Lloyd Advisory Services’s Palomar PLMR Stock Holding History

Lloyd Advisory Services’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
2026 Q2	–	Sell	-29	Closed	-$3.47K	–	903
2026 Q1	$3.47K	Buy	+29	New	+$3.62K	﹤0.01%	615

Other funds holding PLMR

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Jupiter Topco New York $245B AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 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 $1.88T AUM 44.46% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return

Lloyd Advisory Services's PLMR Position: Q2 2026 in Review

Lloyd Advisory Services sold out of Palomar (PLMR) in Q2 2026, closing a stake of 29 shares — an estimated $3.47K sold.

Lloyd Advisory Services first reported a position in PLMR in Q1 2026 and held it in 1 quarter. The position peaked at $3.47K in Q1 2026. 341 funds tracked by Wall St. Rank hold PLMR as of Q2 2026.

Lloyd Advisory Services reported no remaining Palomar position as of Q2 2026 after selling out during the quarter.
Lloyd Advisory Services sold 29 Palomar shares in Q2 2026, an estimated $3.47K.
Lloyd Advisory Services first reported a position in Palomar in Q1 2026 and held it in 1 quarter.
Lloyd Advisory Services's Palomar position peaked at $3.47K in Q1 2026.
341 funds tracked by Wall St. Rank held Palomar as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.