LPL Financial
PLGO

LPL Financial’s Pelagos Insurance Capital PLGO Stock Holding History

LPL Financial’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 		$593K Sell
24,345
-1,450
-6% -$31.5K ﹤0.01% 4871
2026
Q1 		$493K Buy
25,795
+1,300
+5% +$24.9K ﹤0.01% 4763
2025
Q4 		$479K Sell
24,495
-5,037
-17% -$93.9K ﹤0.01% 4754
2025
Q3 		$536K Sell
29,532
-29,426
-50% -$491K ﹤0.01% 4564
2025
Q2 		$978K Buy
+58,958
New +$977K ﹤0.01% 3780

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

LPL Financial's PLGO Position: Q2 2026 in Review

LPL Financial reduced its Pelagos Insurance Capital (PLGO) stake by 5.6% in Q2 2026, selling an estimated $31.5K and leaving 24,345 shares worth $593K. The position accounts for ﹤0.01% of the portfolio, ranked #4871.

LPL Financial first reported a position in PLGO in Q2 2025 and has held it in 5 quarters since. The position peaked at $978K in Q2 2025. 172 funds tracked by Wall St. Rank hold PLGO as of Q2 2026.

  • LPL Financial held 24,345 shares of Pelagos Insurance Capital worth $593K as of Q2 2026.
  • LPL Financial sold 1,450 Pelagos Insurance Capital shares in Q2 2026, an estimated $31.5K.
  • Pelagos Insurance Capital made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4871 holding.
  • LPL Financial first reported a position in Pelagos Insurance Capital in Q2 2025 and has held it in 5 quarters since.
  • LPL Financial's Pelagos Insurance Capital position peaked at $978K in Q2 2025.
  • 172 funds tracked by Wall St. Rank held Pelagos Insurance Capital as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.