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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
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% 717
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% 1363
2023
Q3 		$597K Sell
11,771
-26
-0.2% -$1.42K 0.01% 851
2023
Q2 		$685K Hold
11,797
– – 0.01% 858
2023
Q1 		$651K Sell
11,797
-168
-1% -$9.01K 0.01% 874
2022
Q4 		$540K Buy
11,965
+2,715
+29% +$185K 0.01% 908
2022
Q3 		$774K Buy
+9,250
New +$679K 0.02% 808

Other funds holding PLMR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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 $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Advisors Asset Management's PLMR Position: Q1 2026 in Review

Advisors Asset Management reduced its Palomar (PLMR) stake by 1.1% in Q1 2026, selling an estimated $17.8K and leaving 12,326 shares worth $1.47M. The position accounts for 0.02% of the portfolio, ranked #688.

Advisors Asset Management first reported a position in PLMR in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.79M in Q2 2025. 342 funds tracked by Wall St. Rank hold PLMR as of Q1 2026.

  • Advisors Asset Management held 12,326 shares of Palomar worth $1.47M as of Q1 2026.
  • Advisors Asset Management sold 143 Palomar shares in Q1 2026, an estimated $17.8K.
  • Palomar made up 0.02% of Advisors Asset Management's portfolio in Q1 2026, its #688 holding.
  • Advisors Asset Management first reported a position in Palomar in Q3 2022 and has held it in 15 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 Q1 2026.

Based on Advisors Asset Management's 13F filing for Q1 2026, filed 15 May 2026.