Wellington Management Group
PLGO

Wellington Management Group’s Pelagos Insurance Capital PLGO Stock Holding History

Wellington Management 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
Q1 		$16.5M Sell
865,771
-176,040
-17% -$3.37M ﹤0.01% 1086
2025
Q4 		$20.4M Sell
1,041,811
-156,145
-13% -$2.91M ﹤0.01% 1022
2025
Q3 		$21.7M Sell
1,197,956
-210,839
-15% -$3.52M ﹤0.01% 985
2025
Q2 		$23.4M Sell
1,408,795
-1,978,002
-58% -$32.8M ﹤0.01% 918
2025
Q1 		$54.9M Buy
3,386,797
+146,116
+5% +$2.34M 0.01% 663
2024
Q4 		$58.8M Buy
3,240,681
+162,524
+5% +$3.02M 0.01% 664
2024
Q3 		$55.6M Buy
3,078,157
+1,332,896
+76% +$23.5M 0.01% 674
2024
Q2 		$28.5M Buy
+1,745,261
New +$30.9M 0.01% 847

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
PBRA
Pine Brook Road Advisors Bedford, New York $140M AUM 46.86% 1-Year Est. Return
TC
Travelers Companies Saint Paul, Minnesota $142M AUM 42.45% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Wellington Management Group's PLGO Position: Q1 2026 in Review

Wellington Management Group reduced its Pelagos Insurance Capital (PLGO) stake by 17% in Q1 2026, selling an estimated $3.37M and leaving 865,771 shares worth $16.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1086.

Wellington Management Group first reported a position in PLGO in Q2 2024 and has held it in 8 quarters since. The position peaked at $58.8M in Q4 2024. 163 funds tracked by Wall St. Rank hold PLGO as of Q1 2026.

  • Wellington Management Group held 865,771 shares of Pelagos Insurance Capital worth $16.5M as of Q1 2026.
  • Wellington Management Group sold 176,040 Pelagos Insurance Capital shares in Q1 2026, an estimated $3.37M.
  • Pelagos Insurance Capital made up ﹤0.01% of Wellington Management Group's portfolio in Q1 2026, its #1086 holding.
  • Wellington Management Group first reported a position in Pelagos Insurance Capital in Q2 2024 and has held it in 8 quarters since.
  • Wellington Management Group's Pelagos Insurance Capital position peaked at $58.8M in Q4 2024.
  • 163 funds tracked by Wall St. Rank held Pelagos Insurance Capital as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.