Position in PLGO
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,120
+$241 QoQ
Shares Held
46
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#171
of 186 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PLGO Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026True Wealth Design, LLC holds $469,502 across 8 Insurance - Diversified names. PLGO ranks #7 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
744 | $372,290 | |
| 2 | AIG |
American International Group, Inc.
|
620 | $46,208 | |
| 3 | AEG |
Aegon Ltd.
|
2,756 | $23,260 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
130 | $12,617 | |
| 5 | SLF |
Sun Life Financial Inc
|
137 | $10,743 | |
| 6 | HIG |
Hartford Insurance Group, Inc.
|
24 | $3,180 | |
| 7 | PLGO |
Pelagos Insurance Capital Ltd
This page
|
46 | $1,120 | |
| 8 | XZO |
Exzeo Group, Inc.
|
5 | $84 |
All Filings in PLGO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,120 | 46 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $879 | 46 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,115 | 57 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $780 | 43 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $845 | 51 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $599 | 37 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||