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Arete Wealth Advisors’s Palomar PLMR Stock Holding History

Arete Wealth Advisors’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
2025
Q4 		– Sell
-2,297
Closed -$268K – 655
2025
Q3 		$268K Buy
2,297
+68
+3% +$8.62K 0.02% 641
2025
Q2 		$344K Buy
+2,229
New +$345K 0.02% 517

Other funds holding PLMR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Arete Wealth Advisors's PLMR Position: Q4 2025 in Review

Arete Wealth Advisors sold out of Palomar (PLMR) in Q4 2025, closing a stake of 2,297 shares — an estimated $268K sold.

Arete Wealth Advisors first reported a position in PLMR in Q2 2025 and held it in 2 quarters. The position peaked at $344K in Q2 2025. 340 funds tracked by Wall St. Rank hold PLMR as of Q4 2025.

  • Arete Wealth Advisors reported no remaining Palomar position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 2,297 Palomar shares in Q4 2025, an estimated $268K.
  • Arete Wealth Advisors first reported a position in Palomar in Q2 2025 and held it in 2 quarters.
  • Arete Wealth Advisors's Palomar position peaked at $344K in Q2 2025.
  • 340 funds tracked by Wall St. Rank held Palomar as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.