Capstone Investment Advisors
PLGO

Capstone Investment Advisors’s Pelagos Insurance Capital PLGO Stock Holding History

Capstone Investment Advisors’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
Q4 		– Sell
-16,201
Closed -$294K – 1759
2025
Q3 		$294K Buy
+16,201
New +$270K ﹤0.01% 1657
2024
Q2 		– Sell
-136,250
Closed -$2.65M – 2207
2024
Q1 		$2.65M Buy
136,250
+11,250
+9% +$166K 0.01% 663
2023
Q4 		$1.58M Hold
125,000
– – ﹤0.01% 880
2023
Q3 		$1.83M Sell
125,000
-25,000
-17% -$351K 0.01% 755
2023
Q2 		$2.05M Buy
+150,000
New +$1.99M 0.01% 636

Other funds holding PLGO

CPI
Crestview Partners III New York $237M AUM 59.17% 1-Year Est. Return
CMHI
CVC Management Holdings II St. Helier, Jersey $467M AUM 9.23% 1-Year Est. Return
PBRA
Pine Brook Road Advisors Bedford, New York $140M AUM 46.86% 1-Year Est. Return
TC
Travelers Companies Saint Paul, Minnesota $142M AUM 42.45% 1-Year Est. Return
CLG
Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return
CPI
Crestview Partners IV New York $485M AUM 83.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Capstone Investment Advisors's PLGO Position: Q4 2025 in Review

Capstone Investment Advisors sold out of Pelagos Insurance Capital (PLGO) in Q4 2025, closing a stake of 16,201 shares — an estimated $294K sold.

Capstone Investment Advisors first reported a position in PLGO in Q2 2023 and held it in 5 quarters. The position peaked at $2.65M in Q1 2024. 155 funds tracked by Wall St. Rank hold PLGO as of Q4 2025.

  • Capstone Investment Advisors reported no remaining Pelagos Insurance Capital position as of Q4 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 16,201 Pelagos Insurance Capital shares in Q4 2025, an estimated $294K.
  • Capstone Investment Advisors first reported a position in Pelagos Insurance Capital in Q2 2023 and held it in 5 quarters.
  • Capstone Investment Advisors's Pelagos Insurance Capital position peaked at $2.65M in Q1 2024.
  • 155 funds tracked by Wall St. Rank held Pelagos Insurance Capital as of Q4 2025.

Based on Capstone Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.