Funds holding Mercury General Corp
315 funds declare a position · 98 ETFs and 217 other funds · 1.1B $· 4.7M SEK · US5894001008
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF iShares Trust | 1,596,052 | 140.7M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 2 | VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 880,949 | 77.7M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 3 | Avantis U.S. Small Cap Value ETF American Century ETF Trust | 677,688 | 61.4M $ | 0.26 % | as of Feb 28, 2026 · Original filing |
| 4 | iShares Russell 2000 ETF iShares Trust | 665,367 | 58.7M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 5 | VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 639,281 | 56.4M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 6 | U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 407,752 | 39.7M $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| 7 | VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 406,615 | 35.8M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 8 | Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 358,459 | 34.9M $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| 9 | VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 296,003 | 26.1M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 10 | Invesco S&P SmallCap Momentum ETF Invesco Exchange-Traded Fund Trust | 282,558 | 27.5M $ | 1.00 % | as of Apr 30, 2026 · Original filing |
| 11 | Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 266,130 | 25.9M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 12 | State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST | 242,775 | 21.4M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 13 | iShares Russell 2000 Value ETF iShares Trust | 233,048 | 20.5M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 14 | iShares S&P Small-Cap 600 Growth ETF iShares Trust | 229,383 | 20.2M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| 15 | U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 203,957 | 19.8M $ | 0.27 % | as of Apr 30, 2026 · Original filing |
| 16 | U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 201,976 | 19.7M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| 17 | VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS | 179,041 | 15.8M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 18 | Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 173,891 | 16.9M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| 19 | State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF SPDR SERIES TRUST | 140,261 | 12.4M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| 20 | Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 136,630 | 12.4M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 21 | VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 133,382 | 12.1M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| 22 | Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 129,278 | 11.7M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 23 | Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 113,385 | 11M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 24 | College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 113,283 | 10M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 25 | VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 104,730 | 10.2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 26 | BlackRock Advantage Small Cap Core Fund BlackRock Funds | 94,311 | 8.5M $ | 0.19 % | as of Feb 27, 2026 · Original filing |
| 27 | VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS | 91,249 | 8.3M $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| 28 | Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST | 89,880 | 8.1M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| 29 | State Street(R) SPDR(R) S&P(R) Insurance ETF SPDR SERIES TRUST | 87,512 | 7.7M $ | 1.85 % | as of Mar 31, 2026 · Original filing |
| 30 | U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 84,207 | 8.2M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 31 | U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 79,904 | 7.8M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 32 | Opus Small Cap Value ETF ETF Series Solutions | 79,798 | 7.8M $ | 1.14 % | as of Apr 30, 2026 · Original filing |
| 33 | Nuveen Quant Small/Mid Cap Equity Fund TIAA-CREF Funds | 76,090 | 7.4M $ | 0.29 % | as of Apr 30, 2026 · Original filing |
| 34 | Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II | 73,315 | 6.6M $ | 0.39 % | as of Feb 28, 2026 · Original filing |
| 35 | VictoryShares US Small Mid Cap Value Momentum ETF Victory Portfolios II | 72,824 | 6.4M $ | 0.45 % | as of Mar 31, 2026 · Original filing |
| 36 | Fidelity SAI Small-Mid Cap Momentum Index Fund Fidelity Salem Street Trust | 70,460 | 6.9M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| 37 | WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust | 60,910 | 5.4M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| 38 | Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 59,089 | 5.7M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 39 | Fidelity Total Market Index Fund Fidelity Concord Street Trust | 49,206 | 4.5M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 40 | Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds | 48,777 | 4.3M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 41 | Federated Hermes MDT Small Cap Core Fund Federated Hermes MDT Series | 47,003 | 4.6M $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| 42 | VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 46,212 | 4.2M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 43 | Master Small Cap Index Series Quantitative Master Series LLC | 43,675 | 3.8M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 44 | Invesco KBW Property & Casualty Insurance ETF Invesco Exchange-Traded Fund Trust II | 42,880 | 3.9M $ | 1.40 % | as of Feb 28, 2026 · Original filing |
| 45 | Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 42,319 | 3.8M $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| 46 | Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 42,268 | 4.1M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| 47 | VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS | 41,479 | 3.7M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 48 | U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 41,329 | 4M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 49 | First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 41,285 | 4M $ | 0.30 % | as of Apr 30, 2026 · Original filing |
| 50 | JNL Small Cap Index Fund JNL Series Trust | 41,236 | 3.6M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 51 | Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 40,388 | 3.9M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 52 | NORTH SQUARE DYNAMIC SMALL CAP FUND Exchange Place Advisors Trust | 39,986 | 3.6M $ | 0.53 % | as of Feb 28, 2026 · Original filing |
| 53 | Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 39,522 | 3.6M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 54 | American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS | 39,100 | 3.8M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| 55 | Invesco S&P SmallCap Value with Momentum ETF Invesco Exchange-Traded Fund Trust | 38,899 | 3.8M $ | 0.62 % | as of Apr 30, 2026 · Original filing |
| 56 | JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 37,996 | 3.3M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| 57 | Avantis U.S. Small Cap Value Fund American Century ETF Trust | 37,552 | 3.4M $ | 0.23 % | as of Feb 28, 2026 · Original filing |
| 58 | Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 34,580 | 3.1M $ | 0.26 % | as of Feb 28, 2026 · Original filing |
| 59 | iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 34,359 | 3M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 60 | Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 33,293 | 2.9M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 61 | iShares U.S. Small-Cap Equity Factor ETF iShares Trust | 33,024 | 3.2M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| 62 | Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 31,631 | 3.1M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 63 | Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust | 30,546 | 3M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| 64 | VANGUARD S&P SMALL-CAP 600 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS | 29,675 | 2.7M $ | 0.30 % | as of Feb 28, 2026 · Original filing |
| 65 | EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 28,421 | 2.5M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 66 | Small-Cap Value Fund Bridgeway Funds, Inc. | 27,700 | 2.4M $ | 0.79 % | as of Mar 31, 2026 · Original filing |
| 67 | U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 27,263 | 2.7M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 68 | JPMorgan Small Cap Value Fund JPMorgan Trust II | 27,060 | 2.4M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| 69 | PSF Small-Cap Stock Index Portfolio Prudential Series Fund | 22,785 | 2M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 70 | Horizon Multi-Factor Small/Mid Cap Fund Horizon Funds | 22,695 | 2.1M $ | 0.30 % | as of Feb 28, 2026 · Original filing |
| 71 | Nuveen Equity Index Fund TIAA-CREF Funds | 21,999 | 2.1M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 72 | Avantis U.S. Equity ETF American Century ETF Trust | 21,101 | 1.9M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 73 | SmallCap S&P 600 Index Fund Principal Funds, Inc | 20,899 | 2M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| 74 | SMALL CAP EQUITY FUND GuideStone Funds | 20,100 | 1.8M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| 75 | HUSSMAN STRATEGIC MARKET CYCLE FUND Hussman Investment Trust | 20,000 | 1.8M $ | 0.45 % | as of Mar 31, 2026 · Original filing |
| 76 | VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 19,851 | 1.8M $ | 0.16 % | as of Feb 28, 2026 · Original filing |
| 77 | Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 19,773 | 1.9M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| 78 | Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST | 19,441 | 1.9M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 79 | Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. | 19,181 | 1.7M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 80 | Invesco S&P SmallCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II | 18,879 | 1.7M $ | 0.71 % | as of Feb 28, 2026 · Original filing |
| 81 | Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 18,754 | 1.7M $ | 0.19 % | as of Feb 28, 2026 · Original filing |
| 82 | Invesco S&P SmallCap Quality ETF Invesco Exchange-Traded Fund Trust II | 18,453 | 1.7M $ | 0.68 % | as of Feb 28, 2026 · Original filing |
| 83 | VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 18,447 | 1.8M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 84 | LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 18,200 | 1.6M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 85 | THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 17,746 | 1.6M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 86 | Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 16,609 | 1.5M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 87 | PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust | 16,500 | 1.6M $ | 0.39 % | as of Apr 30, 2026 · Original filing |
| 88 | Inspire Fidelis Multi Factor ETF Northern Lights Fund Trust IV | 16,416 | 1.5M $ | 0.89 % | as of Feb 28, 2026 · Original filing |
| 89 | WESTWOOD QUALITY SMIDCAP FUND Ultimus Managers Trust | 16,052 | 1.6M $ | 1.46 % | as of Apr 30, 2026 · Original filing |
| 90 | Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 15,958 | 1.6M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 91 | NVIT Small Cap Value Fund Nationwide Variable Insurance Trust | 15,808 | 1.4M $ | 0.73 % | as of Mar 31, 2026 · Original filing |
| 92 | VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 15,801 | 1.4M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 93 | Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 15,341 | 1.4M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 94 | Invesco Dorsey Wright SmallCap Momentum ETF Invesco Exchange-Traded Fund Trust II | 14,839 | 1.3M $ | 0.35 % | as of Feb 28, 2026 · Original filing |
| 95 | NVIT Multi-Manager Small Company Fund Nationwide Variable Insurance Trust | 14,802 | 1.3M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| 96 | Dimensional US Core Equity Market ETF Dimensional ETF Trust | 14,197 | 1.4M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 97 | U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 13,910 | 1.4M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| 98 | First Trust Mid Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 13,831 | 1.3M $ | 0.62 % | as of Apr 30, 2026 · Original filing |
| 99 | VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 13,824 | 1.2M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 100 | Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 13,812 | 1.3M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
Institutional managers
298 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 4,317,164 | 380.6M $ | as of Mar 31, 2026 |
| Rubric Capital Management LP | 2,154,504 | 189.9M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 2,149,647 | 189.5M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 1,099,091 | 96.9M $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 823,582 | 72.6M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 813,320 | 71.7M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 754,127 | 66.5M $ | as of Mar 31, 2026 |
| DG Capital Management, LLC | 594,377 | 52.4M $ | as of Mar 31, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 574,897 | 50.7M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 572,679 | 50.5M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 378,172 | 33.3M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 357,279 | 31.5M $ | as of Mar 31, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 352,849 | 31.1M $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 351,459 | 30.9M $ | as of Mar 31, 2026 |
| UBS Group AG | 307,171 | 27.1M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 289,047 | 25.5M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 269,738 | 23.8M $ | as of Mar 31, 2026 |
| Philosophy Capital Management LLC | 257,296 | 22.7M $ | as of Mar 31, 2026 |
| Nuveen, LLC | 255,495 | 22.5M $ | as of Mar 31, 2026 |
| WESTWOOD HOLDINGS GROUP INC | 251,025 | 22.1M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 243,500 | 21.5M $ | as of Mar 31, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | 217,713 | 19.2M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 193,129 | 17M $ | as of Mar 31, 2026 |
| Park West Asset Management LLC | 193,006 | 17M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 189,128 | 16.6M $ | as of Mar 31, 2026 |