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PLGO

Pelagos Insurance Capital

147 hedge funds and large institutions have $1.46B invested in Pelagos Insurance Capital in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 57 increasing their positions, 50 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

14% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 50

9% more capital invested

Capital invested by funds: $1.34B → $1.46B (+$122M)

0.24% less ownership

Funds ownership: 73.09%72.85% (-0.24%)

5% less funds holding

Funds holding: 155147 (-8)

25% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 24

Holders
147
Holders Change
-8
Holders Change %
-5.16%
% of All Funds
1.93%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
18
Increased
57
Reduced
50
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CMHI
1
CVC Management Holdings II
Jersey
$230M
CPI
2
Crestview Partners III
New York
$177M
PBRA
3
Pine Brook Road Advisors
New York
$131M
TC
4
Travelers Companies
Minnesota
$131M
CLG
5
Cooperman Leon G
$121M +$14.3M +856,413 +15%
CPI
6
Crestview Partners IV
New York
$81.9M
BlackRock
7
BlackRock
New York
$62M +$101K +6,032 +0.2%
LSV Asset Management
8
LSV Asset Management
Illinois
$54.4M -$2.06M -123,800 -4%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$47.6M +$6.13M +367,538 +16%
American Century Companies
10
American Century Companies
Missouri
$40.3M -$23.6M -1,415,510 -39%
RA
11
Royce & Associates
New York
$28.9M +$25.5M +1,525,868 +2,333%
Loomis, Sayles & Company
12
Loomis, Sayles & Company
Massachusetts
$22.8M -$807K -48,409 -4%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$21.7M -$3.52M -210,839 -15%
Balyasny Asset Management
14
Balyasny Asset Management
Illinois
$17.4M +$3.13M +187,899 +24%
Millennium Management
15
Millennium Management
New York
$16.8M +$8.21M +492,253 +114%
Adage Capital Partners
16
Adage Capital Partners
Massachusetts
$16.3M +$13.3M +798,236 +784%
State Street
17
State Street
Massachusetts
$16.2M -$524K -31,426 -3%
Morgan Stanley
18
Morgan Stanley
New York
$14.4M -$895K -53,652 -6%
BCM
19
Bridgeway Capital Management
Texas
$13.8M +$382K +22,897 +3%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$12.9M -$452K -27,125 -4%
DPCM
21
Doma Perpetual Capital Management
Florida
$11.6M +$2.85M +170,827 +37%
CCP
22
Clough Capital Partners
Massachusetts
$11M -$49.7K -2,980 -0.5%
Nuveen
23
Nuveen
North Carolina
$10.1M -$14.6M -873,569 -61%
NI
24
NFC Investments
Tennessee
$9.73M +$3.82M +229,229 +75%
Vanguard Group
25
Vanguard Group
Pennsylvania
$8.99M -$161K -9,647 -2%

PLGO Hedge Fund Activity: Q3 2025 in Review

147 of the 7,631 institutional investors tracked by Wall St. Rank reported a position in Pelagos Insurance Capital (PLGO) for Q3 2025, worth a combined $1.46B — up 9.1% from $1.34B a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of PLGO and 18 opened new positions — a net loss of 6 holders — while 50 trimmed existing stakes and 57 added.

The largest buyer was Royce & Associates, adding an estimated $25.5M. The largest seller was American Century Companies, cutting an estimated $23.6M.

  • 147 institutional investors held Pelagos Insurance Capital (PLGO) as of Q3 2025, down from 155 in Q2 2025.
  • Funds reported $1.46B of Pelagos Insurance Capital stock for Q3 2025, up 9.1% quarter-over-quarter.
  • 18 funds opened new Pelagos Insurance Capital positions in Q3 2025 and 24 closed out, a net change of -6 holders.
  • The largest Pelagos Insurance Capital buyer in Q3 2025 was Royce & Associates, an estimated $25.5M added.
  • The largest Pelagos Insurance Capital seller in Q3 2025 was American Century Companies, an estimated $23.6M sold.

Based on aggregated 13F filings for Q3 2025.