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Campaigns / Wolfpack Research → Mercury General Corporation
Wolfpack Research vs. Mercury General Corporation

Mercury General Corporation · MCY

1 deck published between 2025-01-29 and 2025-01-29 — 18 pages, 17 analysed slides total.

initial thesis

Timeline

Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.

  1. 2025-01-29 initial thesis

    b084d8_d2e3f39b646c430b95b80b7f2a0f3ea2

    18pp · research_note

    Mercury General faces >$2bn in LA wildfire losses uncovered by its $1.3bn reinsurance tower, eroding subsidiary capital and risking dividend cuts, capital raises, and regulatory review.