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Left Brain Wealth Management’s Palomar PLMR Stock Holding History

Left Brain 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
2025
Q3 		– Sell
-1,500
Closed -$231K – 105
2025
Q2 		$231K Sell
1,500
-500
-25% -$77.4K 0.08% 89
2025
Q1 		$274K Buy
+2,000
New +$237K 0.12% 78

Other funds holding PLMR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Left Brain Wealth Management's PLMR Position: Q3 2025 in Review

Left Brain Wealth Management sold out of Palomar (PLMR) in Q3 2025, closing a stake of 1,500 shares — an estimated $231K sold.

Left Brain Wealth Management first reported a position in PLMR in Q1 2025 and held it in 2 quarters. The position peaked at $274K in Q1 2025. 351 funds tracked by Wall St. Rank hold PLMR as of Q3 2025.

  • Left Brain Wealth Management reported no remaining Palomar position as of Q3 2025 after selling out during the quarter.
  • Left Brain Wealth Management sold 1,500 Palomar shares in Q3 2025, an estimated $231K.
  • Left Brain Wealth Management first reported a position in Palomar in Q1 2025 and held it in 2 quarters.
  • Left Brain Wealth Management's Palomar position peaked at $274K in Q1 2025.
  • 351 funds tracked by Wall St. Rank held Palomar as of Q3 2025.

Based on Left Brain Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.