Raymond James Financial
PLGO

Raymond James Financial’s Pelagos Insurance Capital PLGO Stock Holding History

Raymond James Financial’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 		$1.74M Sell
71,423
-215,040
-75% -$4.68M ﹤0.01% 3596
2026
Q1 		$5.47M Buy
286,463
+25,203
+10% +$482K ﹤0.01% 2509
2025
Q4 		$5.11M Sell
261,260
-10,943
-4% -$204K ﹤0.01% 2495
2025
Q3 		$4.94M Buy
272,203
+50,285
+23% +$839K ﹤0.01% 2459
2025
Q2 		$3.68M Buy
221,918
+63,490
+40% +$1.05M ﹤0.01% 2584
2025
Q1 		$2.57M Buy
158,428
+95,452
+152% +$1.53M ﹤0.01% 2817
2024
Q4 		$1.14M Buy
+62,976
New +$1.17M ﹤0.01% 3363

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

Raymond James Financial's PLGO Position: Q2 2026 in Review

Raymond James Financial reduced its Pelagos Insurance Capital (PLGO) stake by 75% in Q2 2026, selling an estimated $4.68M and leaving 71,423 shares worth $1.74M. The position accounts for ﹤0.01% of the portfolio, ranked #3596.

Raymond James Financial first reported a position in PLGO in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.47M in Q1 2026. 172 funds tracked by Wall St. Rank hold PLGO as of Q2 2026.

  • Raymond James Financial held 71,423 shares of Pelagos Insurance Capital worth $1.74M as of Q2 2026.
  • Raymond James Financial sold 215,040 Pelagos Insurance Capital shares in Q2 2026, an estimated $4.68M.
  • Pelagos Insurance Capital made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3596 holding.
  • Raymond James Financial first reported a position in Pelagos Insurance Capital in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's Pelagos Insurance Capital position peaked at $5.47M in Q1 2026.
  • 172 funds tracked by Wall St. Rank held Pelagos Insurance Capital as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.