Creative Planning
PLMR icon

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
Q2 		$2.04M Sell
16,168
-2,498
-13% -$294K ﹤0.01% 2069
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return

Creative Planning's PLMR Position: Q2 2026 in Review

Creative Planning reduced its Palomar (PLMR) stake by 13% in Q2 2026, selling an estimated $294K and leaving 16,168 shares worth $2.04M. The position accounts for ﹤0.01% of the portfolio, ranked #2069.

Creative Planning first reported a position in PLMR in Q1 2023 and has held it in 11 quarters since. The position peaked at $2.57M in Q4 2025. 341 funds tracked by Wall St. Rank hold PLMR as of Q2 2026.

  • Creative Planning held 16,168 shares of Palomar worth $2.04M as of Q2 2026.
  • Creative Planning sold 2,498 Palomar shares in Q2 2026, an estimated $294K.
  • Palomar made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2069 holding.
  • Creative Planning first reported a position in Palomar in Q1 2023 and has held it in 11 quarters since.
  • Creative Planning's Palomar position peaked at $2.57M in Q4 2025.
  • 341 funds tracked by Wall St. Rank held Palomar as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.