RIL
PLGO

Rothschild Investment LLC’s Pelagos Insurance Capital PLGO Stock Holding History

Rothschild Investment LLC’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 		$16.6K Buy
681
+18
+3% +$392 ﹤0.01% 1621
2026
Q1 		$12.7K Buy
663
+169
+34% +$3.23K ﹤0.01% 1598
2025
Q4 		$9.67K Buy
494
+94
+24% +$1.75K ﹤0.01% 1589
2025
Q3 		$7.26K Buy
400
+250
+167% +$4.17K ﹤0.01% 1563
2025
Q2 		$2.49K Buy
150
+50
+50% +$828 ﹤0.01% 1917
2025
Q1 		$1.62K Buy
100
+55
+122% +$879 ﹤0.01% 2031
2024
Q4 		$816 Sell
45
-10
-18% -$186 ﹤0.01% 2341
2024
Q3 		$993 Buy
55
+50
+1,000% +$882 ﹤0.01% 2173
2024
Q2 		$82 Hold
5
– – ﹤0.01% 2766
2024
Q1 		$97 Buy
+5
New +$74 ﹤0.01% 2220

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

Rothschild Investment LLC's PLGO Position: Q2 2026 in Review

Rothschild Investment LLC increased its Pelagos Insurance Capital (PLGO) stake by 2.7% in Q2 2026, buying an estimated $392 and bringing the position to 681 shares worth $16.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1621.

Rothschild Investment LLC first reported a position in PLGO in Q1 2024 and has held it in 10 quarters since. 190 funds tracked by Wall St. Rank hold PLGO as of Q2 2026.

  • Rothschild Investment LLC held 681 shares of Pelagos Insurance Capital worth $16.6K as of Q2 2026.
  • Rothschild Investment LLC bought 18 Pelagos Insurance Capital shares in Q2 2026, an estimated $392.
  • Pelagos Insurance Capital made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1621 holding.
  • Rothschild Investment LLC first reported a position in Pelagos Insurance Capital in Q1 2024 and has held it in 10 quarters since.
  • 190 funds tracked by Wall St. Rank held Pelagos Insurance Capital as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.