Focus Partners Wealth
PLGO

Focus Partners Wealth’s Pelagos Insurance Capital PLGO Stock Holding History

Focus Partners Wealth’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
-4,262
Closed -$252K – 2718
2025
Q3 		$252K Buy
+4,262
New +$71.1K ﹤0.01% 1936

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

Focus Partners Wealth's PLGO Position: Q4 2025 in Review

Focus Partners Wealth sold out of Pelagos Insurance Capital (PLGO) in Q4 2025, closing a stake of 4,262 shares — an estimated $252K sold.

Focus Partners Wealth first reported a position in PLGO in Q3 2025 and held it in 1 quarter. The position peaked at $252K in Q3 2025. 155 funds tracked by Wall St. Rank hold PLGO as of Q4 2025.

  • Focus Partners Wealth reported no remaining Pelagos Insurance Capital position as of Q4 2025 after selling out during the quarter.
  • Focus Partners Wealth sold 4,262 Pelagos Insurance Capital shares in Q4 2025, an estimated $252K.
  • Focus Partners Wealth first reported a position in Pelagos Insurance Capital in Q3 2025 and held it in 1 quarter.
  • Focus Partners Wealth's Pelagos Insurance Capital position peaked at $252K in Q3 2025.
  • 155 funds tracked by Wall St. Rank held Pelagos Insurance Capital as of Q4 2025.

Based on Focus Partners Wealth's 13F filing for Q4 2025, filed 13 Feb 2026.