AWM
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Axxcess Wealth Management’s Palomar PLMR Stock Holding History

Axxcess Wealth Management’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
Q3 		– Sell
-8,430
Closed -$1.3M – 953
2025
Q2 		$1.3M Buy
+8,430
New +$1.31M 0.03% 368

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
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 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 $7.3B AUM 41.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Axxcess Wealth Management's PLMR Position: Q3 2025 in Review

Axxcess Wealth Management sold out of Palomar (PLMR) in Q3 2025, closing a stake of 8,430 shares — an estimated $1.3M sold.

Axxcess Wealth Management first reported a position in PLMR in Q2 2025 and held it in 1 quarter. The position peaked at $1.3M in Q2 2025. 351 funds tracked by Wall St. Rank hold PLMR as of Q3 2025.

  • Axxcess Wealth Management reported no remaining Palomar position as of Q3 2025 after selling out during the quarter.
  • Axxcess Wealth Management sold 8,430 Palomar shares in Q3 2025, an estimated $1.3M.
  • Axxcess Wealth Management first reported a position in Palomar in Q2 2025 and held it in 1 quarter.
  • Axxcess Wealth Management's Palomar position peaked at $1.3M in Q2 2025.
  • 351 funds tracked by Wall St. Rank held Palomar as of Q3 2025.

Based on Axxcess Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.