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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
NC
251
NewSquare Capital
Pennsylvania
$875
DPW
252
DiNuzzo Private Wealth
Pennsylvania
$809
AGWCA
253
Annis Gardner Whiting Capital Advisors
Florida
$809
CIAM
254
Caitong International Asset Management
Hong Kong
$808
SIC
255
SJS Investment Consulting
Ohio
$607
CT
256
Clearstead Trust
Maine
$539
BIA
257
Bell Investment Advisors
California
$472
AssetMark Inc
258
AssetMark Inc
California
$471
HIA
259
HFM Investment Advisors
New Jersey
$337
CA
260
Clearstead Advisors
Ohio
$337
BHWM
261
Bay Harbor Wealth Management
Maryland
$336
KG
262
Kilter Group
New York
$270
RWM
263
Rialto Wealth Management
New York
$203
PWM
264
Parkworth Wealth Management
California
$135
AWM
265
Abound Wealth Management
Tennessee
$135
Assenagon Asset Management
266
Assenagon Asset Management
Luxembourg
DCP
267
Diameter Capital Partners
New York
HAI
268
Hennessy Advisors Inc
California
CRAM
269
Compass Rose Asset Management
New York
Marshall Wace
270
Marshall Wace
United Kingdom
LIP
271
Lighthouse Investment Partners
Florida
QOP
272
Quinn Opportunity Partners
Virginia
Lazard Asset Management
273
Lazard Asset Management
New York
BGIM
274
Brandywine Global Investment Management
Pennsylvania
CastleKeep Investment Advisors
275
CastleKeep Investment Advisors
Connecticut