AWM
PLGO

AllSquare Wealth Management’s Pelagos Insurance Capital PLGO Stock Holding History

AllSquare Wealth Management’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
2025
Q3 		$16.3K Hold
900
– – 0.01% 341
2025
Q2 		$14.9K Buy
+900
New +$14.9K 0.01% 346

Other funds holding PLGO

CMHI
CVC Management Holdings II St. Helier, Jersey $420M AUM 0.05% 1-Year Est. Return
CPI
Crestview Partners III New York $195M AUM 17.49% 1-Year Est. Return
PBRA
Pine Brook Road Advisors Bedford, New York $138M AUM 19.16% 1-Year Est. Return
TC
Travelers Companies Saint Paul, Minnesota $127M AUM 14.47% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
CPI
Crestview Partners IV New York $332M AUM 9.14% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

AllSquare Wealth Management's PLGO Position: Q3 2025 in Review

AllSquare Wealth Management held its Pelagos Insurance Capital (PLGO) position steady in Q3 2025 at 900 shares worth $16.3K. The position accounts for 0.01% of the portfolio, ranked #341.

AllSquare Wealth Management first reported a position in PLGO in Q2 2025 and has held it in 2 quarters since. 147 funds tracked by Wall St. Rank hold PLGO as of Q3 2025.

  • AllSquare Wealth Management held 900 shares of Pelagos Insurance Capital worth $16.3K as of Q3 2025.
  • AllSquare Wealth Management left its Pelagos Insurance Capital share count unchanged in Q3 2025.
  • Pelagos Insurance Capital made up 0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #341 holding.
  • AllSquare Wealth Management first reported a position in Pelagos Insurance Capital in Q2 2025 and has held it in 2 quarters since.
  • 147 funds tracked by Wall St. Rank held Pelagos Insurance Capital as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.