CA
PLGO

Clearstead Advisors’s Pelagos Insurance Capital PLGO Stock Holding History

Clearstead 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
2026
Q2 		$635 Buy
+26
New +$566 ﹤0.01% 2849
2026
Q1 		– Sell
-2
Closed -$40 – 2461
2025
Q4 		$40 Sell
2
-126
-98% -$2.35K ﹤0.01% 2633
2025
Q3 		$2.32K Buy
128
+98
+327% +$1.64K ﹤0.01% 2408
2025
Q2 		$498 Buy
+30
New +$497 ﹤0.01% 2489

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

Clearstead Advisors's PLGO Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Pelagos Insurance Capital (PLGO) in Q2 2026: 26 shares worth $635. The stake represents ﹤0.01% of the portfolio and ranks #2849 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in PLGO as recently as Q4 2025.

Clearstead Advisors first reported a position in PLGO in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.32K in Q3 2025. 172 funds tracked by Wall St. Rank hold PLGO as of Q2 2026.

  • Clearstead Advisors held 26 shares of Pelagos Insurance Capital worth $635 as of Q2 2026.
  • Pelagos Insurance Capital was a new Clearstead Advisors position in Q2 2026.
  • Pelagos Insurance Capital made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2849 holding.
  • Clearstead Advisors first reported a position in Pelagos Insurance Capital in Q2 2025 and has held it in 4 quarters since.
  • Clearstead Advisors's Pelagos Insurance Capital position peaked at $2.32K in Q3 2025.
  • 172 funds tracked by Wall St. Rank held Pelagos Insurance Capital as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.