SI
PLGO

Stephens Inc’s Pelagos Insurance Capital PLGO Stock Holding History

Stephens Inc’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 		$6.53M Buy
268,249
+920
+0.3% +$20K 0.07% 250
2026
Q1 		$5.11M Buy
267,329
+30,124
+13% +$576K 0.06% 280
2025
Q4 		$4.64M Buy
237,205
+54,759
+30% +$1.02M 0.06% 300
2025
Q3 		$3.31M Buy
+182,446
New +$3.04M 0.04% 375

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

Stephens Inc's PLGO Position: Q2 2026 in Review

Stephens Inc increased its Pelagos Insurance Capital (PLGO) stake by 0.34% in Q2 2026, buying an estimated $20K and bringing the position to 268,249 shares worth $6.53M. The position accounts for 0.07% of the portfolio, ranked #250.

Stephens Inc first reported a position in PLGO in Q3 2025 and has held it in 4 quarters since. 172 funds tracked by Wall St. Rank hold PLGO as of Q2 2026.

  • Stephens Inc held 268,249 shares of Pelagos Insurance Capital worth $6.53M as of Q2 2026.
  • Stephens Inc bought 920 Pelagos Insurance Capital shares in Q2 2026, an estimated $20K.
  • Pelagos Insurance Capital made up 0.07% of Stephens Inc's portfolio in Q2 2026, its #250 holding.
  • Stephens Inc first reported a position in Pelagos Insurance Capital in Q3 2025 and has held it in 4 quarters since.
  • 172 funds tracked by Wall St. Rank held Pelagos Insurance Capital as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.