Diversify Wealth Management’s Palomar PLMR Stock Holding History

Diversify Wealth Management’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	$1.05M	Buy	+8,500	New	+$1.06M	0.02%	583

Other funds holding PLMR

BlackRock New York $5.72T 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Diversify Wealth Management's PLMR Position: Q1 2026 in Review

Diversify Wealth Management opened a new position in Palomar (PLMR) in Q1 2026: 8,500 shares worth $1.05M. The stake represents 0.02% of the portfolio and ranks #583 among its holdings.

342 funds tracked by Wall St. Rank hold PLMR as of Q1 2026.

Diversify Wealth Management held 8,500 shares of Palomar worth $1.05M as of Q1 2026.
Palomar was a new Diversify Wealth Management position in Q1 2026.
Palomar made up 0.02% of Diversify Wealth Management's portfolio in Q1 2026, its #583 holding.
342 funds tracked by Wall St. Rank held Palomar as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.