Principal Financial Group
PLGO icon

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
2026
Q3 		$3.28M Buy
+138,827
New +$3.43M ﹤0.01% 1783
2025
Q2 		– Sell
-76,356
Closed -$1.24M – 2253
2025
Q1 		$1.24M Buy
76,356
+6,207
+9% +$99.2K ﹤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

LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Diversified Trust
Diversified Trust Memphis, Tennessee $4.69B AUM 22.36% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Kendall Capital Management
Kendall Capital Management Rockville, Maryland $605M AUM 38.16% 1-Year Est. Return
Knights of Columbus Asset Advisors
Knights of Columbus Asset Advisors New Haven, Connecticut $2.01B AUM 34.13% 1-Year Est. Return

Principal Financial Group's PLGO Position: Q3 2026 in Review

Principal Financial Group opened a new position in Pelagos Insurance Capital (PLGO) in Q3 2026: 138,827 shares worth $3.28M. The stake represents ﹤0.01% of the portfolio and ranks #1783 among its holdings. This is a return to the name: Principal Financial Group previously reported a position in PLGO as recently as Q1 2025.

Principal Financial Group first reported a position in PLGO in Q3 2024 and has held it in 4 quarters since. 59 funds tracked by Wall St. Rank hold PLGO as of Q3 2026.

  • Principal Financial Group held 138,827 shares of Pelagos Insurance Capital worth $3.28M as of Q3 2026.
  • Pelagos Insurance Capital was a new Principal Financial Group position in Q3 2026.
  • Pelagos Insurance Capital made up ﹤0.01% of Principal Financial Group's portfolio in Q3 2026, its #1783 holding.
  • Principal Financial Group first reported a position in Pelagos Insurance Capital in Q3 2024 and has held it in 4 quarters since.
  • 59 funds tracked by Wall St. Rank held Pelagos Insurance Capital as of Q3 2026.

Based on Principal Financial Group's 13F filing for Q3 2026, filed 2 Nov 2026.