MCYNYSEFire, Marine & Casualty InsuranceFiscal year ends December 31
MERCURY GENERAL CORP
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 4, 2026
$102.79−0.01 (-0.01%)
Close on Oct 19, 2026
- Market cap
- $5.69B
- P/E (TTM)
- 6.1
- Dividend yield
- 1.24%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
47.0%
26M of 55M shares
Institutional holders
348
73 new, 30 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
1 buys · 0 sales
Net bought $49.91K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 4,046,704 | 7.30% | 13G (passive) amendment | Mar 31, 2025 |
| Vicky Wai Yee Joseph | 19,573,858 | 35.30% | 13D (active) | Aug 26, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of MCY | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 4,498,256 | 8.12% | $479.60M | +181,092 | 0.01% |
| Dimensional Fund Advisors LP | 2,163,143 | 3.91% | $230.64M | +13,496 | 0.04% |
| Vanguard Portfolio Management LLC | 1,781,446 | 3.22% | $189.94M | +63,584 | 0.01% |
| Rubric Capital Management LP | 1,541,440 | 2.78% | $164.35M | −613,064 | 1.51% |
| Vanguard Capital Management LLC | 1,232,655 | 2.23% | $131.43M | +6,196 | 0.00% |
| State Street Corp | 1,159,962 | 2.09% | $123.68M | +60,871 | 0.00% |
| Geode Capital Management, LLC | 961,217 | 1.74% | $102.50M | +207,090 | 0.01% |
| American Century Companies Inc | 960,484 | 1.73% | $102.41M | +147,164 | 0.05% |
| Renaissance Technologies LLC | 781,682 | 1.41% | $83.34M | −41,900 | 0.11% |
| Invesco Ltd. | 646,237 | 1.17% | $68.90M | +73,558 | 0.01% |
| Arrowstreet Capital, Limited Partnership | 575,877 | 1.04% | $61.40M | +980 | 0.03% |
| DG Capital Management, LLC | 482,663 | 0.87% | $51.46M | −111,714 | 10.84% |
| Morgan Stanley | 400,696 | 0.72% | $42.72M | +22,524 | 0.00% |
| Charles Schwab Investment Management Inc | 352,262 | 0.64% | $37.56M | −5,017 | 0.00% |
| Aqr Capital Management LLC | 343,942 | 0.62% | $36.67M | −7,517 | 0.01% |
| Northern Trust Corp | 291,054 | 0.53% | $31.03M | +21,316 | 0.00% |
| Nuveen, LLC | 264,456 | 0.48% | $28.20M | +8,961 | 0.01% |
| Bank of New York Mellon Corp | 246,620 | 0.45% | $26.29M | +3,120 | 0.00% |
| Westwood Holdings Group Inc | 234,471 | 0.42% | $25.00M | −16,554 | 0.19% |
| UBS Group AG | 226,665 | 0.41% | $24.17M | −80,506 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 348 | 26M | 47.0% | 73 / 149 | 77 / 30 | 2M | 2M |
| Q1 2026 | 309 | 26M | 47.0% | 48 / 121 | 81 / 50 | 5M | 2M |
| Q4 2025 | 316 | 26M | 46.6% | 61 / 99 | 106 / 29 | 2M | 1M |
| Q3 2025 | 287 | 26M | 46.4% | 51 / 97 | 91 / 26 | 2M | 2M |
| Q2 2025 | 265 | 26M | 46.3% | 42 / 83 | 101 / 28 | 2M | 4M |
| Q1 2025 | 252 | 28M | 50.6% | 48 / 76 | 92 / 76 | 7M | 3M |
| Q4 2024 | 284 | 24M | 43.4% | 56 / 97 | 84 / 30 | 2M | 2M |
| Q3 2024 | 262 | 24M | 43.0% | 42 / 88 | 86 / 21 | 7M | 3M |
| Q2 2024 | 242 | 24M | 43.0% | 41 / 84 | 81 / 26 | 2M | 3M |
| Q1 2024 | 228 | 25M | 44.3% | 63 / 55 | 75 / 15 | 3M | 2M |
| Q4 2023 | 180 | 24M | 42.7% | 28 / 55 | 71 / 17 | 2M | 1M |
| Q3 2023 | 170 | 23M | 42.0% | 19 / 53 | 67 / 26 | 1M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of MCY | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 1,601,936 | 2.89% | $170.80M | 0.15% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 878,232 | 1.59% | $93.64M | 0.00% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 782,268 | 1.41% | $76.69M | 0.28% | May 31, 2026 |
| iShares Russell 2000 ETF | 700,778 | 1.27% | $74.72M | 0.09% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 634,565 | 1.15% | $67.66M | 0.04% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 402,337 | 0.73% | $42.90M | 0.06% | Jun 30, 2026 |
| Dimensional U.S. Targeted Value ETF | 358,139 | 0.65% | $38.36M | 0.27% | Jul 31, 2026 |
| Invesco S&P SmallCap Momentum ETF | 354,584 | 0.64% | $37.98M | 1.25% | Jul 31, 2026 |
| U.S. Targeted Value Portfolio | 351,680 | 0.63% | $37.67M | 0.22% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 304,556 | 0.55% | $32.47M | 0.03% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 298,240 | 0.54% | $31.95M | 0.09% | Jul 31, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 244,655 | 0.44% | $26.09M | 0.15% | Jun 30, 2026 |
| iShares S&P Small-Cap 600 Growth ETF | 239,198 | 0.43% | $25.50M | 0.31% | Jun 30, 2026 |
| iShares Russell 2000 Value ETF | 236,818 | 0.43% | $25.25M | 0.17% | Jun 30, 2026 |
| U.S. Small Cap Portfolio | 204,078 | 0.37% | $21.86M | 0.11% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Gabriel Tirador | President & CEO, Director | 55,551 | 0.10% | Apr 6, 2026 |
| Victor George Joseph | President & COO, Director | 16,352 | 0.03% | Apr 6, 2026 |
| Charles Toney | VP - Actuary | 17,259 | 0.03% | Apr 22, 2026 |
| Barnaby Joel Nardella | Chief Claims Officer | – | – | Apr 22, 2026 |
| Christopher Graves | See Remarks | 6,439 | 0.01% | Apr 6, 2026 |
| Ximeng Simon Zhang | See Remarks | 1,500 | 0.00% | Apr 6, 2026 |
| Nicholas Vincent Colby | VP/Chief Sales Officer | 0 | – | Apr 6, 2026 |
| Jenny Dickinson Chan | VP/Chief HR Officer | – | – | Apr 6, 2026 |
| Theodore R. Stalick | SVP & CFO | 5,650 | 0.01% | Apr 6, 2026 |
| Erik Dahl Thompson | VP/Chief Marketing Officer | 876 | 0.00% | Apr 6, 2026 |
| Jeffrey Michael Schroeder | VP/Chief Product Officer | 903 | 0.00% | Apr 6, 2026 |
| Kelly Lynn Butler | See Remarks | 699 | 0.00% | Apr 6, 2026 |
| Katelyn Marie Gibbs | VP/Chief Experience Officer | 649 | 0.00% | Apr 6, 2026 |
| Wei Pang | VP/Chief Technology Officer | 1,136 | 0.00% | Apr 6, 2026 |
| Mark Allan Ribisi | See Remarks | 759 | 0.00% | Apr 6, 2026 |
| Randall R. Petro | VP/Chief Claims Officer | 0 | – | Feb 24, 2026 |
| Heidi C. Sullivan | VP/Chief Human Capital Officer | 0 | – | Dec 4, 2024 |
| George Gwyer Braunegg | Director | 3,053 | 0.01% | Dec 11, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Ximeng Simon Zhang See Remarks | Feb 21, 2026 | Returned to company | −811.58 | $86.44 | $70.15K | 1,500 |
| Ximeng Simon Zhang See Remarks | Feb 21, 2026 | Option exercise | +811.58 | – | – | 2,312 |
| Wei Pang VP/Chief Technology Officer | Feb 21, 2026 | Option exercise | +1,136.22 | – | – | 1,136 |
| Wei Pang VP/Chief Technology Officer | Feb 21, 2026 | Returned to company | −1,136.22 | $86.44 | $98.21K | 0 |
| Kelly Lynn Butler See Remarks | Feb 21, 2026 | Option exercise | +649.27 | – | – | 649 |
| Kelly Lynn Butler See Remarks | Feb 21, 2026 | Returned to company | −649.27 | $86.44 | $56.12K | 0 |
| Theodore R. Stalick SVP & CFO | Feb 21, 2026 | Returned to company | −1,426.44 | $86.44 | $123.30K | 4,343 |
| Theodore R. Stalick SVP & CFO | Feb 21, 2026 | Option exercise | +1,426.44 | – | – | 5,769 |
| Katelyn Marie Gibbs VP/Chief Experience Officer | Feb 21, 2026 | Option exercise | +649.27 | – | – | 649 |
| Katelyn Marie Gibbs VP/Chief Experience Officer | Feb 21, 2026 | Returned to company | −649.27 | $86.44 | $56.12K | 0 |
| Nicholas Vincent Colby VP/Chief Sales Officer | Feb 21, 2026 | Returned to company | −689.85 | $86.44 | $59.63K | 0 |
| Nicholas Vincent Colby VP/Chief Sales Officer | Feb 21, 2026 | Option exercise | +689.85 | – | – | 690 |
| Mark Allan Ribisi See Remarks | Feb 21, 2026 | Returned to company | −811.58 | $86.44 | $70.15K | 625 |
| Mark Allan Ribisi See Remarks | Feb 21, 2026 | Option exercise | +811.58 | – | – | 1,437 |
| Jeffrey Michael Schroeder VP/Chief Product Officer | Feb 21, 2026 | Returned to company | −811.58 | $86.44 | $70.15K | 873 |
| Jeffrey Michael Schroeder VP/Chief Product Officer | Feb 21, 2026 | Option exercise | +811.58 | – | – | 1,685 |
| Randall R. Petro VP/Chief Claims Officer | Feb 21, 2026 | Returned to company | −689.85 | $86.44 | $59.63K | 0 |
| Randall R. Petro VP/Chief Claims Officer | Feb 21, 2026 | Option exercise | +689.85 | – | – | 690 |
| Erik Dahl Thompson VP/Chief Marketing Officer | Feb 21, 2026 | Option exercise | +535.64 | – | – | 536 |
| Erik Dahl Thompson VP/Chief Marketing Officer | Feb 21, 2026 | Returned to company | −535.64 | $86.44 | $46.30K | 0 |
| Victor George Joseph President & COO, Director | Feb 21, 2026 | Option exercise | +1,318.66 | – | – | 16,344 |
| Victor George Joseph President & COO, Director | Feb 21, 2026 | Returned to company | −1,318.66 | $86.44 | $113.98K | 15,025 |
| Gabriel Tirador President & CEO, Director | Feb 21, 2026 | Option exercise | +4,348.64 | – | – | 53,236 |
| Gabriel Tirador President & CEO, Director | Feb 21, 2026 | Returned to company | −4,348.64 | $86.44 | $375.90K | 48,887 |
| Christopher Graves See Remarks | Feb 21, 2026 | Returned to company | −979.09 | $86.44 | $84.63K | 5,400 |
| Christopher Graves See Remarks | Feb 21, 2026 | Option exercise | +979.09 | – | – | 6,379 |
| George Gwyer Braunegg Director | Dec 10, 2025 | Buy | +552 | $90.42 | $49.91K | 3,053 |
| Victor George Joseph President & COO, Director | May 23, 2025 | Buy | +15,000 | $59.95 | $899.25K | 15,025 |
| Ximeng Simon Zhang See Remarks | May 16, 2025 | Buy | +1,500 | $61.91 | $92.87K | 1,500 |
| Mark Allan Ribisi President of AIS subsidiary | Jan 7, 2025 | Buy | +55 | $64.71 | $3.56K | 680 |
| Gabriel Tirador President & CEO, Director | Dec 5, 2024 | Option exercise | +12,500 | $43.01 | $537.63K | 12,500 |
| Gabriel Tirador President & CEO, Director | Dec 5, 2024 | Option exercise | −12,500 | $78.11 | $976.38K | 0 |
| Heidi C. Sullivan VP/Chief Human Capital Officer | Dec 3, 2024 | Sale | −1,076 | $77.28 | $83.15K | 0 |
| Heidi C. Sullivan VP/Chief Human Capital Officer | Nov 4, 2024 | Option exercise | +5,000 | $43.01 | $215.05K | 5,000 |
| Heidi C. Sullivan VP/Chief Human Capital Officer | Nov 4, 2024 | Option exercise | −5,000 | $66.83 | $334.15K | 0 |
| Joshua Eric Little Director | Aug 28, 2023 | Buy | +250 | $28.56 | $7.14K | 3,250 |
| Joshua Eric Little Director | May 12, 2023 | Buy | +250 | $29.33 | $7.33K | 3,000 |
| Joshua Eric Little Director | May 12, 2023 | Buy | +250 | $29.33 | $7.33K | 3,000 |
| Joshua Eric Little Director | Mar 13, 2023 | Buy | +250 | $29.85 | $7.46K | 2,750 |
| Randall R. Petro Vice President - Claims | Mar 7, 2023 | Other | −69 | $31.97 | $2.21K | 0 |
| George Joseph Chairman of the Board, Director | Feb 23, 2023 | Other | −674 | $34.49 | $23.25K | 0 |
| Theodore R. Stalick CFO/Vice President | Feb 21, 2023 | Gift | −100 | $34.81 | $3.48K | 4,343 |
| Joshua Eric Little Director | Aug 26, 2022 | Buy | +400 | $33.16 | $13.26K | 2,500 |
| Charles Toney VP-Actuary | Jul 18, 2022 | Other | +2,456 | $41.86 | $102.81K | 13,783 |
| Joshua Eric Little Director | May 19, 2022 | Buy | +100 | $47.33 | $4.73K | 2,100 |
| Theodore R. Stalick CFO/Vice President | May 5, 2022 | Gift | −70 | $52.35 | $3.66K | 4,443 |
| George Joseph Chairman of the Board, Director | Mar 4, 2022 | Other | −110 | $54.07 | $5.95K | 644 |
| Theodore R. Stalick CFO/Vice President | Feb 18, 2022 | Tax withholding | −2,161 | $55.00 | $118.86K | 4,513 |
| Theodore R. Stalick CFO/Vice President | Feb 18, 2022 | Option exercise | +2,500 | $43.01 | $107.53K | 6,674 |
| Joshua Eric Little Director | Nov 16, 2021 | Buy | +300 | $52.06 | $15.62K | 2,000 |
| Judy A. Walters Vice President/Corp Secty | Oct 20, 2021 | Gift | −50 | $55.53 | $2.78K | 3,200 |
| Joshua Eric Little Director | Sep 7, 2021 | Buy | +150 | $58.57 | $8.79K | 1,700 |
| Theodore R. Stalick CFO/Vice President | Apr 1, 2021 | Gift | −230 | $61.57 | $14.16K | 4,174 |
| Heidi C. Sullivan Vice President | Mar 12, 2021 | Option exercise | −5,000 | $63.48 | $317.40K | 1,076 |
| Heidi C. Sullivan Vice President | Mar 12, 2021 | Option exercise | +5,000 | $43.01 | $215.05K | 6,076 |
| Gabriel Tirador CEO/President, Director | Mar 11, 2021 | Tax withholding | −30,207 | $65.20 | $1.97M | 48,887 |
| Gabriel Tirador CEO/President, Director | Mar 11, 2021 | Option exercise | +37,500 | $43.01 | $1.61M | 79,094 |
| George Joseph Chairman of the Board, Director | Mar 11, 2021 | Sale | −34,000 | $65.06 | $2.21M | 19,567,934 |
| George Joseph Chairman of the Board, Director | Mar 10, 2021 | Sale | −11,000 | $65.82 | $724.02K | 19,601,934 |
| Theodore R. Stalick CFO/Vice President | Feb 19, 2021 | Tax withholding | −4,196 | $57.55 | $241.48K | 4,404 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Tirador Livingtrust The Officer, Director | Dec 5, 2024 | 12,500 | $976.44K | Dec 5, 2024 | Exercise of options under a registered plan |
| Heidi C. Sullivan Officer | Dec 3, 2024 | 1,076 | $83.27K | Dec 3, 2024 | Vested Stock Grants |
| Sullivan Heidi Officer | Nov 4, 2024 | 5,000 | $334.15K | Nov 4, 2024 | Exercise of options under a registered plan |