RDWM
PLGO

Red Door Wealth Management’s Pelagos Insurance Capital PLGO Stock Holding History

Red Door Wealth Management’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 		$414K Hold
17,000
– – 0.04% 210
2026
Q1 		$325K Hold
17,000
– – 0.03% 219
2025
Q4 		$333K Buy
+17,000
New +$317K 0.03% 212

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TC
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PBRA
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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
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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

Red Door Wealth Management's PLGO Position: Q2 2026 in Review

Red Door Wealth Management held its Pelagos Insurance Capital (PLGO) position steady in Q2 2026 at 17,000 shares worth $414K. The position accounts for 0.04% of the portfolio, ranked #210.

Red Door Wealth Management first reported a position in PLGO in Q4 2025 and has held it in 3 quarters since. 190 funds tracked by Wall St. Rank hold PLGO as of Q2 2026.

  • Red Door Wealth Management held 17,000 shares of Pelagos Insurance Capital worth $414K as of Q2 2026.
  • Red Door Wealth Management left its Pelagos Insurance Capital share count unchanged in Q2 2026.
  • Pelagos Insurance Capital made up 0.04% of Red Door Wealth Management's portfolio in Q2 2026, its #210 holding.
  • Red Door Wealth Management first reported a position in Pelagos Insurance Capital in Q4 2025 and has held it in 3 quarters since.
  • 190 funds tracked by Wall St. Rank held Pelagos Insurance Capital as of Q2 2026.

Based on Red Door Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.