Jones Financial Companies
PLMR icon

Jones Financial Companies’s Palomar PLMR Stock Holding History

Jones Financial Companies’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 		$553K Buy
4,734
+4,062
+604% +$507K ﹤0.01% 1996
2025
Q4 		$90.6K Sell
672
-148
-18% -$18.1K ﹤0.01% 2251
2025
Q3 		$94.5K Sell
820
-148
-15% -$18.8K ﹤0.01% 2108
2025
Q2 		$148K Buy
968
+70
+8% +$10.8K ﹤0.01% 1775
2025
Q1 		$123K Buy
898
+405
+82% +$48K ﹤0.01% 1687
2024
Q4 		$52.1K Buy
493
+191
+63% +$19.4K ﹤0.01% 1863
2024
Q3 		$28.6K Buy
302
+42
+16% +$3.87K ﹤0.01% 1832
2024
Q2 		$21.1K Buy
+260
New +$21.2K ﹤0.01% 1524
2023
Q1 		– Sell
-300
Closed -$14K – 727
2022
Q4 		$14K Buy
+300
New +$20.4K ﹤0.01% 452

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