CSM Advisors
PLGO icon

CSM Advisors’s Pelagos Insurance Capital PLGO Stock Holding History

CSM 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 		$12.4M Buy
510,706
+94,140
+23% +$2.05M 0.27% 98
2026
Q1 		$7.96M Buy
416,566
+36,999
+10% +$708K 0.2% 121
2025
Q4 		$7.43M Buy
379,567
+18,948
+5% +$353K 0.2% 107
2025
Q3 		$6.54M Buy
360,619
+43,842
+14% +$731K 0.18% 128
2025
Q2 		$5.25M Buy
+316,777
New +$5.25M 0.15% 169

Other funds holding PLGO

CPI
Crestview Partners III New York $237M AUM 59.17% 1-Year Est. Return
Cooperman Leon G
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
Royce & Associates
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

CSM Advisors's PLGO Position: Q2 2026 in Review

CSM Advisors increased its Pelagos Insurance Capital (PLGO) stake by 23% in Q2 2026, buying an estimated $2.05M and bringing the position to 510,706 shares worth $12.4M. The position accounts for 0.27% of the portfolio, ranked #98.

CSM Advisors first reported a position in PLGO in Q2 2025 and has held it in 5 quarters since. 189 funds tracked by Wall St. Rank hold PLGO as of Q2 2026.

  • CSM Advisors held 510,706 shares of Pelagos Insurance Capital worth $12.4M as of Q2 2026.
  • CSM Advisors bought 94,140 Pelagos Insurance Capital shares in Q2 2026, an estimated $2.05M.
  • Pelagos Insurance Capital made up 0.27% of CSM Advisors's portfolio in Q2 2026, its #98 holding.
  • CSM Advisors first reported a position in Pelagos Insurance Capital in Q2 2025 and has held it in 5 quarters since.
  • 189 funds tracked by Wall St. Rank held Pelagos Insurance Capital as of Q2 2026.

Based on CSM Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.