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Pine Brook Road Advisors and affiliated entities report beneficial ownership of Pelagos Insurance Capital Ltd Common Shares on a Schedule 13G/A. As of June 30, 2026, the group may be deemed to beneficially own 5,769,921 Common Shares, representing approximately 7% of Pelagos’s outstanding Common Shares. These shares are held for the account of Pine Brook Feal Intermediate, L.P., with PBRA (Cayman) Company and PBRA, LLC serving as general partners to PBFI and Advisors, respectively, and Howard H. Newman as managing member of PBRA, LLC. The Reporting Persons have shared voting and dispositive power over all 5,769,921 shares and no sole voting or dispositive power.
Pelagos Insurance Capital Limited reported a return to strong profitability for the six months ended June 30, 2026. Net income was $152.4 million, or $1.71 per diluted share, compared with a loss in the prior-year period. Gross premiums written grew to $3.14 billion, up 6.6% year over year.
The underwriting result improved markedly: the combined ratio fell to 93.1% from 110.1%, driven by lower catastrophe and large losses, favorable prior-year reserve development of $35.8 million, and a much stronger Reinsurance segment loss ratio. Annualized Operating ROAE rose to 10.1% from negative 2.6%.
Book value per diluted common share reached $26.56 at June 30, 2026, a 9.1% increase including dividends since December 31, 2025. Capital management was active, with $305.3 million returned to common shareholders in the first half through share repurchases and dividends, while total assets increased to $13.99 billion.
Pelagos Insurance Capital Ltd received an updated ownership report from investor Leon G. Cooperman. As of August 4, 2026, he may be deemed the beneficial owner of 8,563,582 Common Shares, representing 10.0% of the company’s outstanding Common Shares, based on 85,496,757 shares outstanding as of March 31, 2026. The position includes shares held through Omega Capital Partners, L.P., several individual retirement accounts for Cooperman and family members, and a UTMA account, over which he has sole voting and dispositive power.
Pelagos Insurance Capital Ltd has an updated ownership report showing that investor Leon G. Cooperman may be deemed the beneficial owner of 8,511,411 Common Shares as of June 30, 2026. This position represents 9.9% of the outstanding Common Shares, based on 85,496,757 shares outstanding as of March 31, 2026.
The holding consists of shares held through multiple Cooperman-related accounts, including a family limited partnership, individual retirement accounts, and a UTMA account. All 8,511,411 shares are reported as having sole voting and dispositive power, with no shared voting or dispositive authority.
Pelagos Insurance Capital Ltd has a significant shareholder, SPFM Holdings, LLC, whose ultimate parent is The Travelers Companies, Inc. The filing reports that SPFM and Travelers beneficially own 5,808,231 common shares of Pelagos Insurance Capital Ltd, representing 7.02% of the outstanding common shares.
SPFM and Travelers report sole voting power and sole dispositive power over all 5,808,231 shares, with no shared voting or dispositive power. Both entities are U.S.-organized (SPFM in Delaware and Travelers in Minnesota), and the ownership is certified by a corporate secretary of Travelers.
Pelagos Insurance Capital Limited announced that its Board of Directors has approved and declared a quarterly dividend of $0.15 per common share. The dividend is payable on September 25, 2026 to common shareholders of record as of September 14, 2026.
The company describes itself as an expert capital allocator and risk selector in specialty insurance and reinsurance, operating through a diversified portfolio and network of specialist underwriting partners. It also notes that statements about dividend timing, capital returns and strategy are forward-looking and subject to risks outlined in its Annual Report on Form 20-F for the year ended December 31, 2025.
Pelagos Insurance Capital Limited reports that director Charles Mathias has notified the Board of his intention to resign as a director and as a member of the Board’s Risk Committee and Investment Committee, effective August 2, 2026.
Mathias was nominated by TFP Intermediate Holdings II Limited, known as The Fidelis Partnership, under its nomination right in Bye-Law 54.3(a)(iv). Under Bye-Law 54.3(c), The Fidelis Partnership is entitled to designate a successor to serve the remainder of his term. The report is incorporated by reference into Pelagos Insurance’s existing Form S-8 and Form F-3 registration statements in the United States.
Pelagos Insurance Capital Ltd reported that Group Managing Director Jonathan Strickle had 2,881 Common Shares withheld on tax-withholding disposition at $21.58 per share. These shares were retained by the company to cover his tax obligation from the vesting of previously granted Restricted Stock Units. Following this routine, non-market transaction, he directly holds 137,305 Common Shares, including 116,906 RSUs subject to time-based vesting, each RSU representing a right to receive one common share upon vesting.