NVIM
PLGO

New Vernon Investment Management’s Pelagos Insurance Capital PLGO Stock Holding History

New Vernon Investment Management’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
2025
Q3 		– Sell
-21,422
Closed -$355K – 41
2025
Q2 		$355K Hold
21,422
– – 0.41% 35
2025
Q1 		$347K Sell
21,422
-2,860
-12% -$45.7K 0.46% 36
2024
Q4 		$6.89M Sell
24,282
-4,281
-15% -$79.5K 9.11% 2
2024
Q3 		$516K Hold
28,563
– – 0.56% 35
2024
Q2 		$466K Buy
28,563
+508
+2% +$9K 0.61% 37
2024
Q1 		$547K Hold
28,055
– – 0.46% 33
2023
Q4 		$355K Hold
28,055
– – 0.41% 34
2023
Q3 		$412K Buy
+28,055
New +$394K 0.63% 29

Other funds holding PLGO

CMHI
CVC Management Holdings II St. Helier, Jersey $420M AUM 0.05% 1-Year Est. Return
CPI
Crestview Partners III New York $195M AUM 17.49% 1-Year Est. Return
PBRA
Pine Brook Road Advisors Bedford, New York $138M AUM 19.16% 1-Year Est. Return
TC
Travelers Companies Saint Paul, Minnesota $142M AUM 42.45% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
CPI
Crestview Partners IV New York $332M AUM 9.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

New Vernon Investment Management's PLGO Position: Q3 2025 in Review

New Vernon Investment Management sold out of Pelagos Insurance Capital (PLGO) in Q3 2025, closing a stake of 21,422 shares — an estimated $355K sold.

New Vernon Investment Management first reported a position in PLGO in Q3 2023 and held it in 8 quarters. The position peaked at $6.89M in Q4 2024. 147 funds tracked by Wall St. Rank hold PLGO as of Q3 2025.

  • New Vernon Investment Management reported no remaining Pelagos Insurance Capital position as of Q3 2025 after selling out during the quarter.
  • New Vernon Investment Management sold 21,422 Pelagos Insurance Capital shares in Q3 2025, an estimated $355K.
  • New Vernon Investment Management first reported a position in Pelagos Insurance Capital in Q3 2023 and held it in 8 quarters.
  • New Vernon Investment Management's Pelagos Insurance Capital position peaked at $6.89M in Q4 2024.
  • 147 funds tracked by Wall St. Rank held Pelagos Insurance Capital as of Q3 2025.

Based on New Vernon Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.