First Trust Advisors
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First Trust Advisors’s Palomar PLMR Stock Holding History

First Trust 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
Q2 		$5.9M Sell
46,710
-7,378
-14% -$869K ﹤0.01% 1482
2026
Q1 		$6.46M Buy
54,088
+37,813
+232% +$4.72M ﹤0.01% 1311
2025
Q4 		$2.19M Sell
16,275
-25,970
-61% -$3.17M ﹤0.01% 1843
2025
Q3 		$4.93M Sell
42,245
-26
-0.1% -$3.3K ﹤0.01% 1382
2025
Q2 		$6.52M Sell
42,271
-19,296
-31% -$2.99M 0.01% 1236
2025
Q1 		$8.44M Buy
61,567
+6,620
+12% +$784K 0.01% 1110
2024
Q4 		$5.8M Sell
54,947
-3,673
-6% -$373K 0.01% 1282
2024
Q3 		$5.55M Sell
58,620
-88
-0.1% -$8.11K 0.01% 1278
2024
Q2 		$4.76M Buy
58,708
+33,971
+137% +$2.77M ﹤0.01% 1282
2024
Q1 		$2.07M Buy
24,737
+17,584
+246% +$1.21M ﹤0.01% 1729
2023
Q4 		$397K Sell
7,153
-29,737
-81% -$1.66M ﹤0.01% 2193
2023
Q3 		$1.87M Buy
36,890
+16,114
+78% +$881K ﹤0.01% 1711
2023
Q2 		$1.21M Buy
20,776
+13,686
+193% +$732K ﹤0.01% 1929
2023
Q1 		$391K Sell
7,090
-38,301
-84% -$2.05M ﹤0.01% 2184
2022
Q4 		$2.05M Buy
+45,391
New +$3.09M ﹤0.01% 1694
2022
Q2 		– Sell
-6,381
Closed -$408K – 2578
2022
Q1 		$408K Sell
6,381
-26,868
-81% -$1.53M ﹤0.01% 2302
2021
Q4 		$2.15M Buy
33,249
+26,436
+388% +$2.06M ﹤0.01% 1759
2021
Q3 		$551K Buy
+6,813
New +$563K ﹤0.01% 2258
2021
Q2 		– Sell
-11,529
Closed -$773K – 2530
2021
Q1 		$773K Sell
11,529
-15,776
-58% -$1.42M ﹤0.01% 2062
2020
Q4 		$2.43M Sell
27,305
-29,717
-52% -$2.5M ﹤0.01% 1478
2020
Q3 		$5.94M Sell
57,022
-7,192
-11% -$705K 0.01% 906
2020
Q2 		$5.51M Buy
64,214
+31,268
+95% +$2.07M 0.01% 949
2020
Q1 		$1.92M Buy
32,946
+4,748
+17% +$248K ﹤0.01% 1290
2019
Q4 		$1.42M Buy
28,198
+14,888
+112% +$698K ﹤0.01% 1723
2019
Q3 		$525K Buy
+13,310
New +$416K ﹤0.01% 2101

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

First Trust Advisors's PLMR Position: Q2 2026 in Review

First Trust Advisors reduced its Palomar (PLMR) stake by 14% in Q2 2026, selling an estimated $869K and leaving 46,710 shares worth $5.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1482.

First Trust Advisors first reported a position in PLMR in Q3 2019 and has held it in 25 quarters since. The position peaked at $8.44M in Q1 2025. 341 funds tracked by Wall St. Rank hold PLMR as of Q2 2026.

  • First Trust Advisors held 46,710 shares of Palomar worth $5.9M as of Q2 2026.
  • First Trust Advisors sold 7,378 Palomar shares in Q2 2026, an estimated $869K.
  • Palomar made up ﹤0.01% of First Trust Advisors's portfolio in Q2 2026, its #1482 holding.
  • First Trust Advisors first reported a position in Palomar in Q3 2019 and has held it in 25 quarters since.
  • First Trust Advisors's Palomar position peaked at $8.44M in Q1 2025.
  • 341 funds tracked by Wall St. Rank held Palomar as of Q2 2026.

Based on First Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.