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Emerald Mutual Fund Advisers Trust’s Palomar PLMR Stock Holding History

Emerald Mutual Fund Advisers 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
Q1 		$19.5M Buy
163,270
+1,553
+1% +$194K 0.95% 35
2025
Q4 		$21.8M Buy
161,717
+1,458
+0.9% +$178K 1.06% 26
2025
Q3 		$18.7M Sell
160,259
-29,521
-16% -$3.74M 0.97% 31
2025
Q2 		$29.3M Sell
189,780
-37,386
-16% -$5.79M 1.78% 8
2025
Q1 		$31.1M Sell
227,166
-82,185
-27% -$9.74M 2.21% 2
2024
Q4 		$32.7M Sell
309,351
-59,426
-16% -$6.03M 1.99% 5
2024
Q3 		$34.9M Sell
368,777
-6,643
-2% -$612K 1.81% 9
2024
Q2 		$30.5M Sell
375,420
-65
-0% -$5.3K 1.6% 9
2024
Q1 		$31.5M Buy
375,485
+219
+0.1% +$15K 1.64% 8
2023
Q4 		$20.8M Buy
375,266
+320
+0.1% +$17.9K 1.1% 26
2023
Q3 		$19M Sell
374,946
-42
-0% -$2.3K 1.15% 24
2023
Q2 		$21.8M Buy
374,988
+28,366
+8% +$1.52M 1.18% 23
2023
Q1 		$19.1M Sell
346,622
-71,535
-17% -$3.83M 1.13% 29
2022
Q4 		$18.9M Buy
418,157
+8,597
+2% +$586K 1.17% 29
2022
Q3 		$34.3M Sell
409,560
-31,468
-7% -$2.31M 2.17% 2
2022
Q2 		$28.4M Buy
441,028
+15,428
+4% +$931K 1.65% 8
2022
Q1 		$27.2M Sell
425,600
-34,263
-7% -$1.95M 1.2% 25
2021
Q4 		$29.8M Buy
459,863
+20,233
+5% +$1.57M 1.05% 39
2021
Q3 		$35.5M Buy
439,630
+20,043
+5% +$1.66M 1.23% 21
2021
Q2 		$31.7M Buy
419,587
+17,780
+4% +$1.28M 1.04% 31
2021
Q1 		$26.9M Buy
401,807
+7,750
+2% +$695K 0.89% 36
2020
Q4 		$35M Sell
394,057
-22,315
-5% -$1.88M 1.22% 17
2020
Q3 		$43.4M Sell
416,372
-27,182
-6% -$2.67M 1.92% 6
2020
Q2 		$38M Buy
443,554
+44,233
+11% +$2.93M 1.8% 7
2020
Q1 		$23.2M Buy
399,321
+115,282
+41% +$6.02M 1.46% 16
2019
Q4 		$14.3M Buy
284,039
+262,959
+1,247% +$12.3M 0.59% 66
2019
Q3 		$831K Buy
+21,080
New +$658K 0.04% 185

Other funds holding PLMR

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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 $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust's PLMR Position: Q1 2026 in Review

Emerald Mutual Fund Advisers Trust increased its Palomar (PLMR) stake by 0.96% in Q1 2026, buying an estimated $194K and bringing the position to 163,270 shares worth $19.5M. The position accounts for 0.95% of the portfolio, ranked #35.

Emerald Mutual Fund Advisers Trust first reported a position in PLMR in Q3 2019 and has held it in 27 quarters since. The position peaked at $43.4M in Q3 2020. 342 funds tracked by Wall St. Rank hold PLMR as of Q1 2026.

  • Emerald Mutual Fund Advisers Trust held 163,270 shares of Palomar worth $19.5M as of Q1 2026.
  • Emerald Mutual Fund Advisers Trust bought 1,553 Palomar shares in Q1 2026, an estimated $194K.
  • Palomar made up 0.95% of Emerald Mutual Fund Advisers Trust's portfolio in Q1 2026, its #35 holding.
  • Emerald Mutual Fund Advisers Trust first reported a position in Palomar in Q3 2019 and has held it in 27 quarters since.
  • Emerald Mutual Fund Advisers Trust's Palomar position peaked at $43.4M in Q3 2020.
  • 342 funds tracked by Wall St. Rank held Palomar as of Q1 2026.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q1 2026, filed 4 May 2026.