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Harvest Investment Services’s Palomar PLMR Stock Holding History

Harvest Investment Services’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
-13,950
Closed -$2.15M – 364
2025
Q2 		$2.15M Buy
13,950
+12,303
+747% +$1.9M 0.48% 48
2025
Q1 		$226K Buy
+1,647
New +$195K 0.06% 240

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
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

Harvest Investment Services's PLMR Position: Q3 2025 in Review

Harvest Investment Services sold out of Palomar (PLMR) in Q3 2025, closing a stake of 13,950 shares — an estimated $2.15M sold.

Harvest Investment Services first reported a position in PLMR in Q1 2025 and held it in 2 quarters. The position peaked at $2.15M in Q2 2025. 351 funds tracked by Wall St. Rank hold PLMR as of Q3 2025.

  • Harvest Investment Services reported no remaining Palomar position as of Q3 2025 after selling out during the quarter.
  • Harvest Investment Services sold 13,950 Palomar shares in Q3 2025, an estimated $2.15M.
  • Harvest Investment Services first reported a position in Palomar in Q1 2025 and held it in 2 quarters.
  • Harvest Investment Services's Palomar position peaked at $2.15M in Q2 2025.
  • 351 funds tracked by Wall St. Rank held Palomar as of Q3 2025.

Based on Harvest Investment Services's 13F filing for Q3 2025, filed 17 Nov 2025.