Fidelis Insurance Hldgs L (PLGO)

CUSIP: G3398L118 | 324 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Beneficial Ownership — 13D / 13G

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

Holder	Shares	% of Class	Change	Event Date	vs 13F
13G/A Cooperman Leon G	8,563,582	10.0%	+52,171	Aug 4, 2026	35d ahead of 13F (8,511,411 sh) · +52,171
13G/ASpfm Holdings, LLC	5,808,231	7.0%

Institutional Holders — Q3 2026

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Dimensional Fund Advisors LP3,560,104

0.0% of portfolio$84.2M

Creative Planning411,000

0.0% of portfolio$9.7M

Bank of New York Mellon Corp144,882

0.0% of portfolio$3.4M

Principal Financial Group Inc138,827

0.0% of portfolio$3.3M

Citigroup Inc113,649

0.0% of portfolio$2.7M

Kendall Capital Management96,530

0.4% of portfolio$2.3M

Knights of Columbus Asset Advisors LLC74,197

0.1% of portfolio$1.8M

Point Nemo Capital, LLC71,600

0.8% of portfolio$1.7M

Wedge Capital Management L L P58,282

0.0% of portfolio$1.4M

Citizens Financial Group Inc40,784

0.0% of portfolio$964.9K

Achmea Investment Management B.V.32,300

0.0% of portfolio$764.8K

Y-Intercept (Hong Kong) Ltd25,706

0.0% of portfolio$608.2K

SEB Asset Management AB25,585

0.0% of portfolio$605.3K

CenterBook Partners LP19,504

0.0% of portfolio$461.5K

Wealth Enhancement Advisory Services, LLC15,489

0.0% of portfolio$378.7K

Sterling Capital Management LLC14,315

0.0% of portfolio$338.7K

Quadrant Capital Group LLC13,351

0.0% of portfolio$329.2K

Lynx Capital Group LTD10,000

0.1% of portfolio$236.6K

State of Wyoming5,647

0.0% of portfolio$133.6K

Larson Financial Group LLC3,356

0.0% of portfolio$79.4K

State of Alaska, Department of Revenue3,261

0.0% of portfolio$77

Signaturefd, LLC3,191

0.0% of portfolio$75.5K

Mirae Asset Global Investments Co., Ltd.2,793

0.0% of portfolio$66.1K

Parallel Advisors, LLC2,002

0.0% of portfolio$47.4K

Farther Finance Advisors, LLC1,837

0.0% of portfolio$43.5K

IFP Advisors, Inc890

0.0% of portfolio$21.1K

Nisa Investment Advisors, LLC491

0.0% of portfolio$11.6K

EverSource Wealth Advisors, LLC472

0.0% of portfolio$11.2K

Essential Partners LLC358

0.0% of portfolio$8.5K

Versant Capital Management, Inc290

0.0% of portfolio$6.9K

Gamma Investing LLC222

0.0% of portfolio$5.3K

Provenance Wealth Advisors, LLC213

0.0% of portfolio$5.0K

Root Financial Partners, LLC158

0.0% of portfolio$3.7K

Physician Wealth Advisors, Inc.143

0.0% of portfolio$3.4K

Covestor Ltd109

0.0% of portfolio$3

Silver Grove Financial Group, Inc.68

0.0% of portfolio$1.6K

SJS Investment Consulting Inc.60

0.0% of portfolio$1.4K

Brown, Lisle Ings, Inc.47

0.0% of portfolio$1.1K

True Wealth Design, LLC46

0.0% of portfolio$1.1K

Ascentis Wealth Management, LLC42

0.0% of portfolio$993

Parkside Financial Bank & Trust30

0.0% of portfolio$710

Pinnacle Wealth Planning Services, Inc.26

0.0% of portfolio$615

Fortitude Family Office, LLC20

0.0% of portfolio$473

MassMutual Private Wealth & Trust, FSB12

0.0% of portfolio$284

CoreCap Advisors, LLC11

0.0% of portfolio$260

Caitong International Asset Management Co., Ltd3

0.0% of portfolio$71

Hughes Financial Services, LLC2

0.0% of portfolio$52

				Style	Turnover	Location	Filed
Dimensional Fund Advisors LP	3,560,104	$84.2M	0.0%	Index	Low	Austin, TX	2026-11-04
Creative Planning	411,000	$9.7M	0.0%	Index	Very Low	Overland Park, KS	2026-11-02
Bank of New York Mellon Corp	144,882	$3.4M	0.0%	Core	Low	New York, NY	2026-11-05
Principal Financial Group Inc	138,827	$3.3M	0.0%	Core	Low	Des Moines, IA	2026-11-02
Citigroup Inc	113,649	$2.7M	0.0%	Core	Medium	New York, NY	2026-11-04
Kendall Capital Management	96,530	$2.3M	0.4%	GARP	Low	Rockville, MD	2026-10-23
Knights of Columbus Asset Advisors LLC	74,197	$1.8M	0.1%	Core	Medium	New Haven, CT	2026-11-05
Point Nemo Capital, LLC	71,600	$1.7M	0.8%	GARP	Very High	Dripping Springs, TX	2026-11-03
Wedge Capital Management L L P	58,282	$1.4M	0.0%	Value	Medium	Charlotte, NC	2026-10-13
Citizens Financial Group Inc	40,784	$964.9K	0.0%	Growth	Low	Providence, RI	2026-10-23
Achmea Investment Management B.V.	32,300	$764.8K	0.0%	Core	Medium	Zeist, Philippines	2026-10-30
Y-Intercept (Hong Kong) Ltd	25,706	$608.2K	0.0%	Value	Very High	Hong Kong, South Korea	2026-10-16
SEB Asset Management AB	25,585	$605.3K	0.0%	Core	N/A	Stockholm, Sweden	2026-11-04
CenterBook Partners LP	19,504	$461.5K	0.0%	Value	Very High	Greenwich, CT	2026-11-02
Wealth Enhancement Advisory Services, LLC	15,489	$378.7K	0.0%	Core	Low	Plymouth, MN	2026-10-13
Sterling Capital Management LLC	14,315	$338.7K	0.0%	GARP	Medium	Charlotte, NC	2026-10-22
Quadrant Capital Group LLC	13,351	$329.2K	0.0%	Core	Low	Cincinnati, OH	2026-10-20
Lynx Capital Group LTD	10,000	$236.6K	0.1%	Value	Low	Beachwood, OH	2026-11-04
State of Wyoming	5,647	$133.6K	0.0%	Value	High	Cheyenne, WY	2026-10-28
Larson Financial Group LLC	3,356	$79.4K	0.0%	Growth	Low	St Louis, MO	2026-11-05
State of Alaska, Department of Revenue	3,261	$77	0.0%	Core	Very Low	Juneau, AK	2026-10-15
Signaturefd, LLC	3,191	$75.5K	0.0%	Index	Low	Atlanta, GA	2026-10-23
Mirae Asset Global Investments Co., Ltd.	2,793	$66.1K	0.0%	Growth	Low	Seoul, Malaysia	2026-11-03
Parallel Advisors, LLC	2,002	$47.4K	0.0%	Index	Low	San Francisco, CA	2026-11-03
Farther Finance Advisors, LLC	1,837	$43.5K	0.0%	Index	Low	San Francisco, CA	2026-10-08
IFP Advisors, Inc	890	$21.1K	0.0%	Growth	Low	Tampa, FL	2026-10-16
Nisa Investment Advisors, LLC	491	$11.6K	0.0%	Index	Very Low	St. Louis, MO	2026-10-20
EverSource Wealth Advisors, LLC	472	$11.2K	0.0%	Core	Medium	Birmingham, AL	2026-11-04
Essential Partners LLC	358	$8.5K	0.0%	Value	Medium	Rancho Santa Fe, CA	2026-10-14
Versant Capital Management, Inc	290	$6.9K	0.0%	GARP	Low	Phoenix, AZ	2026-10-02
Gamma Investing LLC	222	$5.3K	0.0%	Index	Very Low	Foster City, CA	2026-10-08
Provenance Wealth Advisors, LLC	213	$5.0K	0.0%	ETF	Low	Fort Lauderdale, FL	2026-10-30
Root Financial Partners, LLC	158	$3.7K	0.0%	ETF	Medium	Encinitas, CA	2026-10-21
Physician Wealth Advisors, Inc.	143	$3.4K	0.0%	ETF	Medium	Midvale, UT	2026-10-20
Covestor Ltd	109	$3	0.0%	Value	High	London, United Kingdom	2026-10-30
Silver Grove Financial Group, Inc.	68	$1.6K	0.0%	Core	Medium	Orchard Park, NY	2026-11-05
SJS Investment Consulting Inc.	60	$1.4K	0.0%	ETF	Very Low	Sylvania, OH	2026-10-26
Brown, Lisle Ings, Inc.	47	$1.1K	0.0%	Core	Very Low	Providence, RI	2026-10-16
True Wealth Design, LLC	46	$1.1K	0.0%	ETF	Medium	Akron, OH	2026-10-13
Ascentis Wealth Management, LLC	42	$993	0.0%	Agg Growth	Low	Dallas, TX	2026-11-03
Parkside Financial Bank & Trust	30	$710	0.0%	Core	Very Low	Saint Louis, MO	2026-10-27
Pinnacle Wealth Planning Services, Inc.	26	$615	0.0%	GARP	Low	Mansfield, OH	2026-10-27
Fortitude Family Office, LLC	20	$473	0.0%	ETF	Medium	Scottsdale, AZ	2026-10-14
MassMutual Private Wealth & Trust, FSB	12	$284	0.0%	Core	Low	Springfield, MA	2026-10-05
CoreCap Advisors, LLC	11	$260	0.0%	ETF	Medium	Southfield, MI	2026-10-08
Caitong International Asset Management Co., Ltd	3	$71	0.0%	Growth	Very High	Hong Kong, South Korea	2026-10-29
Hughes Financial Services, LLC	2	$52	0.0%	ETF	Low	Herndon, VA	2026-10-30