AAS
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Avantax Advisory Services’s Palomar PLMR Stock Holding History

Avantax Advisory Services’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
Q2 		$816K Sell
5,288
-28
-0.5% -$4.33K ﹤0.01% 1290
2025
Q1 		$729K Sell
5,316
-521
-9% -$61.7K ﹤0.01% 1269
2024
Q4 		$616K Buy
5,837
+145
+3% +$14.7K ﹤0.01% 1321
2024
Q3 		$539K Buy
5,692
+1,787
+46% +$165K ﹤0.01% 1361
2024
Q2 		$317K Buy
+3,905
New +$318K ﹤0.01% 1659

Other funds holding PLMR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Avantax Advisory Services's PLMR Position: Q2 2025 in Review

Avantax Advisory Services reduced its Palomar (PLMR) stake by 0.53% in Q2 2025, selling an estimated $4.33K and leaving 5,288 shares worth $816K. The position accounts for ﹤0.01% of the portfolio, ranked #1290.

Avantax Advisory Services first reported a position in PLMR in Q2 2024 and has held it in 5 quarters since. 385 funds tracked by Wall St. Rank hold PLMR as of Q2 2025.

  • Avantax Advisory Services held 5,288 shares of Palomar worth $816K as of Q2 2025.
  • Avantax Advisory Services sold 28 Palomar shares in Q2 2025, an estimated $4.33K.
  • Palomar made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1290 holding.
  • Avantax Advisory Services first reported a position in Palomar in Q2 2024 and has held it in 5 quarters since.
  • 385 funds tracked by Wall St. Rank held Palomar as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.