GRP
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Global Retirement Partners’s Palomar PLMR Stock Holding History

Global Retirement Partners’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 		$123K Buy
+973
New +$115K ﹤0.01% 1923
2025
Q4 		$116K Buy
859
+594
+224% +$72.5K ﹤0.01% 1822
2025
Q3 		$30.9K Buy
265
+40
+18% +$5.07K ﹤0.01% 2168
2025
Q2 		$34.7K Buy
+225
New +$34.8K ﹤0.01% 1973
2024
Q4 		– Sell
-10
Closed -$947 – 3757
2024
Q3 		$947 Buy
+10
New +$921 ﹤0.01% 3154
2022
Q4 		– Sell
-19
Closed -$2K – 3077
2022
Q3 		$2K Buy
19
+9
+90% +$661 ﹤0.01% 2289
2022
Q2 		$1K Buy
10
+5
+100% +$302 ﹤0.01% 2523
2022
Q1 		$0 Buy
+5
New +$284 ﹤0.01% 2743
2019
Q4 		– Sell
-343
Closed -$14K – 1682
2019
Q3 		$14K Hold
343
– – ﹤0.01% 1035
2019
Q2 		$8K Buy
+343
New +$7.55K ﹤0.01% 1175

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

Global Retirement Partners's PLMR Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Palomar (PLMR) in Q2 2026: 973 shares worth $123K. The stake represents ﹤0.01% of the portfolio and ranks #1923 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in PLMR as recently as Q4 2025.

Global Retirement Partners first reported a position in PLMR in Q2 2019 and has held it in 10 quarters since. 341 funds tracked by Wall St. Rank hold PLMR as of Q2 2026.

  • Global Retirement Partners held 973 shares of Palomar worth $123K as of Q2 2026.
  • Palomar was a new Global Retirement Partners position in Q2 2026.
  • Palomar made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1923 holding.
  • Global Retirement Partners first reported a position in Palomar in Q2 2019 and has held it in 10 quarters since.
  • 341 funds tracked by Wall St. Rank held Palomar as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.