Principal Financial Group
PLGO

Principal Financial Group’s Pelagos Insurance Capital PLGO Stock Holding History

Principal Financial Group’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
Q2 		– Sell
-76,356
Closed -$1.24M – 2253
2025
Q1 		$1.24M Buy
76,356
+6,207
+9% +$99.3K ﹤0.01% 1828
2024
Q4 		$1.27M Buy
70,149
+6,786
+11% +$126K ﹤0.01% 1849
2024
Q3 		$1.14M Buy
+63,363
New +$1.12M ﹤0.01% 1838

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 $127M AUM 14.47% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Principal Financial Group's PLGO Position: Q2 2025 in Review

Principal Financial Group sold out of Pelagos Insurance Capital (PLGO) in Q2 2025, closing a stake of 76,356 shares — an estimated $1.24M sold.

Principal Financial Group first reported a position in PLGO in Q3 2024 and held it in 3 quarters. The position peaked at $1.27M in Q4 2024. 155 funds tracked by Wall St. Rank hold PLGO as of Q2 2025.

  • Principal Financial Group reported no remaining Pelagos Insurance Capital position as of Q2 2025 after selling out during the quarter.
  • Principal Financial Group sold 76,356 Pelagos Insurance Capital shares in Q2 2025, an estimated $1.24M.
  • Principal Financial Group first reported a position in Pelagos Insurance Capital in Q3 2024 and held it in 3 quarters.
  • Principal Financial Group's Pelagos Insurance Capital position peaked at $1.27M in Q4 2024.
  • 155 funds tracked by Wall St. Rank held Pelagos Insurance Capital as of Q2 2025.

Based on Principal Financial Group's 13F filing for Q2 2025, filed 8 Aug 2025.