MassMutual Private Wealth & Trust
PLGO icon

MassMutual Private Wealth & Trust’s Pelagos Insurance Capital PLGO Stock Holding History

MassMutual Private Wealth & Trust’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 		$284 Buy
+12
New +$296 ﹤0.01% 2295
2026
Q2 		– Sell
-70
Closed -$1.34K – 2430
2026
Q1 		$1.34K Hold
70
– – ﹤0.01% 2071
2025
Q4 		$1.37K Sell
70
-7
-9% -$131 ﹤0.01% 2083
2025
Q3 		$1.4K Hold
77
– – ﹤0.01% 2080
2025
Q2 		$1.28K Sell
77
-283
-79% -$4.69K ﹤0.01% 2064
2025
Q1 		$5.83K Buy
+360
New +$5.76K ﹤0.01% 1528
2024
Q2 		– Sell
-50
Closed -$974 – 2164
2024
Q1 		$974 Buy
+50
New +$736 ﹤0.01% 1707

Other funds holding PLGO

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
VCM
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
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

MassMutual Private Wealth & Trust's PLGO Position: Q3 2026 in Review

MassMutual Private Wealth & Trust opened a new position in Pelagos Insurance Capital (PLGO) in Q3 2026: 12 shares worth $284. The stake represents ﹤0.01% of the portfolio and ranks #2295 among its holdings. This is a return to the name: MassMutual Private Wealth & Trust previously reported a position in PLGO as recently as Q1 2026.

MassMutual Private Wealth & Trust first reported a position in PLGO in Q1 2024 and has held it in 7 quarters since. The position peaked at $5.83K in Q1 2025. 10 funds tracked by Wall St. Rank hold PLGO as of Q3 2026.

  • MassMutual Private Wealth & Trust held 12 shares of Pelagos Insurance Capital worth $284 as of Q3 2026.
  • Pelagos Insurance Capital was a new MassMutual Private Wealth & Trust position in Q3 2026.
  • Pelagos Insurance Capital made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #2295 holding.
  • MassMutual Private Wealth & Trust first reported a position in Pelagos Insurance Capital in Q1 2024 and has held it in 7 quarters since.
  • MassMutual Private Wealth & Trust's Pelagos Insurance Capital position peaked at $5.83K in Q1 2025.
  • 10 funds tracked by Wall St. Rank held Pelagos Insurance Capital as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.