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Beacon Pointe Advisors’s Palomar PLMR Stock Holding History

Beacon Pointe 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
2026
Q2 		$307K Buy
2,427
+386
+19% +$45.4K ﹤0.01% 1595
2026
Q1 		$244K Buy
+2,041
New +$255K ﹤0.01% 1644

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

Beacon Pointe Advisors's PLMR Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Palomar (PLMR) stake by 19% in Q2 2026, buying an estimated $45.4K and bringing the position to 2,427 shares worth $307K. The position accounts for ﹤0.01% of the portfolio, ranked #1595.

Beacon Pointe Advisors first reported a position in PLMR in Q1 2026 and has held it in 2 quarters since. 343 funds tracked by Wall St. Rank hold PLMR as of Q2 2026.

  • Beacon Pointe Advisors held 2,427 shares of Palomar worth $307K as of Q2 2026.
  • Beacon Pointe Advisors bought 386 Palomar shares in Q2 2026, an estimated $45.4K.
  • Palomar made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1595 holding.
  • Beacon Pointe Advisors first reported a position in Palomar in Q1 2026 and has held it in 2 quarters since.
  • 343 funds tracked by Wall St. Rank held Palomar as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.