AF
PLGO

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
Q2 		$46.6K Buy
1,915
+371
+24% +$8.07K ﹤0.01% 2553
2026
Q1 		$29.5K Buy
1,544
+516
+50% +$9.87K ﹤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% +$6.41K ﹤0.01% 2993
2025
Q2 		$5.16K Buy
+311
New +$5.15K ﹤0.01% 3240

Other funds holding PLGO

CPI
Crestview Partners III New York $237M AUM 59.17% 1-Year Est. Return
CLG
Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return
TC
Travelers Companies Saint Paul, Minnesota $142M AUM 42.45% 1-Year Est. Return
PBRA
Pine Brook Road Advisors Bedford, New York $140M AUM 46.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
CPI
Crestview Partners IV New York $485M AUM 83.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Allworth Financial's PLGO Position: Q2 2026 in Review

Allworth Financial increased its Pelagos Insurance Capital (PLGO) stake by 24% in Q2 2026, buying an estimated $8.07K and bringing the position to 1,915 shares worth $46.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2553.

Allworth Financial first reported a position in PLGO in Q2 2025 and has held it in 5 quarters since. 172 funds tracked by Wall St. Rank hold PLGO as of Q2 2026.

  • Allworth Financial held 1,915 shares of Pelagos Insurance Capital worth $46.6K as of Q2 2026.
  • Allworth Financial bought 371 Pelagos Insurance Capital shares in Q2 2026, an estimated $8.07K.
  • Pelagos Insurance Capital made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2553 holding.
  • Allworth Financial first reported a position in Pelagos Insurance Capital in Q2 2025 and has held it in 5 quarters since.
  • 172 funds tracked by Wall St. Rank held Pelagos Insurance Capital as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.