JSW
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Journey Strategic Wealth’s Palomar PLMR Stock Holding History

Journey Strategic Wealth’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 		$222K Sell
1,854
-90
-5% -$11.2K 0.01% 718
2025
Q4 		$262K Buy
+1,944
New +$237K 0.01% 567

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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Journey Strategic Wealth's PLMR Position: Q1 2026 in Review

Journey Strategic Wealth reduced its Palomar (PLMR) stake by 4.6% in Q1 2026, selling an estimated $11.2K and leaving 1,854 shares worth $222K. The position accounts for 0.01% of the portfolio, ranked #718.

Journey Strategic Wealth first reported a position in PLMR in Q4 2025 and has held it in 2 quarters since. The position peaked at $262K in Q4 2025. 343 funds tracked by Wall St. Rank hold PLMR as of Q1 2026.

  • Journey Strategic Wealth held 1,854 shares of Palomar worth $222K as of Q1 2026.
  • Journey Strategic Wealth sold 90 Palomar shares in Q1 2026, an estimated $11.2K.
  • Palomar made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #718 holding.
  • Journey Strategic Wealth first reported a position in Palomar in Q4 2025 and has held it in 2 quarters since.
  • Journey Strategic Wealth's Palomar position peaked at $262K in Q4 2025.
  • 343 funds tracked by Wall St. Rank held Palomar as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.