Advisory Services Network’s Palomar PLMR Stock Holding History

Advisory Services Network’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	$57.2K	Buy	+479	New	+$59.8K	﹤0.01%	2546
2025 Q4	–	Sell	-492	Closed	-$57.4K	–	3602
2025 Q3	$57.4K	Buy	+492	New	+$62.4K	﹤0.01%	2390
2021 Q2	–	Sell	-7,720	Closed	-$518K	–	3639
2021 Q1	$518K	Buy	+7,720	New	+$693K	0.02%	818
2020 Q4	–	Sell	-200	Closed	-$21K	–	3606
2020 Q3	$21K	Buy	+200	New	+$19.6K	﹤0.01%	2063

Other funds holding PLMR

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Advisory Services Network's PLMR Position: Q1 2026 in Review

Advisory Services Network opened a new position in Palomar (PLMR) in Q1 2026: 479 shares worth $57.2K. The stake represents ﹤0.01% of the portfolio and ranks #2546 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in PLMR as recently as Q3 2025.

Advisory Services Network first reported a position in PLMR in Q3 2020 and has held it in 4 quarters since. The position peaked at $518K in Q1 2021. 342 funds tracked by Wall St. Rank hold PLMR as of Q1 2026.

Advisory Services Network held 479 shares of Palomar worth $57.2K as of Q1 2026.
Palomar was a new Advisory Services Network position in Q1 2026.
Palomar made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #2546 holding.
Advisory Services Network first reported a position in Palomar in Q3 2020 and has held it in 4 quarters since.
Advisory Services Network's Palomar position peaked at $518K in Q1 2021.
342 funds tracked by Wall St. Rank held Palomar as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.