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Global Financial Private Client’s Palomar PLMR Stock Holding History

Global Financial Private Client’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
Q2 		– Sell
-5
Closed -$685 – 1228
2025
Q1 		$685 Buy
5
+4
+400% +$474 ﹤0.01% 1172
2024
Q4 		$106 Buy
+1
New +$101 ﹤0.01% 1472

Other funds holding PLMR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Global Financial Private Client's PLMR Position: Q2 2025 in Review

Global Financial Private Client sold out of Palomar (PLMR) in Q2 2025, closing a stake of 5 shares — an estimated $685 sold.

Global Financial Private Client first reported a position in PLMR in Q4 2024 and held it in 2 quarters. The position peaked at $685 in Q1 2025. 385 funds tracked by Wall St. Rank hold PLMR as of Q2 2025.

  • Global Financial Private Client reported no remaining Palomar position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 5 Palomar shares in Q2 2025, an estimated $685.
  • Global Financial Private Client first reported a position in Palomar in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Palomar position peaked at $685 in Q1 2025.
  • 385 funds tracked by Wall St. Rank held Palomar as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.