Carson Wealth (CWM LLC)
PLGO

Carson Wealth (CWM LLC)’s Pelagos Insurance Capital PLGO Stock Holding History

Carson Wealth (CWM 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
Q1 		$481K Buy
25,160
+3,693
+17% +$70.6K ﹤0.01% 2045
2025
Q4 		$420K Buy
21,467
+6,572
+44% +$123K ﹤0.01% 2027
2025
Q3 		$270K Buy
14,895
+7,764
+109% +$130K ﹤0.01% 2216
2025
Q2 		$118K Buy
7,131
+5,821
+444% +$96.4K ﹤0.01% 2577
2025
Q1 		$21K Buy
1,310
+532
+68% +$8.51K ﹤0.01% 3627
2024
Q4 		$14K Buy
778
+170
+28% +$3.16K ﹤0.01% 3671
2024
Q3 		$11K Buy
608
+233
+62% +$4.11K ﹤0.01% 3728
2024
Q2 		$6K Buy
375
+219
+140% +$3.88K ﹤0.01% 3767
2024
Q1 		$3K Buy
+156
New +$2.3K ﹤0.01% 3836

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
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
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
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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Carson Wealth (CWM LLC)'s PLGO Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Pelagos Insurance Capital (PLGO) stake by 17% in Q1 2026, buying an estimated $70.6K and bringing the position to 25,160 shares worth $481K. The position accounts for ﹤0.01% of the portfolio, ranked #2045.

Carson Wealth (CWM LLC) first reported a position in PLGO in Q1 2024 and has held it in 9 quarters since. 163 funds tracked by Wall St. Rank hold PLGO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 25,160 shares of Pelagos Insurance Capital worth $481K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 3,693 Pelagos Insurance Capital shares in Q1 2026, an estimated $70.6K.
  • Pelagos Insurance Capital made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2045 holding.
  • Carson Wealth (CWM LLC) first reported a position in Pelagos Insurance Capital in Q1 2024 and has held it in 9 quarters since.
  • 163 funds tracked by Wall St. Rank held Pelagos Insurance Capital as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.