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Mercury Insurance

266 hedge funds and large institutions have $1.73B invested in Mercury Insurance in 2025 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 83 increasing their positions, 103 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4.23% less ownership

Funds ownership: 50.6%46.36% (-4.2%)

19% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 103

Holders
266
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$34.2M
Puts
$5.39M
Net Calls
Net Calls Change

Top Buyers

1 +$15.7M
2 +$10.9M
3 +$7.07M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$4.84M
5
WHG
Westwood Holdings Group
Texas
+$4.65M

Top Sellers

1 -$53.5M
2 -$19.6M
3 -$17.7M
4
UBS Group
UBS Group
Switzerland
-$11.2M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$10.5M
Name Holding Trade Value Shares
Change
Change in
Stake
A
226
AlphaQuest
New York
$8.69K
PA
227
Parallel Advisors
California
$7.41K
GSWM
228
Golden State Wealth Management
California
$6.73K
PP
229
PFS Partners
New Jersey
$6.33K
UB
230
UMB Bank
Missouri
$6.06K
TPWA
231
Twin Peaks Wealth Advisors
California
$5.62K
HWM
232
Hemington Wealth Management
Virginia
$5K
Optiver Holding
233
Optiver Holding
Netherlands
$4.65K
VWWMG
234
Vermillion & White Wealth Management Group
Pennsylvania
$4.51K
JFA
235
JNBA Financial Advisors
Minnesota
$3.57K
JWA
236
JFS Wealth Advisors
Pennsylvania
$3.57K
HNB
237
Huntington National Bank
Ohio
$3.43K
PWMG
238
Private Wealth Management Group
New Jersey
$3.37K
POIA
239
Pin Oak Investment Advisors
Texas
$3K
MCM
240
MAI Capital Management
Ohio
$2.83K
SO
241
Sierra Ocean
California
$2.09K
PFBT
242
Parkside Financial Bank & Trust
Missouri
$1.89K
FFO
243
Fortitude Family Office
Arizona
$1.41K
BIG
244
Brooklyn Investment Group
New York
$1.35K
LFG
245
Larson Financial Group
Missouri
$1.15K
AAP
246
Arax Advisory Partners
Colorado
$1.08K
FMII
247
Farmers & Merchants Investments Inc
Nebraska
$1.01K
PMAM
248
Picton Mahoney Asset Management
Ontario, Canada
$1K
NS
249
NBC Securities
Alabama
$1K
FHA
250
First Horizon Advisors
Tennessee
$875