UBS Group
PLGO

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
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

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

UBS Group's PLGO Position: Q2 2026 in Review

UBS Group reduced its Pelagos Insurance Capital (PLGO) stake by 49% in Q2 2026, selling an estimated $5.85M and leaving 284,045 shares worth $6.92M. The position accounts for ﹤0.01% of the portfolio, ranked #3840.

UBS Group first reported a position in PLGO in Q3 2023 and has held it in 12 quarters since. The position peaked at $13M in Q4 2024. 172 funds tracked by Wall St. Rank hold PLGO as of Q2 2026.

  • UBS Group held 284,045 shares of Pelagos Insurance Capital worth $6.92M as of Q2 2026.
  • UBS Group sold 269,101 Pelagos Insurance Capital shares in Q2 2026, an estimated $5.85M.
  • Pelagos Insurance Capital made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #3840 holding.
  • UBS Group first reported a position in Pelagos Insurance Capital in Q3 2023 and has held it in 12 quarters since.
  • UBS Group's Pelagos Insurance Capital position peaked at $13M in Q4 2024.
  • 172 funds tracked by Wall St. Rank held Pelagos Insurance Capital as of Q2 2026.

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