Guggenheim Capital’s Palomar PLMR Stock Holding History

Guggenheim Capital’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	-1,488	Closed	-$204K	–	1647
2025 Q1	$204K	Buy	+1,488	New	+$176K	﹤0.01%	1529
2022 Q3	–	Sell	-3,711	Closed	-$239K	–	2011
2022 Q2	$239K	Buy	+3,711	New	+$224K	﹤0.01%	1874
2021 Q3	–	Sell	-4,579	Closed	-$346K	–	2205
2021 Q2	$346K	Sell	4,579 -461	-9%	-$33.2K	﹤0.01%	1968
2021 Q1	$338K	Sell	5,040 -4,740	-48%	-$425K	﹤0.01%	1907
2020 Q4	$869K	Buy	+9,780	New	+$823K	0.01%	1409
2020 Q3	–	Sell	-2,470	Closed	-$212K	–	1944
2020 Q2	$212K	Buy	+2,470	New	+$164K	﹤0.01%	1724

Other funds holding PLMR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 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

Guggenheim Capital's PLMR Position: Q2 2025 in Review

Guggenheim Capital sold out of Palomar (PLMR) in Q2 2025, closing a stake of 1,488 shares — an estimated $204K sold.

Guggenheim Capital first reported a position in PLMR in Q2 2020 and held it in 6 quarters. The position peaked at $869K in Q4 2020. 385 funds tracked by Wall St. Rank hold PLMR as of Q2 2025.

Guggenheim Capital reported no remaining Palomar position as of Q2 2025 after selling out during the quarter.
Guggenheim Capital sold 1,488 Palomar shares in Q2 2025, an estimated $204K.
Guggenheim Capital first reported a position in Palomar in Q2 2020 and held it in 6 quarters.
Guggenheim Capital's Palomar position peaked at $869K in Q4 2020.
385 funds tracked by Wall St. Rank held Palomar as of Q2 2025.

Based on Guggenheim Capital's 13F filing for Q2 2025, filed 13 Aug 2025.