13FPulse
中
MC

MCY MERCURY GENERAL CORP

2026Q2 · CUSIP 589400100 · Sector: Financials

Piling in

Net holder growth ranks near the top of the market

Funds that own it
338
Institutions that reported holding it to the SEC
Net increase in holders
+31
Last quarter 307 → now 338
How unusual is that
Top 20%
Stronger buying than 90% of US stocks
What the filings say, in one paragraph

338 funds held MCY at the end of 2026Q2, up 31 from the quarter before. That is stronger buying than 89.9% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $6.3B(YoY +10.0%), the P/E is 6.1x, return on equity is 33.0%. MCY has had 13 buying rushes in its history, and the price moved +1.3% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Financials sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=164 2013Q4: holders=157 2014Q1: holders=161 2014Q2: holders=169 2014Q3: holders=184 2014Q4: holders=188 2015Q1: holders=189 2015Q2: holders=179 2015Q3: holders=170 2015Q4: holders=183 2016Q1: holders=181 2016Q2: holders=184 2016Q3: holders=189 2016Q4: holders=208 2017Q1: holders=196 2017Q2: holders=177 2017Q3: holders=188 2017Q4: holders=217 2018Q1: holders=220 2018Q2: holders=200 2018Q3: holders=219 2018Q4: holders=235 2019Q1: holders=228 2019Q2: holders=226 2019Q3: holders=224 2019Q4: holders=228 2020Q1: holders=222 2020Q2: holders=208 2020Q3: holders=224 2020Q4: holders=231 2021Q1: holders=268 2021Q2: holders=254 2021Q3: holders=242 2021Q4: holders=250 2022Q1: holders=244 2022Q2: holders=231 2022Q3: holders=204 2022Q4: holders=200 2023Q1: holders=189 2023Q2: holders=179 2023Q3: holders=170 2023Q4: holders=180 2024Q1: holders=228 2024Q2: holders=243 2024Q3: holders=262 2024Q4: holders=285 2025Q1: holders=253 2025Q2: holders=265 2025Q3: holders=288 2025Q4: holders=317 2026Q1: holders=307 2026Q2: holders=338 -48 -24 +0 +24 +48 141248355 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 13 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 20% — —
2025Q4 Top 20% +3.4% +19.5%
2025Q3 Top 20% +4.1% -2.0%
2024Q3 Top 20% -11.6% -29.0%
2024Q2 Top 20% +5.4% +21.4%
2024Q1 Top 5% -9.1% +5.4%
2021Q1 Top 10% +1.7% -8.7%
2020Q3 Top 20% +15.8% +33.5%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
162
Change in large funds
+15
Total value they hold
$2.8B
Funds buying for the first time
71
Funds that sold out entirely
40
Price change that quarter
+2.6%
Funds holding puts (bearish)
2
Funds holding calls (bullish)
4

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
6.1
EPS (TTM)
$16.92
EPS YoY
+140.3%
Revenue (TTM)
$6.3B
Revenue YoY
+10.0%
Net margin
14.8%
ROE
33.0%
Debt ratio
73.1%
FCF (TTM)
—
Dividend (TTM)
$1.27
Quarterly Revenue & EPS
2021-09-30: EPS 0.02 2021-12-31: EPS 0.56 2022-03-31: EPS -3.56 2022-06-30: EPS -3.80 2022-09-30: EPS -1.78 2022-12-31: EPS -0.12 2023-03-31: EPS -0.82 2023-06-30: EPS -0.75 2023-09-30: EPS -0.15 2023-12-31: EPS 3.46 2024-03-31: EPS 1.33 2024-06-30: EPS 1.13 2024-09-30: EPS 4.17 2024-12-31: EPS 1.82 2025-03-31: EPS -1.96 2025-06-30: EPS 3.01 2025-09-30: EPS 5.06 2025-12-31: EPS 3.66 2026-03-31: EPS 3.44 2026-06-30: EPS 4.76 0B 0.8B 1.7B $B -4.18 0.69 5.57 2016201720182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 10 6 17 29 2023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-82M199M480M 20162017201820192020202120222023202420252026
Latest quarter $309M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.