Creative Planning
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Creative Planning’s Palomar PLMR Stock Holding History

Creative Planning’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
Q1 		$2.23M Sell
18,666
-433
-2% -$54K ﹤0.01% 1811
2025
Q4 		$2.57M Buy
19,099
+8,337
+77% +$1.02M ﹤0.01% 1505
2025
Q3 		$1.26M Sell
10,762
-906
-8% -$115K ﹤0.01% 1914
2025
Q2 		$1.8M Buy
11,668
+4,182
+56% +$648K ﹤0.01% 1404
2025
Q1 		$1.03M Buy
7,486
+3,438
+85% +$407K ﹤0.01% 1696
2024
Q4 		$427K Buy
4,048
+808
+25% +$81.9K ﹤0.01% 2371
2024
Q3 		$307K Buy
3,240
+610
+23% +$56.2K ﹤0.01% 2502
2024
Q2 		$213K Buy
2,630
+197
+8% +$16.1K ﹤0.01% 2632
2024
Q1 		$204K Buy
+2,433
New +$167K ﹤0.01% 2556
2023
Q2 		– Sell
-16
Closed -$884 – 2785
2023
Q1 		$884 Buy
+16
New +$858 ﹤0.01% 2547

Other funds holding PLMR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 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