Morgan Stanley
PLGO

Morgan Stanley’s Pelagos Insurance Capital PLGO Stock Holding History

Morgan Stanley’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 		$12.6M Sell
518,646
-84,387
-14% -$1.84M ﹤0.01% 3511
2026
Q1 		$11.5M Buy
603,033
+86,773
+17% +$1.66M ﹤0.01% 3455
2025
Q4 		$10.1M Sell
516,260
-277,259
-35% -$5.17M ﹤0.01% 3606
2025
Q3 		$14.4M Sell
793,519
-53,652
-6% -$895K ﹤0.01% 3208
2025
Q2 		$14M Sell
847,171
-11,109
-1% -$184K ﹤0.01% 3136
2025
Q1 		$13.9M Sell
858,280
-162,970
-16% -$2.61M ﹤0.01% 3050
2024
Q4 		$18.5M Sell
1,021,250
-274,348
-21% -$5.09M ﹤0.01% 2824
2024
Q3 		$23.4M Buy
1,295,598
+246,943
+24% +$4.36M ﹤0.01% 2647
2024
Q2 		$17.1M Buy
1,048,655
+51,437
+5% +$911K ﹤0.01% 2833
2024
Q1 		$19.4M Buy
997,218
+621,892
+166% +$9.16M ﹤0.01% 2730
2023
Q4 		$4.76M Buy
375,326
+300,186
+400% +$4.03M ﹤0.01% 4407
2023
Q3 		$1.1M Buy
+75,140
New +$1.05M ﹤0.01% 4738

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

Morgan Stanley's PLGO Position: Q2 2026 in Review

Morgan Stanley reduced its Pelagos Insurance Capital (PLGO) stake by 14% in Q2 2026, selling an estimated $1.84M and leaving 518,646 shares worth $12.6M. The position accounts for ﹤0.01% of the portfolio, ranked #3511.

Morgan Stanley first reported a position in PLGO in Q3 2023 and has held it in 12 quarters since. The position peaked at $23.4M in Q3 2024. 172 funds tracked by Wall St. Rank hold PLGO as of Q2 2026.

  • Morgan Stanley held 518,646 shares of Pelagos Insurance Capital worth $12.6M as of Q2 2026.
  • Morgan Stanley sold 84,387 Pelagos Insurance Capital shares in Q2 2026, an estimated $1.84M.
  • Pelagos Insurance Capital made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #3511 holding.
  • Morgan Stanley first reported a position in Pelagos Insurance Capital in Q3 2023 and has held it in 12 quarters since.
  • Morgan Stanley's Pelagos Insurance Capital position peaked at $23.4M in Q3 2024.
  • 172 funds tracked by Wall St. Rank held Pelagos Insurance Capital as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.