EWM
PLGO

Empirical Wealth Management’s Pelagos Insurance Capital PLGO Stock Holding History

Empirical Wealth Management’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
2025
Q3 		– Sell
-10,370
Closed -$172K – 818
2025
Q2 		$172K Buy
+10,370
New +$172K ﹤0.01% 661

Other funds holding PLGO

CMHI
CVC Management Holdings II St. Helier, Jersey $420M AUM 0.05% 1-Year Est. Return
CPI
Crestview Partners III New York $195M AUM 17.49% 1-Year Est. Return
PBRA
Pine Brook Road Advisors Bedford, New York $138M AUM 19.16% 1-Year Est. Return
TC
Travelers Companies Saint Paul, Minnesota $127M AUM 14.47% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
CPI
Crestview Partners IV New York $332M AUM 9.14% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Empirical Wealth Management's PLGO Position: Q3 2025 in Review

Empirical Wealth Management sold out of Pelagos Insurance Capital (PLGO) in Q3 2025, closing a stake of 10,370 shares — an estimated $172K sold.

Empirical Wealth Management first reported a position in PLGO in Q2 2025 and held it in 1 quarter. The position peaked at $172K in Q2 2025. 147 funds tracked by Wall St. Rank hold PLGO as of Q3 2025.

  • Empirical Wealth Management reported no remaining Pelagos Insurance Capital position as of Q3 2025 after selling out during the quarter.
  • Empirical Wealth Management sold 10,370 Pelagos Insurance Capital shares in Q3 2025, an estimated $172K.
  • Empirical Wealth Management first reported a position in Pelagos Insurance Capital in Q2 2025 and held it in 1 quarter.
  • Empirical Wealth Management's Pelagos Insurance Capital position peaked at $172K in Q2 2025.
  • 147 funds tracked by Wall St. Rank held Pelagos Insurance Capital as of Q3 2025.

Based on Empirical Wealth Management's 13F filing for Q3 2025, filed 10 Nov 2025.