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Freedom Investment Management’s Palomar PLMR Stock Holding History

Freedom 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
-1,609
Closed -$248K – 528
2025
Q2 		$248K Sell
1,609
-87
-5% -$13.5K 0.02% 646
2025
Q1 		$232K Sell
1,696
-688
-29% -$81.5K 0.02% 670
2024
Q4 		$252K Buy
+2,384
New +$242K 0.02% 659

Other funds holding PLMR

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $481B AUM 30.42% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Freedom Investment Management's PLMR Position: Q3 2025 in Review

Freedom Investment Management sold out of Palomar (PLMR) in Q3 2025, closing a stake of 1,609 shares — an estimated $248K sold.

Freedom Investment Management first reported a position in PLMR in Q4 2024 and held it in 3 quarters. The position peaked at $252K in Q4 2024. 351 funds tracked by Wall St. Rank hold PLMR as of Q3 2025.

  • Freedom Investment Management reported no remaining Palomar position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 1,609 Palomar shares in Q3 2025, an estimated $248K.
  • Freedom Investment Management first reported a position in Palomar in Q4 2024 and held it in 3 quarters.
  • Freedom Investment Management's Palomar position peaked at $252K in Q4 2024.
  • 351 funds tracked by Wall St. Rank held Palomar as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.