 589400100 1,505,094 15,824 1.06 78,580 27.54 0.0284
2021-02-11 2020-12-31 13F MERCURY GENL CORP COM 589400100 1,505,094 15,824 78,580 28,378.9192
2020-11-12 2020-09-30 13F MERCURY GENL CORP COM 589400100 1,489,270 -21,616 -1.43 61,611 0.08 0.0261
2020-08-13 2020-06-30 13F MERCURY GENL CORP COM 589400100 1,510,886 -10,506 -0.69 61,564 -0.62 0.0271
2020-05-14 2020-03-31 13F MERCURY GENL CORP COM 589400100 1,521,392 -22,454 -1.45 61,949 -17.65 0.0323
2020-02-14 2019-12-31 13F MERCURY GENL CORP COM 589400100 1,543,846 -17,387 -1.11 75,231 -13.77 0.0274
2019-11-12 2019-09-30 13F MERCURY GENL CORP COM 589400100 1,561,233 -57,199 -3.53 87,241 -13.75 0.0339
2019-08-13 2019-06-30 13F MERCURY GENL CORP COM 589400100 1,618,432 -239,052 -12.87 101,149 8.76 0.0393
2019-08-12 2019-03-31 13F/A-2 MERCURY GENL CORP COM 589400100 1,857,484 -73,736 -3.82 93,005 -6.87 0.0370
2019-05-10 2019-03-31 13F MERCURY GENL CORP COM 589400100 1,857,484 -73,736 93,005
2019-02-26 2018-12-31 13F/A-1 MERCURY GENL CORP COM 589400100 1,931,220 -127,074 -6.17 99,862 -3.27 0.0452
2019-02-13 2018-12-31 13F MERCURY GENL CORP COM 589400100 1,931,220 -127,074 99,862
2018-11-13 2018-09-30 13F MERCURY GENL CORP COM 589400100 2,058,294 6,035 0.29 103,243 10.42 0.0393
2018-08-10 2018-06-30 13F MERCURY GENL CORP COM 589400100 2,052,259 291,742 16.57 93,500 15.78 0.0373
2018-05-11 2018-03-31 13F MERCURY GENL CORP COM 589400100 1,760,517 396,789 29.10 80,755 10.81 0.0337
2018-02-12 2017-12-31 13F MERCURY GENL CORP COM 589400100 1,363,728 64,353 4.95 72,878 -1.06 0.0302
2017-11-13 2017-09-30 13F MERCURY GENL CORP COM 589400100 1,299,375 26,723 2.10 73,662 7.18 0.0322
2017-08-11 2017-06-30 13F MERCURY GENL CORP COM 589400100 1,272,652 35,166 2.84 68,725 -8.94 0.0317
2017-05-12 2017-03-31 13F MERCURY GENL CORP COM 589400100 1,237,486 29,223 2.42 75,474 3.74 0.0361
2017-02-09 2016-12-31 13F MERCURY GENL CORP COM 589400100 1,208,263 24,666 2.08 72,750 12.06 0.0363
2016-11-10 2016-09-30 13F MERCURY GENL CORP COM 589400100 1,183,597 13,048 1.11 64,920 4.34 0.0351
2016-08-09 2016-06-30 13F MERCURY GENL CORP COM 589400100 1,170,549 40,888 3.62 62,222 -0.76 0.0358
2016-05-13 2016-03-31 13F MERCURY GENL CORP COM 589400100 1,129,661 26,449 2.40 62,697 22.03 0.0375
2016-02-10 2015-12-31 13F MERCURY GENL CORP COM 589400100 1,103,212 46,529 4.40 51,378 -3.74 0.0320
2015-11-13 2015-09-30 13F MERCURY GENL CORP COM 589400100 1,056,683 42,065 4.15 53,374 -5.47 0.0350
2015-08-14 2015-06-30 13F MERCURY GENL CORP COM 589400100 1,014,618 45,838 4.73 56,464 0.92 0.0346
2015-05-14 2015-03-31 13F MERCURY GENL CORP COM 589400100 968,780 81,419 9.18 55,947 11.26 0.0353
2015-02-06 2014-12-31 13F MERCURY GENL CORP COM 589400100 887,361 86,356 10.78 50,287 28.62 0.0330
2014-11-13 2014-09-30 13F MERCURY GENL CORP COM 589400100 801,005 81,990 11.40 39,098 15.60 0.0277
2014-08-08 2014-06-30 13F MERCURY GENL CORP COM 589400100 719,015 40,388 5.95 33,822 10.57 0.0235
2014-05-14 2014-03-31 13F MERCURY GENL CORP COM 589400100 678,627 48,764 7.74 30,590 -2.30 0.0229
2014-02-12 2013-12-31 13F MERCURY GENL CORP COM 589400100 629,863 36,761 6.20 31,311 9.28 0.0244
2013-11-13 2013-09-30 13F MERCURY GENL CORP COM 589400100 593,102 30,265 5.38 28,652 15.81 0.0248
2013-08-15 2013-06-30 13F MERCURY GENL CORP COM 589400100 562,837 562,837 24,741 0.0233
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.