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Convergence Investment Partners’s Palomar PLMR Stock Holding History

Convergence Investment Partners’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
-2,341
Closed -$361K – 280
2025
Q2 		$361K Buy
+2,341
New +$362K 0.09% 199
2022
Q4 		– Sell
-1,539
Closed -$129K – 238
2022
Q3 		$129K Buy
+1,539
New +$113K 0.08% 185

Other funds holding PLMR

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Vanguard Group
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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

Convergence Investment Partners's PLMR Position: Q3 2025 in Review

Convergence Investment Partners sold out of Palomar (PLMR) in Q3 2025, closing a stake of 2,341 shares — an estimated $361K sold.

Convergence Investment Partners first reported a position in PLMR in Q3 2022 and held it in 2 quarters. The position peaked at $361K in Q2 2025. 351 funds tracked by Wall St. Rank hold PLMR as of Q3 2025.

  • Convergence Investment Partners reported no remaining Palomar position as of Q3 2025 after selling out during the quarter.
  • Convergence Investment Partners sold 2,341 Palomar shares in Q3 2025, an estimated $361K.
  • Convergence Investment Partners first reported a position in Palomar in Q3 2022 and held it in 2 quarters.
  • Convergence Investment Partners's Palomar position peaked at $361K in Q2 2025.
  • 351 funds tracked by Wall St. Rank held Palomar as of Q3 2025.

Based on Convergence Investment Partners's 13F filing for Q3 2025, filed 4 Nov 2025.