Lido Advisors’s Palomar PLMR Stock Holding History

Lido 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 Q2	–	Sell	-2,876	Closed	-$394K	–	1732
2025 Q1	$394K	Sell	2,876 -77	-3%	-$9.12K	﹤0.01%	1097
2024 Q4	$312K	Buy	2,953 +730	+33%	+$74K	﹤0.01%	1195
2024 Q3	$210K	Buy	+2,223	New	+$205K	﹤0.01%	1314

Other funds holding PLMR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Lido Advisors's PLMR Position: Q2 2025 in Review

Lido Advisors sold out of Palomar (PLMR) in Q2 2025, closing a stake of 2,876 shares — an estimated $394K sold.

Lido Advisors first reported a position in PLMR in Q3 2024 and held it in 3 quarters. The position peaked at $394K in Q1 2025. 385 funds tracked by Wall St. Rank hold PLMR as of Q2 2025.

Lido Advisors reported no remaining Palomar position as of Q2 2025 after selling out during the quarter.
Lido Advisors sold 2,876 Palomar shares in Q2 2025, an estimated $394K.
Lido Advisors first reported a position in Palomar in Q3 2024 and held it in 3 quarters.
Lido Advisors's Palomar position peaked at $394K in Q1 2025.
385 funds tracked by Wall St. Rank held Palomar as of Q2 2025.

Based on Lido Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.