Envestnet Asset Management
PLMR icon

Envestnet Asset Management’s Palomar PLMR Stock Holding History

Envestnet Asset 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
Q2 		$8.93M Buy
70,623
+32,583
+86% +$3.84M ﹤0.01% 2026
2026
Q1 		$4.55M Buy
38,040
+5,587
+17% +$697K ﹤0.01% 2380
2025
Q4 		$4.37M Sell
32,453
-7,207
-18% -$880K ﹤0.01% 2277
2025
Q3 		$4.63M Buy
39,660
+546
+1% +$69.2K ﹤0.01% 2294
2025
Q2 		$6.03M Sell
39,114
-5,409
-12% -$838K ﹤0.01% 2066
2025
Q1 		$6.1M Buy
44,523
+3,835
+9% +$454K ﹤0.01% 1982
2024
Q4 		$4.3M Buy
40,688
+9,036
+29% +$916K ﹤0.01% 2211
2024
Q3 		$3M Buy
31,652
+782
+3% +$72.1K ﹤0.01% 2414
2024
Q2 		$2.51M Buy
30,870
+5,646
+22% +$460K ﹤0.01% 2468
2024
Q1 		$2.11M Buy
25,224
+13,402
+113% +$919K ﹤0.01% 2533
2023
Q4 		$656K Sell
11,822
-2,995
-20% -$168K ﹤0.01% 3179
2023
Q3 		$752K Buy
14,817
+2,880
+24% +$158K ﹤0.01% 3024
2023
Q2 		$693K Sell
11,937
-240
-2% -$12.8K ﹤0.01% 3026
2023
Q1 		$672K Buy
12,177
+1,403
+13% +$75.2K ﹤0.01% 2949
2022
Q4 		$487K Sell
10,774
-361
-3% -$24.6K ﹤0.01% 3117
2022
Q3 		$932K Sell
11,135
-1,215
-10% -$89.2K ﹤0.01% 2626
2022
Q2 		$795K Buy
12,350
+1,688
+16% +$102K ﹤0.01% 2767
2022
Q1 		$682K Buy
10,662
+1,988
+23% +$113K ﹤0.01% 2938
2021
Q4 		$562K Buy
8,674
+1,075
+14% +$83.6K ﹤0.01% 3003
2021
Q3 		$614K Buy
7,599
+828
+12% +$68.4K ﹤0.01% 2847
2021
Q2 		$511K Sell
6,771
-3,581
-35% -$258K ﹤0.01% 2961
2021
Q1 		$694K Buy
10,352
+557
+6% +$50K ﹤0.01% 2654
2020
Q4 		$870K Buy
9,795
+5,102
+109% +$429K ﹤0.01% 2310
2020
Q3 		$489K Buy
4,693
+861
+22% +$84.4K ﹤0.01% 2474
2020
Q2 		$329K Buy
+3,832
New +$254K ﹤0.01% 2636

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

Envestnet Asset Management's PLMR Position: Q2 2026 in Review

Envestnet Asset Management increased its Palomar (PLMR) stake by 86% in Q2 2026, buying an estimated $3.84M and bringing the position to 70,623 shares worth $8.93M. The position accounts for ﹤0.01% of the portfolio, ranked #2026.

Envestnet Asset Management first reported a position in PLMR in Q2 2020 and has held it in 25 quarters since. 341 funds tracked by Wall St. Rank hold PLMR as of Q2 2026.

  • Envestnet Asset Management held 70,623 shares of Palomar worth $8.93M as of Q2 2026.
  • Envestnet Asset Management bought 32,583 Palomar shares in Q2 2026, an estimated $3.84M.
  • Palomar made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2026 holding.
  • Envestnet Asset Management first reported a position in Palomar in Q2 2020 and has held it in 25 quarters since.
  • 341 funds tracked by Wall St. Rank held Palomar as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.