PWPS
PLGO

Pinnacle Wealth Planning Services’s Pelagos Insurance Capital PLGO Stock Holding History

Pinnacle Wealth Planning Services’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 		$633 Buy
+26
New +$566 ﹤0.01% 2630

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
TC
Travelers Companies Saint Paul, Minnesota $142M AUM 42.45% 1-Year Est. Return
PBRA
Pine Brook Road Advisors Bedford, New York $140M AUM 46.86% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Pinnacle Wealth Planning Services's PLGO Position: Q2 2026 in Review

Pinnacle Wealth Planning Services opened a new position in Pelagos Insurance Capital (PLGO) in Q2 2026: 26 shares worth $633. The stake represents ﹤0.01% of the portfolio and ranks #2630 among its holdings.

172 funds tracked by Wall St. Rank hold PLGO as of Q2 2026.

  • Pinnacle Wealth Planning Services held 26 shares of Pelagos Insurance Capital worth $633 as of Q2 2026.
  • Pelagos Insurance Capital was a new Pinnacle Wealth Planning Services position in Q2 2026.
  • Pelagos Insurance Capital made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2630 holding.
  • 172 funds tracked by Wall St. Rank held Pelagos Insurance Capital as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.