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5%+ stakes · Schedule 13D and 13G

Mercury General Corporation: 5%+ holders

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Who has reported owning 5% or more of Mercury General Corporation, from Schedule 13D and 13G filings: each holder's stake as filed, the timeline, and the purpose each 13D states, quoted.

As of November 6, 2026, one holder's latest Schedule 13D or 13G filing report owning 5% or more of Mercury General Corporation. The largest reported stake is Vicky Wai Yee Joseph's, at 35.3%. 2 filings are on record since March 27, 2026 (Schedule 13D, September 30, 2026).

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At 5% or more1
Filings2
Latest filing2026-09-30

Mercury General Corporation has 2 Schedule 13D or 13G filings on record since 2026-03-27. 1 holder's latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

Holders

HolderPercentSharesLatestEvent date
35.3%19,573,858SCHEDULE 13D, 2026-09-302026-08-26
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13

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What the Full Report on Mercury General Corporation covers

  1. The Short Answer

  2. Which Company This Is

  3. What They Do, And How The Money Works

  4. Who Runs It, And How To Reach Them

  5. The Money: Funding, Valuation, Runway

  6. Who Pays Them, And Who They Are Up Against

  7. Warning Bells

  8. Sources

    2 cited sources found

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Voting and dispositive power, as filed

Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vicky Wai Yee Joseph19,573,858019,573,8580SCHEDULE 13D, 2026-09-30

The latest filing identifies Mercury General Corporation by CUSIP 589400100 and gives its principal executive office as 4484 Wilshire Boulevard, Los Angeles, CA 90010 (SCHEDULE 13D, 2026-09-30).

Source of funds (Item 3)

Of the shares of Common Stock reported herein, 19,567,934 shares are held by a trust of which the Reporting Person is the sole trustee. The shares were transferred to the trust by the Reporting Person's spouse, George Joseph, who was Chairman of the Board of Directors of the Issuer. The Reporting Person became the sole trustee of the trust upon Mr. Joseph's death on August 26, 2026.Vicky Wai Yee Joseph, SCHEDULE 13D, 2026-09-30

Purpose of Transaction (Item 4)

Vicky Wai Yee Joseph

General The Reporting Person intends to review her investments in the Issuer on a continuing basis. Any actions the Reporting Person might undertake may be made at any time and from time to time without prior notice and will be dependent upon the Reporting Person's review of numerous factors, including, but not limited to: an ongoing evaluation of the Issuer's business, financial condition, operations and prospects; price levels of the Issuer's securities; general market, industry and economic conditions; the relative attractiveness of alternative business and investment opportunities; and other future developments. The Reporting Person may acquire additional securities of the Issuer, or retain or sell all or a portion of the securities then held, in the open market or in privately negotiated transactions. The Reporting Person may also enter into financial instruments or other agreements with institutional or other counterparties that would increase or decrease the Reporting Person's economic exposure with respect to her investment in the Issuer, which instruments or agreements may or may not affect the Reporting Person's beneficial ownership in securities of the Issuer. In addition, the Reporting Person, including in her capacity as a director of the Issuer, may engage in discussions with management, the board of directors of the Issuer, and other securityholders of the Issuer and other relevant parties or encourage, cause or seek to cause the Issuer or such persons to …The first part of Item 4 of the SCHEDULE 13D filed 2026-09-30; the filing has the rest

Timeline

FiledHolderPercentFiling
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-09-30Vicky Wai Yee Joseph35.3%SCHEDULE 13D

Questions about who owns Mercury General Corporation

Who owns Mercury General Corporation?

On this page, one holder's latest ownership filing reports 5% or more of Mercury General Corporation: Vicky Wai Yee Joseph (35.3%, Schedule 13D, filed 2026-09-30).

When did Vicky Wai Yee Joseph buy into Mercury General Corporation?

The filings give report dates, not purchase dates. The earliest filing from Vicky Wai Yee Joseph on this page is the Schedule 13D, filed 2026-09-30, reporting 35.3%.

Is this an audit or a full list?

Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 2 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.

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Where this comes from

Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.

Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.

Cite this page

Permanent URL: https://mentionfox.com/stakes/mercury-general
Last updated 2026-11-06
Primary record: SEC filing 1 · SEC filing 2
Who owns 5% or more of Mercury General Corporation? 1 holder at 5% or more, largest Vicky Wai Yee Joseph 35.3%. MentionFox, 2026-11-06. https://mentionfox.com/stakes/mercury-general