Lindbrook Capital’s Palomar PLMR Stock Holding History

Lindbrook Capital’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	$3.02K	Buy	22 +4	+22%	+$474	﹤0.01%	2152
2024 Q4	$1.9K	Hold	18	–	–	﹤0.01%	2317
2024 Q3	$1.7K	Hold	18	–	–	﹤0.01%	2399
2024 Q2	$1.46K	Hold	18	–	–	﹤0.01%	2426
2024 Q1	$1.51K	Hold	18	–	–	﹤0.01%	2333
2023 Q4	$999	Sell	18 -1	-5%	-$56	﹤0.01%	2464
2023 Q3	$964	Buy	19 +13	+217%	+$711	﹤0.01%	2367
2023 Q2	$348	Sell	6 -27	-82%	-$1.44K	﹤0.01%	2582
2023 Q1	$1.82K	Hold	33	–	–	﹤0.01%	2285
2022 Q4	$1.49K	Buy	33 +12	+57%	+$818	﹤0.01%	2357
2022 Q3	$2K	Buy	21 +10	+91%	+$734	﹤0.01%	2116
2022 Q2	$1K	Buy	+11	New	+$664	﹤0.01%	2330

Other funds holding PLMR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

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

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 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

Lindbrook Capital's PLMR Position: Q1 2025 in Review

Lindbrook Capital increased its Palomar (PLMR) stake by 22% in Q1 2025, buying an estimated $474 and bringing the position to 22 shares worth $3.02K. The position accounts for ﹤0.01% of the portfolio, ranked #2152.

Lindbrook Capital first reported a position in PLMR in Q2 2022 and has held it in 12 quarters since. 336 funds tracked by Wall St. Rank hold PLMR as of Q1 2025.

Lindbrook Capital held 22 shares of Palomar worth $3.02K as of Q1 2025.
Lindbrook Capital bought 4 Palomar shares in Q1 2025, an estimated $474.
Palomar made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2152 holding.
Lindbrook Capital first reported a position in Palomar in Q2 2022 and has held it in 12 quarters since.
336 funds tracked by Wall St. Rank held Palomar as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.