First Trust Advisors
PLGO

First Trust Advisors’s Pelagos Insurance Capital PLGO Stock Holding History

First Trust 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
Q2 		$327K Buy
13,448
+3,050
+29% +$66.3K ﹤0.01% 2513
2026
Q1 		$199K Buy
+10,398
New +$199K ﹤0.01% 2548
2025
Q4 		– Sell
-12,316
Closed -$224K – 2652
2025
Q3 		$224K Buy
12,316
+2,119
+21% +$35.3K ﹤0.01% 2478
2025
Q2 		$169K Buy
+10,197
New +$169K ﹤0.01% 2540

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

First Trust Advisors's PLGO Position: Q2 2026 in Review

First Trust Advisors increased its Pelagos Insurance Capital (PLGO) stake by 29% in Q2 2026, buying an estimated $66.3K and bringing the position to 13,448 shares worth $327K. The position accounts for ﹤0.01% of the portfolio, ranked #2513.

First Trust Advisors first reported a position in PLGO in Q2 2025 and has held it in 4 quarters since. 172 funds tracked by Wall St. Rank hold PLGO as of Q2 2026.

  • First Trust Advisors held 13,448 shares of Pelagos Insurance Capital worth $327K as of Q2 2026.
  • First Trust Advisors bought 3,050 Pelagos Insurance Capital shares in Q2 2026, an estimated $66.3K.
  • Pelagos Insurance Capital made up ﹤0.01% of First Trust Advisors's portfolio in Q2 2026, its #2513 holding.
  • First Trust Advisors first reported a position in Pelagos Insurance Capital in Q2 2025 and has held it in 4 quarters since.
  • 172 funds tracked by Wall St. Rank held Pelagos Insurance Capital as of Q2 2026.

Based on First Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.