Jones Financial Companies
PLGO

Jones Financial Companies’s Pelagos Insurance Capital PLGO Stock Holding History

Jones Financial Companies’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 		$348K Sell
14,053
-198
-1% -$4.31K ﹤0.01% 2363
2026
Q1 		$267K Sell
14,251
-100
-0.7% -$1.91K ﹤0.01% 2292
2025
Q4 		$281K Sell
14,351
-3,215
-18% -$59.9K ﹤0.01% 1754
2025
Q3 		$308K Buy
17,566
+3,703
+27% +$61.8K ﹤0.01% 1609
2025
Q2 		$226K Buy
+13,863
New +$230K ﹤0.01% 1619

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

Jones Financial Companies's PLGO Position: Q2 2026 in Review

Jones Financial Companies reduced its Pelagos Insurance Capital (PLGO) stake by 1.4% in Q2 2026, selling an estimated $4.31K and leaving 14,053 shares worth $348K. The position accounts for ﹤0.01% of the portfolio, ranked #2363.

Jones Financial Companies first reported a position in PLGO in Q2 2025 and has held it in 5 quarters since. 172 funds tracked by Wall St. Rank hold PLGO as of Q2 2026.

  • Jones Financial Companies held 14,053 shares of Pelagos Insurance Capital worth $348K as of Q2 2026.
  • Jones Financial Companies sold 198 Pelagos Insurance Capital shares in Q2 2026, an estimated $4.31K.
  • Pelagos Insurance Capital made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2363 holding.
  • Jones Financial Companies first reported a position in Pelagos Insurance Capital in Q2 2025 and has held it in 5 quarters since.
  • 172 funds tracked by Wall St. Rank held Pelagos Insurance Capital as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.