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Mercury Insurance

305 hedge funds and large institutions have $2.29B invested in Mercury Insurance in 2026 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 122 increasing their positions, 79 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,572% more call options, than puts

Call options by funds: $50.4M | Put options by funds: $3.02M

54% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 79

0.53% more ownership

Funds ownership: 46.44%46.97% (+0.53%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 49

3% less funds holding

Funds holding: 314305 (-9)

5% less capital invested

Capital invested by funds: $2.42B → $2.29B (-$125M)

Holders
305
Holders Change
-9
Holders Change %
-2.87%
% of All Funds
3.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
46
Increased
122
Reduced
79
Closed
49
Calls
$50.4M
Puts
$3.02M
Net Calls
+$47.4M
Net Calls Change
+$1.47M
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
251
Jones Financial Companies
Missouri
$15.1K +$358 +4 +2%
HFS
252
Hantz Financial Services
Michigan
$15K +$12.3K +138 +406%
IWS
253
Intentional Wealth Strategies
Colorado
$15K +$15.2K +170 New
Rockefeller Capital Management
254
Rockefeller Capital Management
New York
$14.5K +$11.2K +125 +313%
KAS
255
Kemnay Advisory Services
New York
$14.1K +$268 +3 +2%
UB
256
UMB Bank
Missouri
$13.9K +$447 +5 +3%
PA
257
Parallel Advisors
California
$10.4K
ACM
258
Aster Capital Management
United Arab Emirates
$9.28K -$5.72K -64 -28%
GSWM
259
Golden State Wealth Management
California
$8.81K
TCM
260
Triumph Capital Management
Colorado
$8.81K
PP
261
PFS Partners
New Jersey
$8.29K
HI
262
Harbour Investments
Wisconsin
$7.81K +$7.87K +88 New
VWA
263
Valued Wealth Advisors
Utah
$7.67K +$7.78K +87 New
CFO
264
CVA Family Office
Colorado
$7.58K +$7.69K +86 New
JWA
265
JFS Wealth Advisors
Pennsylvania
$6.79K +$626 +7 +10%
TPWA
266
Twin Peaks Wealth Advisors
California
$6.08K +$6.17K +69 New
POIA
267
Pin Oak Investment Advisors
Texas
$6K
AssetMark Inc
268
AssetMark Inc
California
$5.99K +$3.67K +41 +152%
KFAS
269
Keating Financial Advisory Services
Kansas
$5.38K +$2.95K +33 +118%
OCWP
270
Owl Creek Wealth Partners
Colorado
$5.29K +$5.37K +60 New
AAP
271
Arax Advisory Partners
Colorado
$5.2K +$3.58K +40 +211%
SIS
272
Sound Income Strategies
Florida
$4.72K
JFA
273
JNBA Financial Advisors
Minnesota
$4.67K
FFO
274
Fortitude Family Office
Arizona
$4.67K +$2.77K +31 +141%
HNB
275
Huntington National Bank
Ohio
$4.5K

MCY Hedge Fund Activity: Q1 2026 in Review

305 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Mercury Insurance (MCY) for Q1 2026, worth a combined $2.29B — down 5.2% from $2.42B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of MCY and 46 opened new positions — a net loss of 3 holders — while 79 trimmed existing stakes and 122 added.

The largest buyer was Invesco, adding an estimated $23.3M. The largest seller was BlackRock, cutting an estimated $30.4M.

  • 305 institutional investors held Mercury Insurance (MCY) as of Q1 2026, down from 314 in Q4 2025.
  • Funds reported $2.29B of Mercury Insurance stock for Q1 2026, down 5.2% quarter-over-quarter.
  • 46 funds opened new Mercury Insurance positions in Q1 2026 and 49 closed out, a net change of -3 holders.
  • The largest Mercury Insurance buyer in Q1 2026 was Invesco, an estimated $23.3M added.
  • The largest Mercury Insurance seller in Q1 2026 was BlackRock, an estimated $30.4M sold.

Based on aggregated 13F filings for Q1 2026.