UBS Group
PLGO icon

UBS Group’s Pelagos Insurance Capital PLGO Stock Holding History

UBS Group’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
Q3 		$2.19M Sell
92,633
-191,412
-67% -$4.72M ﹤0.01% 4929
2026
Q2 		$6.92M Sell
284,045
-269,101
-49% -$5.85M ﹤0.01% 3840
2026
Q1 		$10.6M Buy
553,146
+220,340
+66% +$4.21M ﹤0.01% 3267
2025
Q4 		$6.51M Sell
332,806
-143,543
-30% -$2.68M ﹤0.01% 3753
2025
Q3 		$8.65M Buy
476,349
+326,153
+217% +$5.44M ﹤0.01% 3469
2025
Q2 		$2.49M Sell
150,196
-23,844
-14% -$395K ﹤0.01% 4583
2025
Q1 		$2.82M Sell
174,040
-541,221
-76% -$8.65M ﹤0.01% 4382
2024
Q4 		$13M Buy
715,261
+668,417
+1,427% +$12.4M ﹤0.01% 2784
2024
Q3 		$846K Sell
46,844
-73,575
-61% -$1.3M ﹤0.01% 4797
2024
Q2 		$1.96M Buy
120,419
+56,144
+87% +$995K ﹤0.01% 3785
2024
Q1 		$1.25M Buy
64,275
+38,858
+153% +$572K ﹤0.01% 4412
2023
Q4 		$322K Buy
25,417
+22,545
+785% +$303K ﹤0.01% 5446
2023
Q3 		$42.2K Buy
+2,872
New +$40.3K ﹤0.01% 6402

Other funds holding PLGO

Travelers Companies
Travelers Companies Saint Paul, Minnesota $138M AUM 26.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Pine Brook Road Advisors
Pine Brook Road Advisors Bedford, New York $103M AUM 30.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
NFC Investments
NFC Investments Memphis, Tennessee $365M AUM 12.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

UBS Group's PLGO Position: Q3 2026 in Review

UBS Group reduced its Pelagos Insurance Capital (PLGO) stake by 67% in Q3 2026, selling an estimated $4.72M and leaving 92,633 shares worth $2.19M. The position accounts for ﹤0.01% of the portfolio, ranked #4929.

UBS Group first reported a position in PLGO in Q3 2023 and has held it in 13 quarters since. The position peaked at $13M in Q4 2024. 130 funds tracked by Wall St. Rank hold PLGO as of Q3 2026.

  • UBS Group held 92,633 shares of Pelagos Insurance Capital worth $2.19M as of Q3 2026.
  • UBS Group sold 191,412 Pelagos Insurance Capital shares in Q3 2026, an estimated $4.72M.
  • Pelagos Insurance Capital made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #4929 holding.
  • UBS Group first reported a position in Pelagos Insurance Capital in Q3 2023 and has held it in 13 quarters since.
  • UBS Group's Pelagos Insurance Capital position peaked at $13M in Q4 2024.
  • 130 funds tracked by Wall St. Rank held Pelagos Insurance Capital as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.