CoreCap Advisors’s Palomar PLMR Stock Holding History

CoreCap 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 Q2	–	Sell	-9	Closed	-$1.23K	–	3127
2025 Q1	$1.23K	Buy	9 +5	+125%	+$592	﹤0.01%	2477
2024 Q4	$422	Buy	+4	New	+$406	﹤0.01%	2571

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

DCM

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

CoreCap Advisors's PLMR Position: Q2 2025 in Review

CoreCap Advisors sold out of Palomar (PLMR) in Q2 2025, closing a stake of 9 shares — an estimated $1.23K sold.

CoreCap Advisors first reported a position in PLMR in Q4 2024 and held it in 2 quarters. The position peaked at $1.23K in Q1 2025. 385 funds tracked by Wall St. Rank hold PLMR as of Q2 2025.

CoreCap Advisors reported no remaining Palomar position as of Q2 2025 after selling out during the quarter.
CoreCap Advisors sold 9 Palomar shares in Q2 2025, an estimated $1.23K.
CoreCap Advisors first reported a position in Palomar in Q4 2024 and held it in 2 quarters.
CoreCap Advisors's Palomar position peaked at $1.23K in Q1 2025.
385 funds tracked by Wall St. Rank held Palomar as of Q2 2025.

Based on CoreCap Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.