Mercury General CORP (MCY) — Who Owns This Stock? 13F Breakdown (Q2 2026)

MCY ranks #1794 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

MCY is a top-conviction position for DG Capital Management, LLC — at 18.3% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in MCY belongs to BlackRock, Inc., but the position matters far more to DG Capital Management, LLC, who has 18.3% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Geode Capital Management, LLC has added to its MCY position for two straight quarters, increasing it by $42.9M to reach $102.5M today.

Rubric Capital Management LP has trimmed its MCY position for two straight quarters, cutting it by $28.9M while still holding $164.3M.

MCY is up 1.8% today, and institutions have been net buyers of $409.2M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

MCY posted net income of $936.9M over the trailing twelve months.

• Profitable — net income of $936.9M over the trailing twelve months
• Revenue grew 10.0% year over year
• Net income improved year over year, from $390.1M to $936.9M
• Generated $1.1B in positive operating cash flow
• Liabilities run 2.96x equity — a highly leveraged balance sheet worth noting