IFP Advisors
PLGO icon

IFP Advisors’s Pelagos Insurance Capital PLGO Stock Holding History

IFP 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 		$21.1K Hold
890
– – ﹤0.01% 2927
2026
Q2 		$21.7K Buy
890
+477
+115% +$10.4K ﹤0.01% 2926
2026
Q1 		$7.89K Buy
413
+2
+0.5% +$38 ﹤0.01% 3277
2025
Q4 		$8.04K Buy
411
+254
+162% +$4.74K ﹤0.01% 3181
2025
Q3 		$2.85K Sell
157
-187
-54% -$3.12K ﹤0.01% 3547
2025
Q2 		$5.7K Buy
344
+339
+6,780% +$5.62K ﹤0.01% 3284
2025
Q1 		$81 Hold
5
– – ﹤0.01% 3919
2024
Q4 		$91 Buy
+5
New +$93 ﹤0.01% 4069

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
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 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

IFP Advisors's PLGO Position: Q3 2026 in Review

IFP Advisors held its Pelagos Insurance Capital (PLGO) position steady in Q3 2026 at 890 shares worth $21.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2927.

IFP Advisors first reported a position in PLGO in Q4 2024 and has held it in 8 quarters since. The position peaked at $21.7K in Q2 2026. 18 funds tracked by Wall St. Rank hold PLGO as of Q3 2026.

  • IFP Advisors held 890 shares of Pelagos Insurance Capital worth $21.1K as of Q3 2026.
  • IFP Advisors left its Pelagos Insurance Capital share count unchanged in Q3 2026.
  • Pelagos Insurance Capital made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #2927 holding.
  • IFP Advisors first reported a position in Pelagos Insurance Capital in Q4 2024 and has held it in 8 quarters since.
  • IFP Advisors's Pelagos Insurance Capital position peaked at $21.7K in Q2 2026.
  • 18 funds tracked by Wall St. Rank held Pelagos Insurance Capital as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.