Superior Planning, LLC’s Pelagos Insurance Capital PLGO Stock Holding History

Superior Planning, LLC’s Portfolio PLGO Stock Details PLGO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.19K	Buy	+135	New	+$3.33K	﹤0.01%	1383

Other funds holding PLGO

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LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

NFC Investments Memphis, Tennessee $365M AUM 12.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Superior Planning, LLC's PLGO Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Pelagos Insurance Capital (PLGO) in Q3 2026: 135 shares worth $3.19K. The stake represents ﹤0.01% of the portfolio and ranks #1383 among its holdings.

103 funds tracked by Wall St. Rank hold PLGO as of Q3 2026.

Superior Planning, LLC held 135 shares of Pelagos Insurance Capital worth $3.19K as of Q3 2026.
Pelagos Insurance Capital was a new Superior Planning, LLC position in Q3 2026.
Pelagos Insurance Capital made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1383 holding.
103 funds tracked by Wall St. Rank held Pelagos Insurance Capital as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.