UIC
PLGO

Uniplan Investment Counsel’s Pelagos Insurance Capital PLGO Stock Holding History

Uniplan Investment Counsel’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 		– Sell
-208,868
Closed -$3.38M – 190
2025
Q1 		$3.38M Buy
208,868
+1,793
+0.9% +$28.7K 0.33% 80
2024
Q4 		$3.75M Buy
207,075
+91,619
+79% +$1.7M 0.35% 77
2024
Q3 		$2.09M Buy
+115,456
New +$2.04M 0.18% 104

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

Uniplan Investment Counsel's PLGO Position: Q2 2025 in Review

Uniplan Investment Counsel sold out of Pelagos Insurance Capital (PLGO) in Q2 2025, closing a stake of 208,868 shares — an estimated $3.38M sold.

Uniplan Investment Counsel first reported a position in PLGO in Q3 2024 and held it in 3 quarters. The position peaked at $3.75M in Q4 2024. 155 funds tracked by Wall St. Rank hold PLGO as of Q2 2025.

  • Uniplan Investment Counsel reported no remaining Pelagos Insurance Capital position as of Q2 2025 after selling out during the quarter.
  • Uniplan Investment Counsel sold 208,868 Pelagos Insurance Capital shares in Q2 2025, an estimated $3.38M.
  • Uniplan Investment Counsel first reported a position in Pelagos Insurance Capital in Q3 2024 and held it in 3 quarters.
  • Uniplan Investment Counsel's Pelagos Insurance Capital position peaked at $3.75M in Q4 2024.
  • 155 funds tracked by Wall St. Rank held Pelagos Insurance Capital as of Q2 2025.

Based on Uniplan Investment Counsel's 13F filing for Q2 2025, filed 14 Aug 2025.