OF
PLGO

Optimize Financial’s Pelagos Insurance Capital PLGO Stock Holding History

Optimize 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
Q1 		$489K Sell
25,583
-709
-3% -$13.6K 0.24% 103
2025
Q4 		$515K Buy
26,292
+376
+1% +$7.01K 0.26% 117
2025
Q3 		$470K Buy
25,916
+1,344
+5% +$22.4K 0.25% 128
2025
Q2 		$407K Sell
24,572
-176
-0.7% -$2.92K 0.25% 111
2025
Q1 		$401K Buy
24,748
+7,139
+41% +$114K 0.29% 102
2024
Q4 		$319K Buy
+17,609
New +$327K 0.24% 131

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
PBRA
Pine Brook Road Advisors Bedford, New York $140M AUM 46.86% 1-Year Est. Return
TC
Travelers Companies Saint Paul, Minnesota $142M AUM 42.45% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Optimize Financial's PLGO Position: Q1 2026 in Review

Optimize Financial reduced its Pelagos Insurance Capital (PLGO) stake by 2.7% in Q1 2026, selling an estimated $13.6K and leaving 25,583 shares worth $489K. The position accounts for 0.24% of the portfolio, ranked #103.

Optimize Financial first reported a position in PLGO in Q4 2024 and has held it in 6 quarters since. The position peaked at $515K in Q4 2025. 163 funds tracked by Wall St. Rank hold PLGO as of Q1 2026.

  • Optimize Financial held 25,583 shares of Pelagos Insurance Capital worth $489K as of Q1 2026.
  • Optimize Financial sold 709 Pelagos Insurance Capital shares in Q1 2026, an estimated $13.6K.
  • Pelagos Insurance Capital made up 0.24% of Optimize Financial's portfolio in Q1 2026, its #103 holding.
  • Optimize Financial first reported a position in Pelagos Insurance Capital in Q4 2024 and has held it in 6 quarters since.
  • Optimize Financial's Pelagos Insurance Capital position peaked at $515K in Q4 2025.
  • 163 funds tracked by Wall St. Rank held Pelagos Insurance Capital as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.