Citigroup
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Citigroup’s Palomar PLMR Stock Holding History

Citigroup’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
2021
Q1 		– Sell
-25,000
Closed -$2.22M – 7130
2020
Q4 		$2.22M Buy
+25,000
New +$2.1M ﹤0.01% 2753

Other funds holding PLMR

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Moody Aldrich Partners
Moody Aldrich Partners Marblehead, Massachusetts $523M AUM 75.24% 1-Year Est. Return
Kornitzer Capital Management
Kornitzer Capital Management Shawnee Mission, Kansas $4.8B AUM 30.14% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Oak Ridge Investments
Oak Ridge Investments Chicago, Illinois $1.68B AUM 48.52% 1-Year Est. Return
Conestoga Capital Advisors
Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return
Riverwater Partners
Riverwater Partners Milwaukee, Wisconsin $360M AUM 25.48% 1-Year Est. Return

Citigroup's PLMR Position: Q3 2026 in Review

Citigroup reduced its Palomar (PLMR) stake by 40% in Q3 2026, selling an estimated $915K and leaving 10,123 shares worth $1.25M. The position accounts for ﹤0.01% of the portfolio, ranked #3168.

Citigroup first reported a position in PLMR in Q2 2019 and has held it in 30 quarters since. The position peaked at $5.41M in Q1 2025. 117 funds tracked by Wall St. Rank hold PLMR as of Q3 2026.

  • Citigroup held 10,123 shares of Palomar worth $1.25M as of Q3 2026.
  • Citigroup sold 6,845 Palomar shares in Q3 2026, an estimated $915K.
  • Palomar made up ﹤0.01% of Citigroup's portfolio in Q3 2026, its #3168 holding.
  • Citigroup first reported a position in Palomar in Q2 2019 and has held it in 30 quarters since.
  • Citigroup's Palomar position peaked at $5.41M in Q1 2025.
  • 117 funds tracked by Wall St. Rank held Palomar as of Q3 2026.

Based on Citigroup's 13F filing for Q3 2026, filed 4 Nov 2026.