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LGT Financial Advisors’s Palomar PLMR Stock Holding History

LGT Financial Advisors’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
Q1 		– Sell
-44
Closed -$4.65K – 611
2024
Q4 		$4.65K Hold
44
– – 0.01% 565
2024
Q3 		$4.17K Hold
44
– – 0.01% 566
2024
Q2 		$3.57K Hold
44
– – 0.01% 651
2024
Q1 		$3.69K Hold
44
– – ﹤0.01% 669
2023
Q4 		$2.44K Buy
+44
New +$2.46K ﹤0.01% 782

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

LGT Financial Advisors's PLMR Position: Q1 2025 in Review

LGT Financial Advisors sold out of Palomar (PLMR) in Q1 2025, closing a stake of 44 shares — an estimated $4.65K sold.

LGT Financial Advisors first reported a position in PLMR in Q4 2023 and held it in 5 quarters. The position peaked at $4.65K in Q4 2024. 336 funds tracked by Wall St. Rank hold PLMR as of Q1 2025.

  • LGT Financial Advisors reported no remaining Palomar position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 44 Palomar shares in Q1 2025, an estimated $4.65K.
  • LGT Financial Advisors first reported a position in Palomar in Q4 2023 and held it in 5 quarters.
  • LGT Financial Advisors's Palomar position peaked at $4.65K in Q4 2024.
  • 336 funds tracked by Wall St. Rank held Palomar as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.