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Bartlett & Co Wealth Management’s Palomar PLMR Stock Holding History

Bartlett & Co 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
2026
Q2 		$180K Buy
+1,423
New +$168K ﹤0.01% 506
2021
Q1 		– Sell
-10
Closed -$888 – 1170
2020
Q4 		$888 Buy
+10
New +$841 ﹤0.01% 1068

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

Bartlett & Co Wealth Management's PLMR Position: Q2 2026 in Review

Bartlett & Co Wealth Management opened a new position in Palomar (PLMR) in Q2 2026: 1,423 shares worth $180K. The stake represents ﹤0.01% of the portfolio and ranks #506 among its holdings. This is a return to the name: Bartlett & Co Wealth Management previously reported a position in PLMR as recently as Q4 2020.

Bartlett & Co Wealth Management first reported a position in PLMR in Q4 2020 and has held it in 2 quarters since. 343 funds tracked by Wall St. Rank hold PLMR as of Q2 2026.

  • Bartlett & Co Wealth Management held 1,423 shares of Palomar worth $180K as of Q2 2026.
  • Palomar was a new Bartlett & Co Wealth Management position in Q2 2026.
  • Palomar made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #506 holding.
  • Bartlett & Co Wealth Management first reported a position in Palomar in Q4 2020 and has held it in 2 quarters since.
  • 343 funds tracked by Wall St. Rank held Palomar as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.