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
Q2 		$202K Sell
1,601
-3,133
-66% -$369K ﹤0.01% 2575
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 $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

Jones Financial Companies's PLMR Position: Q2 2026 in Review

Jones Financial Companies reduced its Palomar (PLMR) stake by 66% in Q2 2026, selling an estimated $369K and leaving 1,601 shares worth $202K. The position accounts for ﹤0.01% of the portfolio, ranked #2575.

Jones Financial Companies first reported a position in PLMR in Q4 2022 and has held it in 10 quarters since. The position peaked at $553K in Q1 2026. 341 funds tracked by Wall St. Rank hold PLMR as of Q2 2026.

  • Jones Financial Companies held 1,601 shares of Palomar worth $202K as of Q2 2026.
  • Jones Financial Companies sold 3,133 Palomar shares in Q2 2026, an estimated $369K.
  • Palomar made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2575 holding.
  • Jones Financial Companies first reported a position in Palomar in Q4 2022 and has held it in 10 quarters since.
  • Jones Financial Companies's Palomar position peaked at $553K in Q1 2026.
  • 341 funds tracked by Wall St. Rank held Palomar as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.