Essential Partners
PLGO icon

Essential Partners’s Pelagos Insurance Capital PLGO Stock Holding History

Essential Partners’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
Q3 		$8.47K Hold
358
– – ﹤0.01% 1274
2026
Q2 		$8.72K Buy
358
+3
+0.8% +$65 ﹤0.01% 1277
2026
Q1 		$6.78K Sell
355
-84
-19% -$1.61K ﹤0.01% 1437
2025
Q4 		$8.59K Buy
439
+144
+49% +$2.68K ﹤0.01% 1216
2025
Q3 		$5.35K Buy
295
+222
+304% +$3.7K ﹤0.01% 1398
2025
Q2 		$1.21K Buy
+73
New +$1.21K ﹤0.01% 1459

Other funds holding PLGO

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Essential Partners's PLGO Position: Q3 2026 in Review

Essential Partners held its Pelagos Insurance Capital (PLGO) position steady in Q3 2026 at 358 shares worth $8.47K. The position accounts for ﹤0.01% of the portfolio, ranked #1274.

Essential Partners first reported a position in PLGO in Q2 2025 and has held it in 6 quarters since. The position peaked at $8.72K in Q2 2026. 18 funds tracked by Wall St. Rank hold PLGO as of Q3 2026.

  • Essential Partners held 358 shares of Pelagos Insurance Capital worth $8.47K as of Q3 2026.
  • Essential Partners left its Pelagos Insurance Capital share count unchanged in Q3 2026.
  • Pelagos Insurance Capital made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1274 holding.
  • Essential Partners first reported a position in Pelagos Insurance Capital in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Pelagos Insurance Capital position peaked at $8.72K in Q2 2026.
  • 18 funds tracked by Wall St. Rank held Pelagos Insurance Capital as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.