JWM
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JPL Wealth Management’s Palomar PLMR Stock Holding History

JPL Wealth Management’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 		$4.78K Buy
+40
New +$4.99K ﹤0.01% 707
2025
Q4 		– Sell
-40
Closed -$4.67K – 849
2025
Q3 		$4.67K Buy
+40
New +$5.07K ﹤0.01% 680

Other funds holding PLMR

BlackRock
BlackRock New York $5.72T 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

JPL Wealth Management's PLMR Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Palomar (PLMR) in Q1 2026: 40 shares worth $4.78K. The stake represents ﹤0.01% of the portfolio and ranks #707 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in PLMR as recently as Q3 2025.

JPL Wealth Management first reported a position in PLMR in Q3 2025 and has held it in 2 quarters since. 342 funds tracked by Wall St. Rank hold PLMR as of Q1 2026.

  • JPL Wealth Management held 40 shares of Palomar worth $4.78K as of Q1 2026.
  • Palomar was a new JPL Wealth Management position in Q1 2026.
  • Palomar made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #707 holding.
  • JPL Wealth Management first reported a position in Palomar in Q3 2025 and has held it in 2 quarters since.
  • 342 funds tracked by Wall St. Rank held Palomar as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.