Capstone Investment Advisors
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Capstone Investment Advisors’s Palomar PLMR Stock Holding History

Capstone Investment 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
Q4 		– Sell
-7,651
Closed -$893K – 1951
2025
Q3 		$893K Buy
+7,651
New +$970K ﹤0.01% 1077

Other funds holding PLMR

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 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 $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capstone Investment Advisors's PLMR Position: Q4 2025 in Review

Capstone Investment Advisors sold out of Palomar (PLMR) in Q4 2025, closing a stake of 7,651 shares — an estimated $893K sold.

Capstone Investment Advisors first reported a position in PLMR in Q3 2025 and held it in 1 quarter. The position peaked at $893K in Q3 2025. 339 funds tracked by Wall St. Rank hold PLMR as of Q4 2025.

  • Capstone Investment Advisors reported no remaining Palomar position as of Q4 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 7,651 Palomar shares in Q4 2025, an estimated $893K.
  • Capstone Investment Advisors first reported a position in Palomar in Q3 2025 and held it in 1 quarter.
  • Capstone Investment Advisors's Palomar position peaked at $893K in Q3 2025.
  • 339 funds tracked by Wall St. Rank held Palomar as of Q4 2025.

Based on Capstone Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.