TSWM
PLGO

Tyler-Stone Wealth Management’s Pelagos Insurance Capital PLGO Stock Holding History

Tyler-Stone 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
2025
Q2 		$195K Buy
+11,750
New +$195K 0.03% 324

Other funds holding PLGO

CMHI
CVC Management Holdings II St. Helier, Jersey $420M AUM 0.05% 1-Year Est. Return
CPI
Crestview Partners III New York $195M AUM 17.49% 1-Year Est. Return
PBRA
Pine Brook Road Advisors Bedford, New York $138M AUM 19.16% 1-Year Est. Return
TC
Travelers Companies Saint Paul, Minnesota $127M AUM 14.47% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
CPI
Crestview Partners IV New York $332M AUM 9.14% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Tyler-Stone Wealth Management's PLGO Position: Q2 2025 in Review

Tyler-Stone Wealth Management opened a new position in Pelagos Insurance Capital (PLGO) in Q2 2025: 11,750 shares worth $195K. The stake represents 0.03% of the portfolio and ranks #324 among its holdings.

155 funds tracked by Wall St. Rank hold PLGO as of Q2 2025.

  • Tyler-Stone Wealth Management held 11,750 shares of Pelagos Insurance Capital worth $195K as of Q2 2025.
  • Pelagos Insurance Capital was a new Tyler-Stone Wealth Management position in Q2 2025.
  • Pelagos Insurance Capital made up 0.03% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #324 holding.
  • 155 funds tracked by Wall St. Rank held Pelagos Insurance Capital as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.