LPL Financial
PLMR icon

LPL Financial’s Palomar PLMR Stock Holding History

LPL Financial’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 		$2.41M Buy
19,078
+7,358
+63% +$866K ﹤0.01% 3544
2026
Q1 		$1.4M Buy
11,720
+2,124
+22% +$265K ﹤0.01% 3841
2025
Q4 		$1.29M Sell
9,596
-2,403
-20% -$293K ﹤0.01% 3813
2025
Q3 		$1.4M Sell
11,999
-10,253
-46% -$1.3M ﹤0.01% 3661
2025
Q2 		$3.43M Buy
22,252
+17,612
+380% +$2.73M ﹤0.01% 2619
2025
Q1 		$636K Buy
4,640
+1,558
+51% +$185K ﹤0.01% 3941
2024
Q4 		$325K Buy
3,082
+194
+7% +$19.7K ﹤0.01% 4454
2024
Q3 		$273K Buy
+2,888
New +$266K ﹤0.01% 4507
2024
Q2 		– Sell
-8,025
Closed -$673K – 5098
2024
Q1 		$673K Buy
+8,025
New +$550K ﹤0.01% 3521
2021
Q4 		– Sell
-9,561
Closed -$773K – 4436
2021
Q3 		$773K Buy
9,561
+1,878
+24% +$155K ﹤0.01% 2831
2021
Q2 		$580K Buy
7,683
+3,324
+76% +$240K ﹤0.01% 3030
2021
Q1 		$292K Sell
4,359
-756
-15% -$67.8K ﹤0.01% 3483
2020
Q4 		$454K Sell
5,115
-6,879
-57% -$579K ﹤0.01% 2847
2020
Q3 		$1.25M Buy
11,994
+1,122
+10% +$110K ﹤0.01% 1763
2020
Q2 		$932K Buy
+10,872
New +$721K ﹤0.01% 1872
2019
Q4 		– Sell
-8,238
Closed -$325K – 3397
2019
Q3 		$325K Sell
8,238
-226
-3% -$7.06K ﹤0.01% 2610
2019
Q2 		$203K Buy
+8,464
New +$186K ﹤0.01% 3017

Other funds holding PLMR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
American Century Companies
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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

LPL Financial's PLMR Position: Q2 2026 in Review

LPL Financial increased its Palomar (PLMR) stake by 63% in Q2 2026, buying an estimated $866K and bringing the position to 19,078 shares worth $2.41M. The position accounts for ﹤0.01% of the portfolio, ranked #3544.

LPL Financial first reported a position in PLMR in Q2 2019 and has held it in 17 quarters since. The position peaked at $3.43M in Q2 2025. 341 funds tracked by Wall St. Rank hold PLMR as of Q2 2026.

  • LPL Financial held 19,078 shares of Palomar worth $2.41M as of Q2 2026.
  • LPL Financial bought 7,358 Palomar shares in Q2 2026, an estimated $866K.
  • Palomar made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3544 holding.
  • LPL Financial first reported a position in Palomar in Q2 2019 and has held it in 17 quarters since.
  • LPL Financial's Palomar position peaked at $3.43M in Q2 2025.
  • 341 funds tracked by Wall St. Rank held Palomar as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.