Farther Finance Advisors’s Pelagos Insurance Capital PLGO Stock Holding History

Farther Finance 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 Q3	$43.5K	Buy	1,837 +34	+2%	+$839	﹤0.01%	3541
2026 Q2	$43.9K	Buy	1,803 +422	+31%	+$9.18K	﹤0.01%	3347
2026 Q1	$26.2K	Sell	1,381 -81	-6%	-$1.55K	﹤0.01%	3465
2025 Q4	$28.6K	Buy	1,462 +418	+40%	+$7.79K	﹤0.01%	3190
2025 Q3	$18.9K	Buy	+1,044	New	+$17.4K	﹤0.01%	3080

Other funds holding PLGO

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Farther Finance Advisors's PLGO Position: Q3 2026 in Review

Farther Finance Advisors increased its Pelagos Insurance Capital (PLGO) stake by 1.9% in Q3 2026, buying an estimated $839 and bringing the position to 1,837 shares worth $43.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3541.

Farther Finance Advisors first reported a position in PLGO in Q3 2025 and has held it in 5 quarters since. The position peaked at $43.9K in Q2 2026. 11 funds tracked by Wall St. Rank hold PLGO as of Q3 2026.

Farther Finance Advisors held 1,837 shares of Pelagos Insurance Capital worth $43.5K as of Q3 2026.
Farther Finance Advisors bought 34 Pelagos Insurance Capital shares in Q3 2026, an estimated $839.
Pelagos Insurance Capital made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3541 holding.
Farther Finance Advisors first reported a position in Pelagos Insurance Capital in Q3 2025 and has held it in 5 quarters since.
Farther Finance Advisors's Pelagos Insurance Capital position peaked at $43.9K in Q2 2026.
11 funds tracked by Wall St. Rank held Pelagos Insurance Capital as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.