Concourse Financial Group Securities’s Palomar PLMR Stock Holding History

Concourse Financial Group Securities’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 Q1	–	Sell	-665	Closed	-$71.7K	–	1520
2024 Q4	$71.7K	Sell	665 -18	-3%	-$1.83K	﹤0.01%	1054
2024 Q3	$64.7K	Buy	683 +12	+2%	+$1.11K	﹤0.01%	1087
2024 Q2	$54.5K	Buy	671 +42	+7%	+$3.42K	﹤0.01%	1142
2024 Q1	$52.7K	Buy	+629	New	+$43.1K	﹤0.01%	1168
2022 Q1	–	Sell	-12	Closed	-$681	–	2373
2021 Q4	$1K	Hold	12	–	–	﹤0.01%	2316
2021 Q3	$1K	Hold	12	–	–	﹤0.01%	2341
2021 Q2	$1K	Hold	12	–	–	﹤0.01%	2307
2021 Q1	$1K	Hold	12	–	–	﹤0.01%	2273
2020 Q4	$1K	Buy	+12	New	+$1.01K	﹤0.01%	2216

Other funds holding PLMR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Concourse Financial Group Securities's PLMR Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Palomar (PLMR) in Q1 2025, closing a stake of 665 shares — an estimated $71.7K sold.

Concourse Financial Group Securities first reported a position in PLMR in Q4 2020 and held it in 9 quarters. The position peaked at $71.7K in Q4 2024. 336 funds tracked by Wall St. Rank hold PLMR as of Q1 2025.

Concourse Financial Group Securities reported no remaining Palomar position as of Q1 2025 after selling out during the quarter.
Concourse Financial Group Securities sold 665 Palomar shares in Q1 2025, an estimated $71.7K.
Concourse Financial Group Securities first reported a position in Palomar in Q4 2020 and held it in 9 quarters.
Concourse Financial Group Securities's Palomar position peaked at $71.7K in Q4 2024.
336 funds tracked by Wall St. Rank held Palomar as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.