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 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

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

RDWM

Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Physician Wealth Advisors's PLGO Position: Q2 2026 in Review

Physician Wealth Advisors opened a new position in Pelagos Insurance Capital (PLGO) in Q2 2026: 52 shares worth $1.27K. The stake represents ﹤0.01% of the portfolio and ranks #1720 among its holdings. This is a return to the name: Physician Wealth Advisors previously reported a position in PLGO as recently as Q2 2025.

Physician Wealth Advisors first reported a position in PLGO in Q4 2024 and has held it in 3 quarters since. 16 funds tracked by Wall St. Rank hold PLGO as of Q2 2026.

Physician Wealth Advisors held 52 shares of Pelagos Insurance Capital worth $1.27K as of Q2 2026.
Pelagos Insurance Capital was a new Physician Wealth Advisors position in Q2 2026.
Pelagos Insurance Capital made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1720 holding.
Physician Wealth Advisors first reported a position in Pelagos Insurance Capital in Q4 2024 and has held it in 3 quarters since.
16 funds tracked by Wall St. Rank held Pelagos Insurance Capital as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.