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Bogart Wealth LLC’s Palomar PLMR Stock Holding History

Bogart Wealth LLC’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 		$2.53K Hold
20
– – ﹤0.01% 1395
2026
Q1 		$2.39K Hold
20
– – ﹤0.01% 1232
2025
Q4 		$2.69K Hold
20
– – ﹤0.01% 1125
2025
Q3 		$2.33K Hold
20
– – ﹤0.01% 1129
2025
Q2 		$3.08K Hold
20
– – ﹤0.01% 1032
2025
Q1 		$2.74K Sell
20
-22
-52% -$2.61K ﹤0.01% 1018
2024
Q4 		$4.43K Buy
+42
New +$4.26K ﹤0.01% 911

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

Bogart Wealth LLC's PLMR Position: Q2 2026 in Review

Bogart Wealth LLC held its Palomar (PLMR) position steady in Q2 2026 at 20 shares worth $2.53K. The position accounts for ﹤0.01% of the portfolio, ranked #1395.

Bogart Wealth LLC first reported a position in PLMR in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.43K in Q4 2024. 341 funds tracked by Wall St. Rank hold PLMR as of Q2 2026.

  • Bogart Wealth LLC held 20 shares of Palomar worth $2.53K as of Q2 2026.
  • Bogart Wealth LLC left its Palomar share count unchanged in Q2 2026.
  • Palomar made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1395 holding.
  • Bogart Wealth LLC first reported a position in Palomar in Q4 2024 and has held it in 7 quarters since.
  • Bogart Wealth LLC's Palomar position peaked at $4.43K in Q4 2024.
  • 341 funds tracked by Wall St. Rank held Palomar as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.