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Atwood & Palmer’s Palomar PLMR Stock Holding History

Atwood & Palmer’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
Q3 		$18.5K Hold
150
– – ﹤0.01% 346
2026
Q2 		$19K Hold
150
– – ﹤0.01% 331
2026
Q1 		$17.9K Hold
150
– – ﹤0.01% 335
2025
Q4 		$20.2K Sell
150
-100
-40% -$12.2K ﹤0.01% 322
2025
Q3 		$29.2K Sell
250
-100
-29% -$12.7K ﹤0.01% 293
2025
Q2 		$54K Hold
350
– – ﹤0.01% 236
2025
Q1 		$48K Hold
350
– – ﹤0.01% 225
2024
Q4 		$37K Hold
350
– – ﹤0.01% 240
2024
Q3 		$33.1K Sell
350
-250
-42% -$23K ﹤0.01% 255
2024
Q2 		$48.7K Sell
600
-150
-20% -$12.2K ﹤0.01% 228
2024
Q1 		$62.9K Buy
750
+300
+67% +$20.6K ﹤0.01% 206
2023
Q4 		$25K Hold
450
– – ﹤0.01% 269
2023
Q3 		$22.8K Hold
450
– – ﹤0.01% 263
2023
Q2 		$26.1K Hold
450
– – ﹤0.01% 256
2023
Q1 		$24.8K Hold
450
– – ﹤0.01% 250
2022
Q4 		$20.3K Hold
450
– – ﹤0.01% 281
2022
Q3 		$38K Sell
450
-200
-31% -$14.7K ﹤0.01% 213
2022
Q2 		$42K Buy
650
+300
+86% +$18.1K ﹤0.01% 222
2022
Q1 		$22K Hold
350
– – ﹤0.01% 307
2021
Q4 		$23K Hold
350
– – ﹤0.01% 306
2021
Q3 		$28K Hold
350
– – ﹤0.01% 275
2021
Q2 		$26K Sell
350
-150
-30% -$10.8K ﹤0.01% 272
2021
Q1 		$34K Sell
500
-200
-29% -$17.9K ﹤0.01% 245
2020
Q4 		$62K Buy
700
+200
+40% +$16.8K 0.01% 198
2020
Q3 		$52K Hold
500
– – 0.01% 190
2020
Q2 		$43K Sell
500
-500
-50% -$33.2K 0.01% 198
2020
Q1 		$58K Hold
1,000
– – 0.01% 170
2019
Q4 		$50K Hold
1,000
– – 0.01% 182
2019
Q3 		$39K Buy
+1,000
New +$31.2K 0.01% 201

Other funds holding PLMR

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Atwood & Palmer's PLMR Position: Q3 2026 in Review

Atwood & Palmer held its Palomar (PLMR) position steady in Q3 2026 at 150 shares worth $18.5K. The position accounts for ﹤0.01% of the portfolio, ranked #346.

Atwood & Palmer first reported a position in PLMR in Q3 2019 and has held it in 29 quarters since. The position peaked at $62.9K in Q1 2024. 11 funds tracked by Wall St. Rank hold PLMR as of Q3 2026.

  • Atwood & Palmer held 150 shares of Palomar worth $18.5K as of Q3 2026.
  • Atwood & Palmer left its Palomar share count unchanged in Q3 2026.
  • Palomar made up ﹤0.01% of Atwood & Palmer's portfolio in Q3 2026, its #346 holding.
  • Atwood & Palmer first reported a position in Palomar in Q3 2019 and has held it in 29 quarters since.
  • Atwood & Palmer's Palomar position peaked at $62.9K in Q1 2024.
  • 11 funds tracked by Wall St. Rank held Palomar as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.