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PLGO

Root Financial Partners’s Pelagos Insurance Capital PLGO Stock Holding History

Root Financial Partners’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 		– Sell
-135
Closed -$2.58K – 1375
2026
Q1 		$2.58K Buy
+135
New +$2.58K ﹤0.01% 2207

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

Root Financial Partners's PLGO Position: Q2 2026 in Review

Root Financial Partners sold out of Pelagos Insurance Capital (PLGO) in Q2 2026, closing a stake of 135 shares — an estimated $2.58K sold.

Root Financial Partners first reported a position in PLGO in Q1 2026 and held it in 1 quarter. The position peaked at $2.58K in Q1 2026. 172 funds tracked by Wall St. Rank hold PLGO as of Q2 2026.

  • Root Financial Partners reported no remaining Pelagos Insurance Capital position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 135 Pelagos Insurance Capital shares in Q2 2026, an estimated $2.58K.
  • Root Financial Partners first reported a position in Pelagos Insurance Capital in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Pelagos Insurance Capital position peaked at $2.58K in Q1 2026.
  • 172 funds tracked by Wall St. Rank held Pelagos Insurance Capital as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.