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Concurrent Investment Advisors’s Palomar PLMR Stock Holding History

Concurrent Investment 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
2025
Q3 		– Sell
-18,440
Closed -$2.84M – 1575
2025
Q2 		$2.84M Buy
+18,440
New +$2.86M 0.06% 344
2024
Q2 		– Sell
-6,398
Closed -$536K – 1063
2024
Q1 		$536K Buy
+6,398
New +$439K 0.02% 533

Other funds holding PLMR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Concurrent Investment Advisors's PLMR Position: Q3 2025 in Review

Concurrent Investment Advisors sold out of Palomar (PLMR) in Q3 2025, closing a stake of 18,440 shares — an estimated $2.84M sold.

Concurrent Investment Advisors first reported a position in PLMR in Q1 2024 and held it in 2 quarters. The position peaked at $2.84M in Q2 2025. 351 funds tracked by Wall St. Rank hold PLMR as of Q3 2025.

  • Concurrent Investment Advisors reported no remaining Palomar position as of Q3 2025 after selling out during the quarter.
  • Concurrent Investment Advisors sold 18,440 Palomar shares in Q3 2025, an estimated $2.84M.
  • Concurrent Investment Advisors first reported a position in Palomar in Q1 2024 and held it in 2 quarters.
  • Concurrent Investment Advisors's Palomar position peaked at $2.84M in Q2 2025.
  • 351 funds tracked by Wall St. Rank held Palomar as of Q3 2025.

Based on Concurrent Investment Advisors's 13F filing for Q3 2025, filed 27 Oct 2025.