JO
PLMR icon

John Overdeck’s Palomar PLMR Stock Holding History

John Overdeck’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 		$1.21M Sell
9,546
-1,628
-15% -$192K ﹤0.01% 3463
2026
Q1 		$1.34M Buy
11,174
+2,000
+22% +$250K ﹤0.01% 3045
2025
Q4 		$1.24M Sell
9,174
-25,300
-73% -$3.09M ﹤0.01% 2779
2025
Q3 		$4.02M Buy
34,474
+977
+3% +$124K 0.01% 1618
2025
Q2 		$5.17M Buy
33,497
+24,697
+281% +$3.82M 0.01% 1212
2025
Q1 		$1.21M Sell
8,800
-4,845
-36% -$574K ﹤0.01% 2070
2024
Q4 		$1.44M Sell
13,645
-11,994
-47% -$1.22M ﹤0.01% 1944
2024
Q3 		$2.43M Sell
25,639
-5,412
-17% -$499K 0.01% 1558
2024
Q2 		$2.52M Sell
31,051
-4,850
-14% -$395K 0.01% 1402
2024
Q1 		$3.01M Sell
35,901
-422
-1% -$28.9K 0.01% 1234
2023
Q4 		$2.02M Buy
+36,323
New +$2.03M ﹤0.01% 1540
2023
Q3 		– Sell
-9,720
Closed -$564K – 3154
2023
Q2 		$564K Sell
9,720
-11,380
-54% -$609K ﹤0.01% 2281
2023
Q1 		$1.16M Sell
21,100
-46,128
-69% -$2.47M ﹤0.01% 1785
2022
Q4 		$3.04M Buy
67,228
+24,928
+59% +$1.7M 0.01% 1107
2022
Q3 		$3.54M Sell
42,300
-5,205
-11% -$382K 0.01% 892
2022
Q2 		$3.06M Sell
47,505
-580
-1% -$35K 0.01% 974
2022
Q1 		$3.08M Sell
48,085
-190
-0.4% -$10.8K 0.01% 1153
2021
Q4 		$3.13M Buy
48,275
+39,075
+425% +$3.04M 0.01% 1543
2021
Q3 		$744K Buy
+9,200
New +$760K ﹤0.01% 2896
2021
Q2 		– Sell
-56,400
Closed -$4.07M – 4457
2021
Q1 		$3.78M Buy
+56,400
New +$5.06M 0.01% 1243
2020
Q4 		– Sell
-27,850
Closed -$2.9M – 3664
2020
Q3 		$2.9M Buy
27,850
+24,473
+725% +$2.4M 0.01% 1089
2020
Q2 		$290K Buy
+3,377
New +$224K ﹤0.01% 2397

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

John Overdeck's PLMR Position: Q2 2026 in Review

John Overdeck reduced its Palomar (PLMR) stake by 15% in Q2 2026, selling an estimated $192K and leaving 9,546 shares worth $1.21M. The position accounts for ﹤0.01% of the portfolio, ranked #3463.

John Overdeck first reported a position in PLMR in Q2 2020 and has held it in 22 quarters since. The position peaked at $5.17M in Q2 2025. 339 funds tracked by Wall St. Rank hold PLMR as of Q2 2026.

  • John Overdeck held 9,546 shares of Palomar worth $1.21M as of Q2 2026.
  • John Overdeck sold 1,628 Palomar shares in Q2 2026, an estimated $192K.
  • Palomar made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #3463 holding.
  • John Overdeck first reported a position in Palomar in Q2 2020 and has held it in 22 quarters since.
  • John Overdeck's Palomar position peaked at $5.17M in Q2 2025.
  • 339 funds tracked by Wall St. Rank held Palomar as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.