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Beacon Harbor Wealth Advisors’s Palomar PLMR Stock Holding History

Beacon Harbor Wealth Advisors’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
-43,730
Closed -$6.75M – 86
2025
Q2 		$6.75M Sell
43,730
-6,920
-14% -$1.07M 1.68% 25
2025
Q1 		$6.94M Buy
+50,650
New +$6M 1.61% 25

Other funds holding PLMR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 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 $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Beacon Harbor Wealth Advisors's PLMR Position: Q3 2025 in Review

Beacon Harbor Wealth Advisors sold out of Palomar (PLMR) in Q3 2025, closing a stake of 43,730 shares — an estimated $6.75M sold.

Beacon Harbor Wealth Advisors first reported a position in PLMR in Q1 2025 and held it in 2 quarters. The position peaked at $6.94M in Q1 2025. 351 funds tracked by Wall St. Rank hold PLMR as of Q3 2025.

  • Beacon Harbor Wealth Advisors reported no remaining Palomar position as of Q3 2025 after selling out during the quarter.
  • Beacon Harbor Wealth Advisors sold 43,730 Palomar shares in Q3 2025, an estimated $6.75M.
  • Beacon Harbor Wealth Advisors first reported a position in Palomar in Q1 2025 and held it in 2 quarters.
  • Beacon Harbor Wealth Advisors's Palomar position peaked at $6.94M in Q1 2025.
  • 351 funds tracked by Wall St. Rank held Palomar as of Q3 2025.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.