Janney Montgomery Scott
PLMR icon

Janney Montgomery Scott’s Palomar PLMR Stock Holding History

Janney Montgomery Scott’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
Q1 		$359K Buy
+3,003
New +$375K ﹤0.01% 2266
2025
Q4 		– Sell
-64,586
Closed -$7.54M – 2996
2025
Q3 		$7.54M Buy
64,586
+141
+0.2% +$17.9K 0.02% 724
2025
Q2 		$9.94M Buy
+64,445
New +$9.98M 0.03% 567
2024
Q2 		– Sell
-7,180
Closed -$602K – 2770
2024
Q1 		$602K Buy
+7,180
New +$492K ﹤0.01% 1850
2023
Q2 		– Sell
-8,825
Closed -$487K – 2706
2023
Q1 		$487K Buy
8,825
+2,844
+48% +$152K ﹤0.01% 1745
2022
Q4 		$270K Sell
5,981
-1,321
-18% -$90K ﹤0.01% 2195
2022
Q3 		$611K Buy
+7,302
New +$536K ﹤0.01% 1572

Other funds holding PLMR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 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