Superior Planning, LLC’s Palomar PLMR Stock Holding History

Superior Planning, LLC’s Portfolio PLMR Stock Details PLMR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$21.7K	Buy	+176	New	+$23.5K	0.01%	665

Other funds holding PLMR

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $30.6B AUM 42.55% 1-Year Est. Return

Stephens Investment Management Group Houston, Texas $9.29B AUM 41.16% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

Superior Planning, LLC's PLMR Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Palomar (PLMR) in Q3 2026: 176 shares worth $21.7K. The stake represents 0.01% of the portfolio and ranks #665 among its holdings.

246 funds tracked by Wall St. Rank hold PLMR as of Q3 2026.

Superior Planning, LLC held 176 shares of Palomar worth $21.7K as of Q3 2026.
Palomar was a new Superior Planning, LLC position in Q3 2026.
Palomar made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #665 holding.
246 funds tracked by Wall St. Rank held Palomar as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.