Filing Research | MCY - MERCURY GENL CORP NEW Institutional Holdings

Snapshot holdings

50 / 55 loaded

#		Instrument	quantity
1	Monument Capital Management	Shares	26.5KSH	$2.8M
2	Bank & Trust Co	Shares	19.4KSH	$2.1M
3	Assenagon Asset Management S.A.	Shares	16.3KSH	$1.7M
4	Y-Intercept (Hong Kong) Ltd	Shares	16.3KSH	$1.7M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	13.3KSH	$1.5M
6	Louisiana State Employees Retirement System	Shares	11.7KSH	$1.2M
7	Diversified Trust Co	Shares	11.0KSH	$1.2M
8	EXCHANGE TRADED CONCEPTS, LLC	Shares	10.8KSH	$1.2M
9	Police & Firemen's Retirement System of New Jersey	Shares	8.1KSH	$858.3K
10	D.A. DAVIDSON & CO.	Shares	7.1KSH	$758.4K
11	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	7.1KSH	$755.6K
12	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	6.3KSH	$672.2K
13	HIGHLAND CAPITAL MANAGEMENT, LLC	Shares	6.2KSH	$656.6K
14	Gallacher Capital Management LLC	Shares	4.8KSH	$509.1K
15	AMERICAN NATIONAL BANK & TRUST	Shares	4.5KSH	$479.8K
16	Merit Financial Group, LLC	Shares	3.7KSH	$389.6K
17	Yorktown Management & Research Co Inc	Shares	3.1KSH	$330.5K
18	PFG Investments, LLC	Shares	2.7KSH	$289.3K
19	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	2.6KSH	$282.4K
20	Baron Wealth Management LLC	Shares	2.2KSH	$229.9K
21	Sequoia Financial Advisors, LLC	Shares	2.0KSH	$217.5K
22	IFP Advisors, Inc	Shares	1.5KSH	$164.2K
23	EverSource Wealth Advisors, LLC	Shares	828SH	$88.3K
24	GAMMA Investing LLC	Shares	769SH	$82.0K
25	SBI Securities Co., Ltd.	Shares	614SH	$65.5K
26	SIGNATUREFD, LLC	Shares	501SH	$53.4K
27	True Wealth Design, LLC	Shares	316SH	$33.7K
28	LRI Investments, LLC	Shares	304SH	$32.4K
29	Financial Management Professionals, Inc.	Shares	265SH	$28.3K
30	Farther Finance Advisors, LLC	Shares	232SH	$24.7K
31	Versant Capital Management, Inc	Shares	203SH	$21.6K
32	AdvisorNet Financial, Inc	Shares	200SH	$21.3K
33	Fortitude Family Office, LLC	Shares	175SH	$18.7K
34	Valued Wealth Advisors LLC	Shares	110SH	$11.7K
35	Golden State Wealth Management, LLC	Shares	100SH	$10.7K
36	Triumph Capital Management	Shares	100SH	$10.7K
37	PFS Partners, LLC	Shares	94SH	$10.0K
38	JFS WEALTH ADVISORS, LLC	Shares	81SH	$8.6K
39	Owl Creek Wealth Partners LLC	Shares	60SH	$6.4K
40	JNBA Financial Advisors	Shares	53SH	$5.7K
41	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	39.7KSH	$4.2K
42	Marquette Asset Management, LLC	Shares	37SH	$3.9K
43	SJS Investment Consulting Inc.	Shares	37SH	$3.9K
44	Torren Management, LLC	Shares	24SH	$2.5K
45	Creative Capital Management Investments LLC	Shares	19SH	$2.0K
46	State of Alaska, Department of Revenue	Shares	15.4KSH	$1.6K
47	FARMERS & MERCHANTS INVESTMENTS INC	Shares	15SH	$1.6K
48	DiNuzzo Private Wealth, Inc.	Shares	14SH	$1.5K
49	AMALGAMATED BANK	Shares	7.2KSH	$764
50	Handelsbanken Fonder AB	Shares	5.6KSH	$593

Scroll to load more

Manager changes2026-06-30 vs 2026-03-31

50 / 58 loaded

#		Instrument
1	Monument Capital Management new	Shares	+26.5K	+$2.8M	$2.8M
2	Y-Intercept (Hong Kong) Ltd new	Shares	+16.3K	+$1.7M	$1.7M
3	Diversified Trust Co new	Shares	+11.0K	+$1.2M	$1.2M
4	Yorktown Management & Research Co Inc new	Shares	+3.1K	+$330.5K	$330.5K
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+280	+$304.5K	$1.5M
6	Gallacher Capital Management LLC added	Shares	+2.2K	+$286.1K	$509.1K
7	Baron Wealth Management LLC new	Shares	+2.2K	+$229.9K	$229.9K
8	Police & Firemen's Retirement System of New Jersey added	Shares	+914	+$229.3K	$858.3K
9	Sequoia Financial Advisors, LLC new	Shares	+2.0K	+$217.5K	$217.5K
10	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+172	+$215.4K	$1.2M
11	Louisiana State Employees Retirement System trimmed	Shares	-100	+$207.3K	$1.2M
12	Bank & Trust Co trimmed	Shares	-2.3K	+$153.3K	$2.1M
13	YOUSIF CAPITAL MANAGEMENT, LLC added	Shares	+36	+$134.1K	$755.6K
14	D.A. DAVIDSON & CO. trimmed	Shares	-97	+$122.8K	$758.4K
15	HIGHLAND CAPITAL MANAGEMENT, LLC trimmed	Shares	-7	+$113.1K	$656.6K
16	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-270	+$92.7K	$672.2K
17	AMERICAN NATIONAL BANK & TRUST unchanged	Shares	0	+$83.1K	$479.8K
18	Merit Financial Group, LLC added	Shares	+45	+$71.5K	$389.6K
19	PFG Investments, LLC unchanged	Shares	0	+$50.1K	$289.3K
20	IFP Advisors, Inc added	Shares	+245	+$50.0K	$164.2K
21	EVERGREEN CAPITAL MANAGEMENT LLC unchanged	Shares	0	+$48.9K	$282.4K
22	SIGNATUREFD, LLC added	Shares	+115	+$19.4K	$53.4K
23	GAMMA Investing LLC added	Shares	+47	+$18.3K	$82.0K
24	Fortitude Family Office, LLC added	Shares	+122	+$14.0K	$18.7K
25	SBI Securities Co., Ltd. trimmed	Shares	-20	+$9.6K	$65.5K
26	Farther Finance Advisors, LLC added	Shares	+49	+$8.9K	$24.7K
27	LRI Investments, LLC added	Shares	+4	+$6.0K	$32.4K
28	True Wealth Design, LLC trimmed	Shares	-8	+$5.1K	$33.7K
29	Financial Management Professionals, Inc. unchanged	Shares	0	+$4.9K	$28.3K
30	Valued Wealth Advisors LLC added	Shares	+23	+$4.1K	$11.7K
31	Versant Capital Management, Inc unchanged	Shares	0	+$3.8K	$21.6K
32	AdvisorNet Financial, Inc unchanged	Shares	0	+$3.7K	$21.3K
33	SJS Investment Consulting Inc. added	Shares	+25	+$2.9K	$3.9K
34	Creative Capital Management Investments LLC new	Shares	+19	+$2.0K	$2.0K
35	JFS WEALTH ADVISORS, LLC added	Shares	+4	+$1.8K	$8.6K
36	Golden State Wealth Management, LLC unchanged	Shares	0	+$1.8K	$10.7K
37	Triumph Capital Management unchanged	Shares	0	+$1.8K	$10.7K
38	PFS Partners, LLC unchanged	Shares	0	+$1.7K	$10.0K
39	Owl Creek Wealth Partners LLC unchanged	Shares	0	+$1.1K	$6.4K
40	JNBA Financial Advisors unchanged	Shares	0	+$979	$5.7K
41	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+7	+$734	$4.2K
42	Marquette Asset Management, LLC unchanged	Shares	0	+$683	$3.9K
43	Torren Management, LLC unchanged	Shares	0	+$441	$2.5K
44	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$277	$1.6K
45	DiNuzzo Private Wealth, Inc. unchanged	Shares	0	+$258	$1.5K
46	Hughes Financial Services, LLC added	Shares	+1	+$162	$426
47	Davis Capital Management new	Shares	+1	+$107	$107
48	Handelsbanken Fonder AB unchanged	Shares	0	+$103	$593
49	AMALGAMATED BANK trimmed	Shares	-505	+$88	$764
50	Abound Wealth Management unchanged	Shares	0	+$37	$214

Scroll to load more