CAG
PLMR icon

Crestwood Advisors Group’s Palomar PLMR Stock Holding History

Crestwood Advisors Group’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 		$314K Sell
2,483
-2,449
-50% -$288K ﹤0.01% 663
2026
Q1 		$589K Sell
4,932
-4,246
-46% -$530K 0.01% 382
2025
Q4 		$1.24M Sell
9,178
-5,958
-39% -$727K 0.02% 260
2025
Q3 		$1.77M Sell
15,136
-1,252
-8% -$159K 0.03% 225
2025
Q2 		$2.53M Sell
16,388
-932
-5% -$144K 0.05% 180
2025
Q1 		$2.37M Buy
+17,320
New +$2.05M 0.05% 184

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

Crestwood Advisors Group's PLMR Position: Q2 2026 in Review

Crestwood Advisors Group reduced its Palomar (PLMR) stake by 50% in Q2 2026, selling an estimated $288K and leaving 2,483 shares worth $314K. The position accounts for ﹤0.01% of the portfolio, ranked #663.

Crestwood Advisors Group first reported a position in PLMR in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.53M in Q2 2025. 343 funds tracked by Wall St. Rank hold PLMR as of Q2 2026.

  • Crestwood Advisors Group held 2,483 shares of Palomar worth $314K as of Q2 2026.
  • Crestwood Advisors Group sold 2,449 Palomar shares in Q2 2026, an estimated $288K.
  • Palomar made up ﹤0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #663 holding.
  • Crestwood Advisors Group first reported a position in Palomar in Q1 2025 and has held it in 6 quarters since.
  • Crestwood Advisors Group's Palomar position peaked at $2.53M in Q2 2025.
  • 343 funds tracked by Wall St. Rank held Palomar as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.