CAPTRUST Financial Advisors
PLMR icon

CAPTRUST Financial Advisors’s Palomar PLMR Stock Holding History

CAPTRUST Financial 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
Q1 		$1.1M Buy
9,175
+534
+6% +$66.6K ﹤0.01% 1565
2025
Q4 		$1.16M Buy
8,641
+1,065
+14% +$130K ﹤0.01% 1407
2025
Q3 		$884K Buy
7,576
+676
+10% +$85.7K ﹤0.01% 1498
2025
Q2 		$1.06M Buy
6,900
+390
+6% +$60.4K ﹤0.01% 1317
2025
Q1 		$892K Sell
6,510
-995
-13% -$118K ﹤0.01% 1340
2024
Q4 		$792K Buy
7,505
+2,024
+37% +$205K ﹤0.01% 1364
2024
Q3 		$519K Sell
5,481
-331
-6% -$30.5K ﹤0.01% 1555
2024
Q2 		$472K Sell
5,812
-6,488
-53% -$529K ﹤0.01% 1532
2024
Q1 		$1.03M Sell
12,300
-36,510
-75% -$2.5M ﹤0.01% 1109
2023
Q4 		$2.71M Sell
48,810
-5,359
-10% -$300K 0.01% 780
2023
Q3 		$2.75M Buy
54,169
+36,907
+214% +$2.02M 0.01% 734
2023
Q2 		$1M Buy
+17,262
New +$923K ﹤0.01% 1206
2022
Q3 		– Sell
-71
Closed -$5K – 3496
2022
Q2 		$5K Buy
71
+4
+6% +$241 ﹤0.01% 4108
2022
Q1 		$4K Buy
67
+27
+68% +$1.53K ﹤0.01% 4265
2021
Q4 		$3K Sell
40
-98
-71% -$7.62K ﹤0.01% 4300
2021
Q3 		$11K Buy
138
+5
+4% +$413 ﹤0.01% 3555
2021
Q2 		$10K Buy
133
+6
+5% +$433 ﹤0.01% 3549
2021
Q1 		$9K Buy
127
+87
+218% +$7.81K ﹤0.01% 3494
2020
Q4 		$4K Buy
+40
New +$3.37K ﹤0.01% 2930

Other funds holding PLMR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 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
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