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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

more call options, than puts

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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

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
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$50.4M
Puts
$3.02M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
251
Jones Financial Companies
Missouri
$15.1K
HFS
252
Hantz Financial Services
Michigan
$15K
IWS
253
Intentional Wealth Strategies
Colorado
$15K
Rockefeller Capital Management
254
Rockefeller Capital Management
New York
$14.5K
KAS
255
Kemnay Advisory Services
New York
$14.1K
UB
256
UMB Bank
Missouri
$13.9K
PA
257
Parallel Advisors
California
$10.4K
ACM
258
Aster Capital Management
United Arab Emirates
$9.28K
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
VWA
263
Valued Wealth Advisors
Utah
$7.67K
CFO
264
CVA Family Office
Colorado
$7.58K
JWA
265
JFS Wealth Advisors
Pennsylvania
$6.79K
TPWA
266
Twin Peaks Wealth Advisors
California
$6.08K
POIA
267
Pin Oak Investment Advisors
Texas
$6K
AssetMark Inc
268
AssetMark Inc
California
$5.99K
KFAS
269
Keating Financial Advisory Services
Kansas
$5.38K
OCWP
270
Owl Creek Wealth Partners
Colorado
$5.29K
AAP
271
Arax Advisory Partners
Colorado
$5.2K
SIS
272
Sound Income Strategies
Florida
$4.72K
JFA
273
JNBA Financial Advisors
Minnesota
$4.67K
FFO
274
Fortitude Family Office
Arizona
$4.67K
HNB
275
Huntington National Bank
Ohio
$4.5K