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Advisors Asset Management’s Palomar PLMR Stock Holding History

Advisors Asset Management’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
Q2 		$255K Sell
2,015
-10,311
-84% -$1.21M ﹤0.01% 1109
2026
Q1 		$1.47M Sell
12,326
-143
-1% -$17.8K 0.02% 688
2025
Q4 		$1.68M Buy
12,469
+497
+4% +$60.7K 0.03% 650
2025
Q3 		$1.4M Buy
11,972
+342
+3% +$43.4K 0.02% 697
2025
Q2 		$1.79M Buy
11,630
+3,401
+41% +$527K 0.03% 600
2025
Q1 		$1.13M Buy
8,229
+7,378
+867% +$874K 0.02% 716
2024
Q4 		$89.9K Sell
851
-21
-2% -$2.13K ﹤0.01% 1242
2024
Q3 		$82.6K Hold
872
– – ﹤0.01% 1246
2024
Q2 		$70.8K Buy
872
+137
+19% +$11.2K ﹤0.01% 1245
2024
Q1 		$61.6K Buy
735
+425
+137% +$29.1K ﹤0.01% 1264
2023
Q4 		$17.2K Sell
310
-11,461
-97% -$641K ﹤0.01% 1364
2023
Q3 		$597K Sell
11,771
-26
-0.2% -$1.42K 0.01% 852
2023
Q2 		$685K Hold
11,797
– – 0.01% 858
2023
Q1 		$651K Sell
11,797
-168
-1% -$9.01K 0.01% 875
2022
Q4 		$540K Buy
11,965
+2,715
+29% +$185K 0.01% 909
2022
Q3 		$774K Buy
+9,250
New +$679K 0.02% 812

Other funds holding PLMR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return

Advisors Asset Management's PLMR Position: Q2 2026 in Review

Advisors Asset Management reduced its Palomar (PLMR) stake by 84% in Q2 2026, selling an estimated $1.21M and leaving 2,015 shares worth $255K. The position accounts for ﹤0.01% of the portfolio, ranked #1109.

Advisors Asset Management first reported a position in PLMR in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.79M in Q2 2025. 342 funds tracked by Wall St. Rank hold PLMR as of Q2 2026.

  • Advisors Asset Management held 2,015 shares of Palomar worth $255K as of Q2 2026.
  • Advisors Asset Management sold 10,311 Palomar shares in Q2 2026, an estimated $1.21M.
  • Palomar made up ﹤0.01% of Advisors Asset Management's portfolio in Q2 2026, its #1109 holding.
  • Advisors Asset Management first reported a position in Palomar in Q3 2022 and has held it in 16 quarters since.
  • Advisors Asset Management's Palomar position peaked at $1.79M in Q2 2025.
  • 342 funds tracked by Wall St. Rank held Palomar as of Q2 2026.

Based on Advisors Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.