DT
PLGO

Diversified Trust’s Pelagos Insurance Capital PLGO Stock Holding History

Diversified Trust’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 		$3.39M Buy
139,108
+208
+0.1% +$4.52K 0.05% 176
2026
Q1 		$2.65M Hold
138,900
– – 0.05% 205
2025
Q4 		$2.72M Buy
138,900
+3,000
+2% +$55.9K 0.05% 201
2025
Q3 		$2.47M Sell
135,900
-1,541
-1% -$25.7K 0.05% 213
2025
Q2 		$2.28M Buy
137,441
+1,541
+1% +$25.5K 0.05% 219
2025
Q1 		$2.2M Hold
135,900
– – 0.05% 199
2024
Q4 		$2.46M Sell
135,900
-133
-0.1% -$2.47K 0.06% 189
2024
Q3 		$2.46M Buy
+136,033
New +$2.4M 0.06% 197

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

Diversified Trust's PLGO Position: Q2 2026 in Review

Diversified Trust increased its Pelagos Insurance Capital (PLGO) stake by 0.15% in Q2 2026, buying an estimated $4.52K and bringing the position to 139,108 shares worth $3.39M. The position accounts for 0.05% of the portfolio, ranked #176.

Diversified Trust first reported a position in PLGO in Q3 2024 and has held it in 8 quarters since. 172 funds tracked by Wall St. Rank hold PLGO as of Q2 2026.

  • Diversified Trust held 139,108 shares of Pelagos Insurance Capital worth $3.39M as of Q2 2026.
  • Diversified Trust bought 208 Pelagos Insurance Capital shares in Q2 2026, an estimated $4.52K.
  • Pelagos Insurance Capital made up 0.05% of Diversified Trust's portfolio in Q2 2026, its #176 holding.
  • Diversified Trust first reported a position in Pelagos Insurance Capital in Q3 2024 and has held it in 8 quarters since.
  • 172 funds tracked by Wall St. Rank held Pelagos Insurance Capital as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.