Creative Planning
PLGO

Creative Planning’s Pelagos Insurance Capital PLGO Stock Holding History

Creative Planning’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 		$7.81M Buy
320,661
+88,700
+38% +$1.93M ﹤0.01% 1062
2026
Q1 		$4.43M Buy
231,961
+24,883
+12% +$476K ﹤0.01% 1299
2025
Q4 		$4.05M Buy
207,078
+35,833
+21% +$668K ﹤0.01% 1155
2025
Q3 		$3.11M Buy
171,245
+102,834
+150% +$1.72M ﹤0.01% 1193
2025
Q2 		$1.13M Buy
68,411
+54,146
+380% +$897K ﹤0.01% 1748
2025
Q1 		$231K Sell
14,265
-6,930
-33% -$111K ﹤0.01% 2951
2024
Q4 		$384K Buy
+21,195
New +$393K ﹤0.01% 2467

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

Creative Planning's PLGO Position: Q2 2026 in Review

Creative Planning increased its Pelagos Insurance Capital (PLGO) stake by 38% in Q2 2026, buying an estimated $1.93M and bringing the position to 320,661 shares worth $7.81M. The position accounts for ﹤0.01% of the portfolio, ranked #1062.

Creative Planning first reported a position in PLGO in Q4 2024 and has held it in 7 quarters since. 172 funds tracked by Wall St. Rank hold PLGO as of Q2 2026.

  • Creative Planning held 320,661 shares of Pelagos Insurance Capital worth $7.81M as of Q2 2026.
  • Creative Planning bought 88,700 Pelagos Insurance Capital shares in Q2 2026, an estimated $1.93M.
  • Pelagos Insurance Capital made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1062 holding.
  • Creative Planning first reported a position in Pelagos Insurance Capital in Q4 2024 and has held it in 7 quarters since.
  • 172 funds tracked by Wall St. Rank held Pelagos Insurance Capital as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.