AssetMark Inc
PLMR icon

AssetMark Inc’s Palomar PLMR Stock Holding History

AssetMark Inc’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 		$3.16K Sell
25
-107
-81% -$12.6K ﹤0.01% 2842
2026
Q1 		$15.8K Buy
132
+78
+144% +$9.73K ﹤0.01% 2143
2025
Q4 		$7.28K Buy
54
+15
+38% +$1.83K ﹤0.01% 2341
2025
Q3 		$4.55K Sell
39
-9
-19% -$1.14K ﹤0.01% 2378
2025
Q2 		$7.4K Buy
48
+33
+220% +$5.11K ﹤0.01% 2032
2025
Q1 		$2.06K Buy
15
+8
+114% +$948 ﹤0.01% 2169
2024
Q4 		$739 Buy
+7
New +$710 ﹤0.01% 2309

Other funds holding PLMR

SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return

AssetMark Inc's PLMR Position: Q2 2026 in Review

AssetMark Inc reduced its Palomar (PLMR) stake by 81% in Q2 2026, selling an estimated $12.6K and leaving 25 shares worth $3.16K. The position accounts for ﹤0.01% of the portfolio, ranked #2842.

AssetMark Inc first reported a position in PLMR in Q4 2024 and has held it in 7 quarters since. The position peaked at $15.8K in Q1 2026. 118 funds tracked by Wall St. Rank hold PLMR as of Q2 2026.

  • AssetMark Inc held 25 shares of Palomar worth $3.16K as of Q2 2026.
  • AssetMark Inc sold 107 Palomar shares in Q2 2026, an estimated $12.6K.
  • Palomar made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2842 holding.
  • AssetMark Inc first reported a position in Palomar in Q4 2024 and has held it in 7 quarters since.
  • AssetMark Inc's Palomar position peaked at $15.8K in Q1 2026.
  • 118 funds tracked by Wall St. Rank held Palomar as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.