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Atria Investments’s Palomar PLMR Stock Holding History

Atria Investments’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 		$376K Sell
2,978
-172
-5% -$20.2K ﹤0.01% 1693
2026
Q1 		$376K Sell
3,150
-265
-8% -$33.1K ﹤0.01% 1613
2025
Q4 		$460K Buy
3,415
+716
+27% +$87.4K 0.01% 1501
2025
Q3 		$315K Sell
2,699
-543
-17% -$68.8K ﹤0.01% 1692
2025
Q2 		$500K Buy
3,242
+600
+23% +$92.9K 0.01% 1415
2025
Q1 		$362K Sell
2,642
-228
-8% -$27K ﹤0.01% 1514
2024
Q4 		$303K Buy
2,870
+11
+0.4% +$1.12K ﹤0.01% 1591
2024
Q3 		$271K Sell
2,859
-83
-3% -$7.65K ﹤0.01% 1664
2024
Q2 		$239K Buy
+2,942
New +$240K ﹤0.01% 1722

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

Atria Investments's PLMR Position: Q2 2026 in Review

Atria Investments reduced its Palomar (PLMR) stake by 5.5% in Q2 2026, selling an estimated $20.2K and leaving 2,978 shares worth $376K. The position accounts for ﹤0.01% of the portfolio, ranked #1693.

Atria Investments first reported a position in PLMR in Q2 2024 and has held it in 9 quarters since. The position peaked at $500K in Q2 2025. 341 funds tracked by Wall St. Rank hold PLMR as of Q2 2026.

  • Atria Investments held 2,978 shares of Palomar worth $376K as of Q2 2026.
  • Atria Investments sold 172 Palomar shares in Q2 2026, an estimated $20.2K.
  • Palomar made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1693 holding.
  • Atria Investments first reported a position in Palomar in Q2 2024 and has held it in 9 quarters since.
  • Atria Investments's Palomar position peaked at $500K in Q2 2025.
  • 341 funds tracked by Wall St. Rank held Palomar as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.