UBS AM’s Pelagos Insurance Capital PLGO Stock Holding History

UBS AM’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	$20.9K	Hold	857	–	–	﹤0.01%	3122
2026 Q1	$16.4K	Buy	857 +645	+304%	+$12.3K	﹤0.01%	3176
2025 Q4	$4.15K	Buy	+212	New	+$3.95K	﹤0.01%	3012

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

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 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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

UBS AM's PLGO Position: Q2 2026 in Review

UBS AM held its Pelagos Insurance Capital (PLGO) position steady in Q2 2026 at 857 shares worth $20.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3122.

UBS AM first reported a position in PLGO in Q4 2025 and has held it in 3 quarters since. 172 funds tracked by Wall St. Rank hold PLGO as of Q2 2026.

UBS AM held 857 shares of Pelagos Insurance Capital worth $20.9K as of Q2 2026.
UBS AM left its Pelagos Insurance Capital share count unchanged in Q2 2026.
Pelagos Insurance Capital made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #3122 holding.
UBS AM first reported a position in Pelagos Insurance Capital in Q4 2025 and has held it in 3 quarters since.
172 funds tracked by Wall St. Rank held Pelagos Insurance Capital as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.