TWD
PLGO

True Wealth Design’s Pelagos Insurance Capital PLGO Stock Holding History

True Wealth Design’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 		$1.12K Hold
46
– – ﹤0.01% 1937
2026
Q1 		$880 Sell
46
-11
-19% -$210 ﹤0.01% 1852
2025
Q4 		$1.12K Buy
57
+14
+33% +$261 ﹤0.01% 1667
2025
Q3 		$781 Sell
43
-8
-16% -$133 ﹤0.01% 1839
2025
Q2 		$846 Buy
51
+14
+38% +$232 ﹤0.01% 1530
2025
Q1 		$600 Buy
+37
New +$592 ﹤0.01% 1476

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

True Wealth Design's PLGO Position: Q2 2026 in Review

True Wealth Design held its Pelagos Insurance Capital (PLGO) position steady in Q2 2026 at 46 shares worth $1.12K. The position accounts for ﹤0.01% of the portfolio, ranked #1937.

True Wealth Design first reported a position in PLGO in Q1 2025 and has held it in 6 quarters since. 172 funds tracked by Wall St. Rank hold PLGO as of Q2 2026.

  • True Wealth Design held 46 shares of Pelagos Insurance Capital worth $1.12K as of Q2 2026.
  • True Wealth Design left its Pelagos Insurance Capital share count unchanged in Q2 2026.
  • Pelagos Insurance Capital made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1937 holding.
  • True Wealth Design first reported a position in Pelagos Insurance Capital in Q1 2025 and has held it in 6 quarters since.
  • 172 funds tracked by Wall St. Rank held Pelagos Insurance Capital as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.