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BFC Planning, Inc.’s Palomar PLMR Stock Holding History

BFC Planning, Inc.’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 		$11.6K Buy
92
+11
+14% +$1.3K ﹤0.01% 2288
2026
Q1 		$9.7K Hold
81
– – ﹤0.01% 2064
2025
Q4 		$10.9K Hold
81
– – ﹤0.01% 2033
2025
Q3 		$9.46K Sell
81
-2,773
-97% -$352K ﹤0.01% 1952
2025
Q2 		$440K Sell
2,854
-83
-3% -$12.9K 0.03% 394
2025
Q1 		$403K Buy
2,937
+250
+9% +$29.6K 0.04% 387
2024
Q4 		$284K Buy
+2,687
New +$273K 0.02% 490

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 $3.38T AUM 44.17% 1-Year Est. Return
Jupiter Topco
Jupiter Topco New York $245B AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Stephens Investment Management Group
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Hood River Capital Management
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return

BFC Planning, Inc.'s PLMR Position: Q2 2026 in Review

BFC Planning, Inc. increased its Palomar (PLMR) stake by 14% in Q2 2026, buying an estimated $1.3K and bringing the position to 92 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2288.

BFC Planning, Inc. first reported a position in PLMR in Q4 2024 and has held it in 7 quarters since. The position peaked at $440K in Q2 2025. 344 funds tracked by Wall St. Rank hold PLMR as of Q2 2026.

  • BFC Planning, Inc. held 92 shares of Palomar worth $11.6K as of Q2 2026.
  • BFC Planning, Inc. bought 11 Palomar shares in Q2 2026, an estimated $1.3K.
  • Palomar made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2288 holding.
  • BFC Planning, Inc. first reported a position in Palomar in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Palomar position peaked at $440K in Q2 2025.
  • 344 funds tracked by Wall St. Rank held Palomar as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.