IA
PLGO

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
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

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

IFP Advisors's PLGO Position: Q2 2026 in Review

IFP Advisors increased its Pelagos Insurance Capital (PLGO) stake by 115% in Q2 2026, buying an estimated $10.4K and bringing the position to 890 shares worth $21.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2926.

IFP Advisors first reported a position in PLGO in Q4 2024 and has held it in 7 quarters since. 190 funds tracked by Wall St. Rank hold PLGO as of Q2 2026.

  • IFP Advisors held 890 shares of Pelagos Insurance Capital worth $21.7K as of Q2 2026.
  • IFP Advisors bought 477 Pelagos Insurance Capital shares in Q2 2026, an estimated $10.4K.
  • Pelagos Insurance Capital made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2926 holding.
  • IFP Advisors first reported a position in Pelagos Insurance Capital in Q4 2024 and has held it in 7 quarters since.
  • 190 funds tracked by Wall St. Rank held Pelagos Insurance Capital as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.