Allworth Financial
PLGO icon

Allworth Financial’s Pelagos Insurance Capital PLGO Stock Holding History

Allworth Financial’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 		$52.2K Buy
2,142
+227
+12% +$5.6K ﹤0.01% 2575
2026
Q2 		$46.6K Buy
1,915
+371
+24% +$8.07K ﹤0.01% 2553
2026
Q1 		$29.5K Buy
1,544
+516
+50% +$9.9K ﹤0.01% 2718
2025
Q4 		$20.1K Buy
1,028
+333
+48% +$6.21K ﹤0.01% 2828
2025
Q3 		$12.6K Buy
695
+384
+123% +$6.4K ﹤0.01% 2993
2025
Q2 		$5.16K Buy
+311
New +$5.15K ﹤0.01% 3240

Other funds holding PLGO

LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Diversified Trust
Diversified Trust Memphis, Tennessee $4.69B AUM 22.36% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Kendall Capital Management
Kendall Capital Management Rockville, Maryland $605M AUM 38.16% 1-Year Est. Return

Allworth Financial's PLGO Position: Q3 2026 in Review

Allworth Financial increased its Pelagos Insurance Capital (PLGO) stake by 12% in Q3 2026, buying an estimated $5.6K and bringing the position to 2,142 shares worth $52.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2575.

Allworth Financial first reported a position in PLGO in Q2 2025 and has held it in 6 quarters since. 59 funds tracked by Wall St. Rank hold PLGO as of Q3 2026.

  • Allworth Financial held 2,142 shares of Pelagos Insurance Capital worth $52.2K as of Q3 2026.
  • Allworth Financial bought 227 Pelagos Insurance Capital shares in Q3 2026, an estimated $5.6K.
  • Pelagos Insurance Capital made up ﹤0.01% of Allworth Financial's portfolio in Q3 2026, its #2575 holding.
  • Allworth Financial first reported a position in Pelagos Insurance Capital in Q2 2025 and has held it in 6 quarters since.
  • 59 funds tracked by Wall St. Rank held Pelagos Insurance Capital as of Q3 2026.

Based on Allworth Financial's 13F filing for Q3 2026, filed 6 Nov 2026.