CAPTRUST Financial Advisors
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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
Q2 		$1.25M Buy
9,922
+747
+8% +$87.9K ﹤0.01% 1616
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 $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

CAPTRUST Financial Advisors's PLMR Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Palomar (PLMR) stake by 8.1% in Q2 2026, buying an estimated $87.9K and bringing the position to 9,922 shares worth $1.25M. The position accounts for ﹤0.01% of the portfolio, ranked #1616.

CAPTRUST Financial Advisors first reported a position in PLMR in Q4 2020 and has held it in 20 quarters since. The position peaked at $2.75M in Q3 2023. 341 funds tracked by Wall St. Rank hold PLMR as of Q2 2026.

  • CAPTRUST Financial Advisors held 9,922 shares of Palomar worth $1.25M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 747 Palomar shares in Q2 2026, an estimated $87.9K.
  • Palomar made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1616 holding.
  • CAPTRUST Financial Advisors first reported a position in Palomar in Q4 2020 and has held it in 20 quarters since.
  • CAPTRUST Financial Advisors's Palomar position peaked at $2.75M in Q3 2023.
  • 341 funds tracked by Wall St. Rank held Palomar as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.