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Mercury Insurance

311 hedge funds and large institutions have $2.42B invested in Mercury Insurance in 2025 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 98 increasing their positions, 105 reducing their positions, and 31 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:

0.18% more ownership

Funds ownership: 46.22%46.4% (+0.18%)

7% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 105

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
311
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
$50.1M
Puts
$4.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFM
201
Forum Financial Management
Illinois
$228K
BIG
202
Brooklyn Investment Group
New York
$222K
IFWM
203
Institute for Wealth Management
Colorado
$213K
AIP
204
Ameritas Investment Partners
Nebraska
$212K
PAM
205
Parvin Asset Management
South Dakota
$211K
VA
206
Vident Advisory
Georgia
$209K
PNC Financial Services Group
207
PNC Financial Services Group
Pennsylvania
$207K
XT
208
XTX Topco
Cayman Islands
$206K
TW
209
Trajan Wealth
Arizona
$204K
DO
210
denkapparat Operations
Germany
$204K
TRCT
211
Tower Research Capital (TRC)
New York
$201K
Ensign Peak Advisors
212
Ensign Peak Advisors
Utah
$194K
SPIA
213
Steward Partners Investment Advisory
New York
$183K
SCM
214
Sterling Capital Management
North Carolina
$156K
ETC
215
Exchange Traded Concepts
Oklahoma
$145K
Acadian Asset Management
216
Acadian Asset Management
Massachusetts
$133K
VI
217
Vestcor Inc
New Brunswick, Canada
$128K
Osaic Holdings
218
Osaic Holdings
Arizona
$125K
SAM
219
Smartleaf Asset Management
Massachusetts
$120K
NAAA
220
New Age Alpha Advisors
New York
$115K
EWA
221
EverSource Wealth Advisors
Alabama
$108K
PTC
222
Private Trust Company
Ohio
$105K
KAS
223
Kestra Advisory Services
Texas
$102K
GRP
224
Global Retirement Partners
California
$94.1K
OWP
225
ORG Wealth Partners
Texas
$94.1K