Wealth Enhancement Advisory Services
PLGO

Wealth Enhancement Advisory Services’s Pelagos Insurance Capital PLGO Stock Holding History

Wealth Enhancement Advisory Services’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 		$362K Buy
14,457
+2,265
+19% +$49.3K ﹤0.01% 3016
2026
Q1 		$233K Buy
12,192
+465
+4% +$8.89K ﹤0.01% 3009
2025
Q4 		$226K Buy
+11,727
New +$219K ﹤0.01% 3170

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

Wealth Enhancement Advisory Services's PLGO Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Pelagos Insurance Capital (PLGO) stake by 19% in Q2 2026, buying an estimated $49.3K and bringing the position to 14,457 shares worth $362K. The position accounts for ﹤0.01% of the portfolio, ranked #3016.

Wealth Enhancement Advisory Services 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.

  • Wealth Enhancement Advisory Services held 14,457 shares of Pelagos Insurance Capital worth $362K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 2,265 Pelagos Insurance Capital shares in Q2 2026, an estimated $49.3K.
  • Pelagos Insurance Capital made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3016 holding.
  • Wealth Enhancement Advisory Services 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 Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.