Y-Intercept (HK)’s Pelagos Insurance Capital PLGO Stock Holding History

Y-Intercept (HK)’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	$608K	Sell	25,706 -6,614	-20%	-$163K	0.01%	1223
2026 Q2	$787K	Buy	+32,320	New	+$703K	0.02%	1141
2026 Q1	–	Sell	-15,638	Closed	-$306K	–	1717
2025 Q4	$306K	Buy	+15,638	New	+$292K	0.01%	1367
2025 Q2	–	Sell	-26,261	Closed	-$425K	–	1740
2025 Q1	$425K	Buy	+26,261	New	+$420K	0.03%	771
2024 Q4	–	Sell	-10,818	Closed	-$195K	–	1334
2024 Q3	$195K	Buy	+10,818	New	+$191K	0.01%	1173

Other funds holding PLGO

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

BLC

Brown, Lisle/Cummings Providence, Rhode Island $453M AUM 20.23% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Y-Intercept (HK)'s PLGO Position: Q3 2026 in Review

Y-Intercept (HK) reduced its Pelagos Insurance Capital (PLGO) stake by 20% in Q3 2026, selling an estimated $163K and leaving 25,706 shares worth $608K. The position accounts for 0.01% of the portfolio, ranked #1223.

Y-Intercept (HK) first reported a position in PLGO in Q3 2024 and has held it in 5 quarters since. The position peaked at $787K in Q2 2026. 14 funds tracked by Wall St. Rank hold PLGO as of Q3 2026.

Y-Intercept (HK) held 25,706 shares of Pelagos Insurance Capital worth $608K as of Q3 2026.
Y-Intercept (HK) sold 6,614 Pelagos Insurance Capital shares in Q3 2026, an estimated $163K.
Pelagos Insurance Capital made up 0.01% of Y-Intercept (HK)'s portfolio in Q3 2026, its #1223 holding.
Y-Intercept (HK) first reported a position in Pelagos Insurance Capital in Q3 2024 and has held it in 5 quarters since.
Y-Intercept (HK)'s Pelagos Insurance Capital position peaked at $787K in Q2 2026.
14 funds tracked by Wall St. Rank held Pelagos Insurance Capital as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.