SCHEDULE: Pine Brook Entities Report 7% Stake in Pelagos Insurance

Pine Brook Road Advisors, L.P. and affiliated entities report beneficial ownership of approximately 7% of Pelagos Insurance Capital Ltd's common shares as of June 30, 2026.

Summary

• This filing is an amendment to a Schedule 13G, reporting beneficial ownership of Pelagos Insurance Capital Ltd's common shares.
• The reporting persons, including Pine Brook Road Advisors, L.P., Pine Brook Feal Intermediate, L.P., PBRA (Cayman) Company, PBRA, LLC, and Howard H. Newman, collectively hold 5,769,921 common shares.
• This represents approximately 7% of the total outstanding common shares of Pelagos Insurance Capital Ltd as of June 30, 2026.
• The reporting persons have entered into a joint filing agreement to file this statement together.
• Each reporting person has shared voting power and shared power to dispose of the shares, with no sole voting or dispositive power.

Sentiment

Score: 3

Explanation: StockSavvy.ai views this as a neutral filing, primarily reporting on beneficial ownership changes rather than operational or financial performance.

Positives

• Clear disclosure of beneficial ownership, providing transparency to the market.
• The reporting persons have established a joint filing agreement, indicating coordinated action and clear reporting structure.

Negatives

• The filing does not provide any operational or financial performance data for Pelagos Insurance Capital Ltd.
• The nature of the investment (e.g., passive vs. active) is not detailed beyond the ownership percentage.

Risks

• Potential for future changes in beneficial ownership that could impact the company's stock price.
• The concentration of ownership among a few entities could lead to coordinated actions that may not align with other shareholders' interests.

Future Outlook

No forward-looking statements or guidance are provided in this filing, as it solely concerns beneficial ownership reporting.

Management Comments

• Each reporting person is responsible for the timely filing of amendments and for the completeness and accuracy of the information concerning him or it, but shall not be responsible for the completeness and accuracy of the information concerning the others, except to the extent that he or it knows or has reason to believe that such information is inaccurate.

Industry Context

StockSavvy.ai notes that Schedule 13G filings are common for institutional investors and investment firms acquiring a significant stake in a public company. This filing indicates a notable ownership position by Pine Brook entities in Pelagos Insurance Capital Ltd, which could signal strategic interest or a passive investment.

Stakeholder Impact

• Shareholders: Increased transparency regarding significant ownership stakes, potentially influencing market perception and trading activity.
• Management: Awareness of a substantial shareholder group, which may necessitate engagement or consideration in strategic decisions.

Next Steps

• The reporting persons will file amendments to this Schedule 13G if any material changes in their beneficial ownership occur.

Key Dates

Keywords

Schedule 13G, Beneficial Ownership, Pelagos Insurance Capital Ltd, Pine Brook Road Advisors, Common Shares, Investment Management, SEC Filing, Ownership Stake