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PLGO

Pelagos Insurance Capital

155 hedge funds and large institutions have $1.34B invested in Pelagos Insurance Capital in 2025 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 55 increasing their positions, 46 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 46

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 31

1% less capital invested

Capital invested by funds: $1.36B → $1.34B (-$14.9M)

1.8% less ownership

Funds ownership: 74.89%73.09% (-1.8%)

2% less funds holding

Funds holding: 158155 (-3)

Holders
155
Holders Change
-3
Holders Change %
-1.9%
% of All Funds
2.04%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
31
Increased
55
Reduced
46
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CMHI
1
CVC Management Holdings II
Jersey
$210M -$51.5M -3,109,452 -20%
CPI
2
Crestview Partners III
New York
$161M
PBRA
3
Pine Brook Road Advisors
New York
$120M
TC
4
Travelers Companies
Minnesota
$119M
CLG
5
Cooperman Leon G
$96.3M +$16.7M +1,006,278 +21%
CPI
6
Crestview Partners IV
New York
$74.8M
American Century Companies
7
American Century Companies
Missouri
$60.3M -$3.11M -187,567 -5%
BlackRock
8
BlackRock
New York
$56.6M +$7.94M +479,495 +16%
LSV Asset Management
9
LSV Asset Management
Illinois
$51.7M +$9.77M +589,985 +23%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$37.4M +$13.2M +797,935 +55%
Nuveen
11
Nuveen
North Carolina
$23.7M +$10.6M +637,721 +80%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$23.4M -$32.8M -1,978,002 -58%
Loomis, Sayles & Company
13
Loomis, Sayles & Company
Massachusetts
$21.6M +$2.35M +142,089 +12%
JP Morgan Chase
14
JP Morgan Chase
New York
$15.5M +$11.9M +720,734 +332%
State Street
15
State Street
Massachusetts
$15.3M +$1.51M +91,244 +11%
Goldman Sachs
16
Goldman Sachs
New York
$14.5M -$368K -22,243 -2%
Morgan Stanley
17
Morgan Stanley
New York
$14M -$184K -11,109 -1%
Balyasny Asset Management
18
Balyasny Asset Management
Illinois
$12.8M +$2.62M +157,878 +26%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$12.2M +$2.16M +130,170 +21%
BCM
20
Bridgeway Capital Management
Texas
$12.2M -$808K -48,791 -6%
PFMOSF
21
Philadelphia Financial Management of San Francisco
California
$10.6M +$10.6M +639,293 New
CCP
22
Clough Capital Partners
Massachusetts
$10.1M -$309K -18,633 -3%
Vanguard Group
23
Vanguard Group
Pennsylvania
$8.37M -$574K -34,661 -6%
DPCM
24
Doma Perpetual Capital Management
Florida
$7.73M
EF
25
Empowered Funds
Pennsylvania
$7.36M +$20K +1,209 +0.3%

PLGO Hedge Fund Activity: Q2 2025 in Review

155 of the 7,604 institutional investors tracked by Wall St. Rank reported a position in Pelagos Insurance Capital (PLGO) for Q2 2025, worth a combined $1.34B — down 1.1% from $1.36B a quarter earlier.

Fund positioning in PLGO was balanced in Q2 2025: 31 funds opened new positions, 31 closed out, 55 added to existing stakes and 46 trimmed.

The largest buyer was Cooperman Leon G, adding an estimated $16.7M. The largest seller was CVC Management Holdings II, cutting an estimated $51.5M.

  • 155 institutional investors held Pelagos Insurance Capital (PLGO) as of Q2 2025, down from 158 in Q1 2025.
  • Funds reported $1.34B of Pelagos Insurance Capital stock for Q2 2025, down 1.1% quarter-over-quarter.
  • 31 funds opened new Pelagos Insurance Capital positions in Q2 2025 and 31 closed out, a net change of 0 holders.
  • The largest Pelagos Insurance Capital buyer in Q2 2025 was Cooperman Leon G, an estimated $16.7M added.
  • The largest Pelagos Insurance Capital seller in Q2 2025 was CVC Management Holdings II, an estimated $51.5M sold.

Based on aggregated 13F filings for Q2 2025.