Loomis, Sayles & Company
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Loomis, Sayles & Company’s Palomar PLMR Stock Holding History

Loomis, Sayles & Company’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
2023
Q1 		– Sell
-206,046
Closed -$9.3M – 1013
2022
Q4 		$9.3M Buy
206,046
+1,608
+0.8% +$110K 0.02% 324
2022
Q3 		$17.1M Buy
+204,438
New +$15M 0.03% 232
2020
Q4 		– Sell
-617,337
Closed -$64.4M – 823
2020
Q3 		$64.4M Buy
617,337
+11,714
+2% +$1.15M 0.09% 80
2020
Q2 		$51.9M Buy
605,623
+52,553
+10% +$3.49M 0.08% 90
2020
Q1 		$32.2M Buy
553,070
+142,530
+35% +$7.45M 0.07% 107
2019
Q4 		$20.7M Sell
410,540
-43
-0% -$2.02K 0.04% 206
2019
Q3 		$16.2M Buy
+410,583
New +$12.8M 0.03% 250

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $907M AUM 10.61% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Loomis, Sayles & Company's PLMR Position: Q1 2023 in Review

Loomis, Sayles & Company sold out of Palomar (PLMR) in Q1 2023, closing a stake of 206,046 shares — an estimated $9.3M sold.

Loomis, Sayles & Company first reported a position in PLMR in Q3 2019 and held it in 7 quarters. The position peaked at $64.4M in Q3 2020. 176 funds tracked by Wall St. Rank hold PLMR as of Q1 2023.

  • Loomis, Sayles & Company reported no remaining Palomar position as of Q1 2023 after selling out during the quarter.
  • Loomis, Sayles & Company sold 206,046 Palomar shares in Q1 2023, an estimated $9.3M.
  • Loomis, Sayles & Company first reported a position in Palomar in Q3 2019 and held it in 7 quarters.
  • Loomis, Sayles & Company's Palomar position peaked at $64.4M in Q3 2020.
  • 176 funds tracked by Wall St. Rank held Palomar as of Q1 2023.

Based on Loomis, Sayles & Company's 13F filing for Q1 2023, filed 11 May 2023.