Brown Advisory
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Brown Advisory’s Palomar PLMR Stock Holding History

Brown Advisory’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
Q1 		– Sell
-3,705
Closed -$391K – 1394
2024
Q4 		$391K Buy
+3,705
New +$376K ﹤0.01% 1086
2021
Q2 		– Sell
-75,416
Closed -$5.06M – 1119
2021
Q1 		$5.06M Buy
+75,416
New +$6.77M 0.01% 461

Other funds holding PLMR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Brown Advisory's PLMR Position: Q1 2025 in Review

Brown Advisory sold out of Palomar (PLMR) in Q1 2025, closing a stake of 3,705 shares — an estimated $391K sold.

Brown Advisory first reported a position in PLMR in Q1 2021 and held it in 2 quarters. The position peaked at $5.06M in Q1 2021. 336 funds tracked by Wall St. Rank hold PLMR as of Q1 2025.

  • Brown Advisory reported no remaining Palomar position as of Q1 2025 after selling out during the quarter.
  • Brown Advisory sold 3,705 Palomar shares in Q1 2025, an estimated $391K.
  • Brown Advisory first reported a position in Palomar in Q1 2021 and held it in 2 quarters.
  • Brown Advisory's Palomar position peaked at $5.06M in Q1 2021.
  • 336 funds tracked by Wall St. Rank held Palomar as of Q1 2025.

Based on Brown Advisory's 13F filing for Q1 2025, filed 30 Apr 2025.