Morgan Stanley
PLGO icon

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
Q3 		$11.8M Sell
500,807
-17,839
-3% -$440K ﹤0.01% 3570
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
+809,555
+431% +$11.9M ﹤0.01% 2730
2023
Q4 		$2.38M Buy
187,663
+112,523
+150% +$1.51M ﹤0.01% 4407
2023
Q3 		$1.1M Buy
+75,140
New +$1.05M ﹤0.01% 4738

Other funds holding PLGO

Travelers Companies
Travelers Companies Saint Paul, Minnesota $138M AUM 26.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Pine Brook Road Advisors
Pine Brook Road Advisors Bedford, New York $103M AUM 30.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
NFC Investments
NFC Investments Memphis, Tennessee $365M AUM 12.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Morgan Stanley's PLGO Position: Q3 2026 in Review

Morgan Stanley reduced its Pelagos Insurance Capital (PLGO) stake by 3.4% in Q3 2026, selling an estimated $440K and leaving 500,807 shares worth $11.8M. The position accounts for ﹤0.01% of the portfolio, ranked #3570.

Morgan Stanley first reported a position in PLGO in Q3 2023 and has held it in 13 quarters since. The position peaked at $23.4M in Q3 2024. 130 funds tracked by Wall St. Rank hold PLGO as of Q3 2026.

  • Morgan Stanley held 500,807 shares of Pelagos Insurance Capital worth $11.8M as of Q3 2026.
  • Morgan Stanley sold 17,839 Pelagos Insurance Capital shares in Q3 2026, an estimated $440K.
  • Pelagos Insurance Capital made up ﹤0.01% of Morgan Stanley's portfolio in Q3 2026, its #3570 holding.
  • Morgan Stanley first reported a position in Pelagos Insurance Capital in Q3 2023 and has held it in 13 quarters since.
  • Morgan Stanley's Pelagos Insurance Capital position peaked at $23.4M in Q3 2024.
  • 130 funds tracked by Wall St. Rank held Pelagos Insurance Capital as of Q3 2026.

Based on Morgan Stanley's 13F filing for Q3 2026, filed 13 Nov 2026.