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Brinker Capital Investments’s Palomar PLMR Stock Holding History

Brinker Capital Investments’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
Q4 		– Sell
-7,115
Closed -$831K – 2170
2025
Q3 		$831K Sell
7,115
-2,711
-28% -$344K 0.01% 1313
2025
Q2 		$1.52M Buy
9,826
+3,500
+55% +$542K 0.01% 942
2025
Q1 		$867K Buy
6,326
+3,997
+172% +$474K 0.01% 1159
2024
Q4 		$246K Buy
+2,329
New +$236K ﹤0.01% 1653

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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Brinker Capital Investments's PLMR Position: Q4 2025 in Review

Brinker Capital Investments sold out of Palomar (PLMR) in Q4 2025, closing a stake of 7,115 shares — an estimated $831K sold.

Brinker Capital Investments first reported a position in PLMR in Q4 2024 and held it in 4 quarters. The position peaked at $1.52M in Q2 2025. 340 funds tracked by Wall St. Rank hold PLMR as of Q4 2025.

  • Brinker Capital Investments reported no remaining Palomar position as of Q4 2025 after selling out during the quarter.
  • Brinker Capital Investments sold 7,115 Palomar shares in Q4 2025, an estimated $831K.
  • Brinker Capital Investments first reported a position in Palomar in Q4 2024 and held it in 4 quarters.
  • Brinker Capital Investments's Palomar position peaked at $1.52M in Q2 2025.
  • 340 funds tracked by Wall St. Rank held Palomar as of Q4 2025.

Based on Brinker Capital Investments's 13F filing for Q4 2025, filed 12 Feb 2026.