JIC
PLGO

Joel Isaacson & Co’s Pelagos Insurance Capital PLGO Stock Holding History

Joel Isaacson & Co’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 		$474K Hold
19,462
– – 0.01% 311
2026
Q1 		$372K Hold
19,462
– – 0.01% 326
2025
Q4 		$381K Hold
19,462
– – 0.01% 322
2025
Q3 		$353K Hold
19,462
– – 0.01% 320
2025
Q2 		$323K Hold
19,462
– – 0.01% 320
2025
Q1 		$315K Buy
+19,462
New +$311K 0.01% 309

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

Joel Isaacson & Co's PLGO Position: Q2 2026 in Review

Joel Isaacson & Co held its Pelagos Insurance Capital (PLGO) position steady in Q2 2026 at 19,462 shares worth $474K. The position accounts for 0.01% of the portfolio, ranked #311.

Joel Isaacson & Co first reported a position in PLGO in Q1 2025 and has held it in 6 quarters since. 172 funds tracked by Wall St. Rank hold PLGO as of Q2 2026.

  • Joel Isaacson & Co held 19,462 shares of Pelagos Insurance Capital worth $474K as of Q2 2026.
  • Joel Isaacson & Co left its Pelagos Insurance Capital share count unchanged in Q2 2026.
  • Pelagos Insurance Capital made up 0.01% of Joel Isaacson & Co's portfolio in Q2 2026, its #311 holding.
  • Joel Isaacson & Co first reported a position in Pelagos Insurance Capital in Q1 2025 and has held it in 6 quarters since.
  • 172 funds tracked by Wall St. Rank held Pelagos Insurance Capital as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.