LFG
PLMR icon

Larson Financial Group’s Palomar PLMR Stock Holding History

Larson Financial Group’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 		$3.82K Buy
32
+15
+88% +$1.87K ﹤0.01% 2724
2025
Q4 		$2.29K Buy
17
+14
+467% +$1.71K ﹤0.01% 2741
2025
Q3 		$350 Sell
3
-9
-75% -$1.14K ﹤0.01% 3168
2025
Q2 		$1.85K Buy
12
+8
+200% +$1.24K ﹤0.01% 2434
2025
Q1 		$548 Hold
4
– – ﹤0.01% 2551
2024
Q4 		$422 Hold
4
– – ﹤0.01% 2247
2024
Q3 		$379 Sell
4
-61
-94% -$5.62K ﹤0.01% 2202
2024
Q2 		$5.28K Buy
65
+4
+7% +$326 ﹤0.01% 1431
2024
Q1 		$5.11K Buy
+61
New +$4.18K ﹤0.01% 1198

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