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Diversified Trust’s Palomar PLMR Stock Holding History

Diversified Trust’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 		$1.05M Sell
8,332
-555
-6% -$65.3K 0.02% 484
2026
Q1 		$1.06M Buy
8,887
+1,156
+15% +$144K 0.02% 442
2025
Q4 		$1.04M Buy
7,731
+2,754
+55% +$336K 0.02% 431
2025
Q3 		$581K Buy
4,977
+1,223
+33% +$155K 0.01% 589
2025
Q2 		$579K Sell
3,754
-2,593
-41% -$401K 0.01% 555
2025
Q1 		$870K Sell
6,347
-2,079
-25% -$246K 0.02% 410
2024
Q4 		$890K Sell
8,426
-3,274
-28% -$332K 0.02% 400
2024
Q3 		$1.11M Hold
11,700
– – 0.03% 353
2024
Q2 		$949K Buy
11,700
+300
+3% +$24.4K 0.03% 344
2024
Q1 		$956K Buy
11,400
+3,000
+36% +$206K 0.03% 325
2023
Q4 		$466K Buy
8,400
+1,500
+22% +$83.9K 0.02% 523
2023
Q3 		$350K Buy
6,900
+1,025
+17% +$56.1K 0.01% 571
2023
Q2 		$341K Hold
5,875
– – 0.01% 578
2023
Q1 		$324K Buy
5,875
+725
+14% +$38.9K 0.01% 595
2022
Q4 		$233K Sell
5,150
-25
-0.5% -$1.7K 0.01% 684
2022
Q3 		$433K Hold
5,175
– – 0.02% 435
2022
Q2 		$333K Buy
5,175
+519
+11% +$31.3K 0.01% 531
2022
Q1 		$298K Buy
4,656
+356
+8% +$20.2K 0.01% 620
2021
Q4 		$279K Hold
4,300
– – 0.01% 661
2021
Q3 		$348K Buy
4,300
+500
+13% +$41.3K 0.01% 531
2021
Q2 		$287K Sell
3,800
-450
-11% -$32.4K 0.01% 563
2021
Q1 		$285K Hold
4,250
– – 0.01% 555
2020
Q4 		$378K Buy
4,250
+1,575
+59% +$132K 0.02% 434
2020
Q3 		$279K Hold
2,675
– – 0.01% 471
2020
Q2 		$229K Buy
+2,675
New +$177K 0.01% 469

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

Diversified Trust's PLMR Position: Q2 2026 in Review

Diversified Trust reduced its Palomar (PLMR) stake by 6.2% in Q2 2026, selling an estimated $65.3K and leaving 8,332 shares worth $1.05M. The position accounts for 0.02% of the portfolio, ranked #484.

Diversified Trust first reported a position in PLMR in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.11M in Q3 2024. 341 funds tracked by Wall St. Rank hold PLMR as of Q2 2026.

  • Diversified Trust held 8,332 shares of Palomar worth $1.05M as of Q2 2026.
  • Diversified Trust sold 555 Palomar shares in Q2 2026, an estimated $65.3K.
  • Palomar made up 0.02% of Diversified Trust's portfolio in Q2 2026, its #484 holding.
  • Diversified Trust first reported a position in Palomar in Q2 2020 and has held it in 25 quarters since.
  • Diversified Trust's Palomar position peaked at $1.11M in Q3 2024.
  • 341 funds tracked by Wall St. Rank held Palomar as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.