Ellsworth Advisors’s Palomar PLMR Stock Holding History

Ellsworth Advisors’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 Q3	$1.05M	Buy	+8,502	New	+$1.14M	0.17%	110

Other funds holding PLMR

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

SSWM

Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SGCA

Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

Ellsworth Advisors's PLMR Position: Q3 2026 in Review

Ellsworth Advisors opened a new position in Palomar (PLMR) in Q3 2026: 8,502 shares worth $1.05M. The stake represents 0.17% of the portfolio and ranks #110 among its holdings.

30 funds tracked by Wall St. Rank hold PLMR as of Q3 2026.

Ellsworth Advisors held 8,502 shares of Palomar worth $1.05M as of Q3 2026.
Palomar was a new Ellsworth Advisors position in Q3 2026.
Palomar made up 0.17% of Ellsworth Advisors's portfolio in Q3 2026, its #110 holding.
30 funds tracked by Wall St. Rank held Palomar as of Q3 2026.

Based on Ellsworth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.