Envestnet Asset Management
PLGO

Envestnet Asset Management’s Pelagos Insurance Capital PLGO Stock Holding History

Envestnet Asset 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
Q4 		– Sell
-23,685
Closed -$430K – 4528
2025
Q3 		$430K Sell
23,685
-36,659
-61% -$611K ﹤0.01% 3869
2025
Q2 		$1M Buy
60,344
+998
+2% +$16.5K ﹤0.01% 3278
2025
Q1 		$961K Sell
59,346
-5,033
-8% -$80.5K ﹤0.01% 3234
2024
Q4 		$1.17M Buy
64,379
+1,967
+3% +$36.5K ﹤0.01% 3067
2024
Q3 		$1.13M Buy
62,412
+24,085
+63% +$425K ﹤0.01% 3053
2024
Q2 		$625K Buy
+38,327
New +$679K ﹤0.01% 3329

Other funds holding PLGO

CPI
Crestview Partners III New York $237M AUM 59.17% 1-Year Est. Return
CMHI
CVC Management Holdings II St. Helier, Jersey $467M AUM 9.23% 1-Year Est. Return
PBRA
Pine Brook Road Advisors Bedford, New York $140M AUM 46.86% 1-Year Est. Return
TC
Travelers Companies Saint Paul, Minnesota $142M AUM 42.45% 1-Year Est. Return
CLG
Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return
CPI
Crestview Partners IV New York $485M AUM 83.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Envestnet Asset Management's PLGO Position: Q4 2025 in Review

Envestnet Asset Management sold out of Pelagos Insurance Capital (PLGO) in Q4 2025, closing a stake of 23,685 shares — an estimated $430K sold.

Envestnet Asset Management first reported a position in PLGO in Q2 2024 and held it in 6 quarters. The position peaked at $1.17M in Q4 2024. 155 funds tracked by Wall St. Rank hold PLGO as of Q4 2025.

  • Envestnet Asset Management reported no remaining Pelagos Insurance Capital position as of Q4 2025 after selling out during the quarter.
  • Envestnet Asset Management sold 23,685 Pelagos Insurance Capital shares in Q4 2025, an estimated $430K.
  • Envestnet Asset Management first reported a position in Pelagos Insurance Capital in Q2 2024 and held it in 6 quarters.
  • Envestnet Asset Management's Pelagos Insurance Capital position peaked at $1.17M in Q4 2024.
  • 155 funds tracked by Wall St. Rank held Pelagos Insurance Capital as of Q4 2025.

Based on Envestnet Asset Management's 13F filing for Q4 2025, filed 10 Feb 2026.