Physician Wealth Advisors
PLGO icon

Physician Wealth Advisors’s Pelagos Insurance Capital PLGO Stock Holding History

Physician Wealth Advisors’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 		$3.38K Buy
143
+91
+175% +$2.24K ﹤0.01% 1297
2026
Q2 		$1.27K Buy
+52
New +$1.13K ﹤0.01% 1720
2025
Q3 		– Sell
-39
Closed -$647 – 1955
2025
Q2 		$647 Buy
+39
New +$646 ﹤0.01% 1637
2025
Q1 		– Sell
-56
Closed -$1.02K – 1467
2024
Q4 		$1.02K Buy
+56
New +$1.04K ﹤0.01% 938

Other funds holding PLGO

Kendall Capital Management
Kendall Capital Management Rockville, Maryland $605M AUM 38.16% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Achmea Investment Management
Achmea Investment Management Zeist, Netherlands $12.6B AUM 25.68% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
State of Wyoming
State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Physician Wealth Advisors's PLGO Position: Q3 2026 in Review

Physician Wealth Advisors increased its Pelagos Insurance Capital (PLGO) stake by 175% in Q3 2026, buying an estimated $2.24K and bringing the position to 143 shares worth $3.38K. The position accounts for ﹤0.01% of the portfolio, ranked #1297.

Physician Wealth Advisors first reported a position in PLGO in Q4 2024 and has held it in 4 quarters since. 32 funds tracked by Wall St. Rank hold PLGO as of Q3 2026.

  • Physician Wealth Advisors held 143 shares of Pelagos Insurance Capital worth $3.38K as of Q3 2026.
  • Physician Wealth Advisors bought 91 Pelagos Insurance Capital shares in Q3 2026, an estimated $2.24K.
  • Pelagos Insurance Capital made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #1297 holding.
  • Physician Wealth Advisors first reported a position in Pelagos Insurance Capital in Q4 2024 and has held it in 4 quarters since.
  • 32 funds tracked by Wall St. Rank held Pelagos Insurance Capital as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.