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Legacy Capital Group California’s Palomar PLMR Stock Holding History

Legacy Capital Group California’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
Q4 		– Sell
-8,503
Closed -$993K – 355
2025
Q3 		$993K Sell
8,503
-87
-1% -$11K 0.25% 105
2025
Q2 		$1.33M Buy
+8,590
New +$1.33M 0.37% 59

Other funds holding PLMR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Legacy Capital Group California's PLMR Position: Q4 2025 in Review

Legacy Capital Group California sold out of Palomar (PLMR) in Q4 2025, closing a stake of 8,503 shares — an estimated $993K sold.

Legacy Capital Group California first reported a position in PLMR in Q2 2025 and held it in 2 quarters. The position peaked at $1.33M in Q2 2025. 340 funds tracked by Wall St. Rank hold PLMR as of Q4 2025.

  • Legacy Capital Group California reported no remaining Palomar position as of Q4 2025 after selling out during the quarter.
  • Legacy Capital Group California sold 8,503 Palomar shares in Q4 2025, an estimated $993K.
  • Legacy Capital Group California first reported a position in Palomar in Q2 2025 and held it in 2 quarters.
  • Legacy Capital Group California's Palomar position peaked at $1.33M in Q2 2025.
  • 340 funds tracked by Wall St. Rank held Palomar as of Q4 2025.

Based on Legacy Capital Group California's 13F filing for Q4 2025, filed 28 Jan 2026.