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Clearstead Advisors’s Palomar PLMR Stock Holding History

Clearstead 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 		$9.99K Buy
+79
New +$9.3K ﹤0.01% 1976
2026
Q1 		– Sell
-1,401
Closed -$189K – 2702
2025
Q4 		$189K Buy
1,401
+1,004
+253% +$123K ﹤0.01% 950
2025
Q3 		$46.4K Buy
397
+94
+31% +$11.9K ﹤0.01% 1306
2025
Q2 		$46.7K Buy
+303
New +$46.9K ﹤0.01% 1310

Other funds holding PLMR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $838M AUM 14.24% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return

Clearstead Advisors's PLMR Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Palomar (PLMR) in Q2 2026: 79 shares worth $9.99K. The stake represents ﹤0.01% of the portfolio and ranks #1976 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in PLMR as recently as Q4 2025.

Clearstead Advisors first reported a position in PLMR in Q2 2025 and has held it in 4 quarters since. The position peaked at $189K in Q4 2025. 149 funds tracked by Wall St. Rank hold PLMR as of Q2 2026.

  • Clearstead Advisors held 79 shares of Palomar worth $9.99K as of Q2 2026.
  • Palomar was a new Clearstead Advisors position in Q2 2026.
  • Palomar made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1976 holding.
  • Clearstead Advisors first reported a position in Palomar in Q2 2025 and has held it in 4 quarters since.
  • Clearstead Advisors's Palomar position peaked at $189K in Q4 2025.
  • 149 funds tracked by Wall St. Rank held Palomar as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.