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Financial Advocates Investment Management’s Palomar PLMR Stock Holding History

Financial Advocates Investment 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
2025
Q3 		– Sell
-2,322
Closed -$358K – 436
2025
Q2 		$358K Buy
+2,322
New +$360K 0.03% 454

Other funds holding PLMR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $552B AUM 44.19% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Financial Advocates Investment Management's PLMR Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Palomar (PLMR) in Q3 2025, closing a stake of 2,322 shares — an estimated $358K sold.

Financial Advocates Investment Management first reported a position in PLMR in Q2 2025 and held it in 1 quarter. The position peaked at $358K in Q2 2025. 351 funds tracked by Wall St. Rank hold PLMR as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Palomar position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 2,322 Palomar shares in Q3 2025, an estimated $358K.
  • Financial Advocates Investment Management first reported a position in Palomar in Q2 2025 and held it in 1 quarter.
  • Financial Advocates Investment Management's Palomar position peaked at $358K in Q2 2025.
  • 351 funds tracked by Wall St. Rank held Palomar as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.