LRI Investments’s Palomar PLMR Stock Holding History

LRI Investments’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	$4.17K	Sell	33 -21	-39%	-$2.47K	﹤0.01%	1175
2026 Q1	$6.45K	Hold	54	–	–	﹤0.01%	1012
2025 Q4	$7.28K	Buy	54 +8	+17%	+$977	﹤0.01%	956
2025 Q3	$5.36K	Hold	46	–	–	﹤0.01%	1030
2025 Q2	$7.08K	Sell	46 -14	-23%	-$2.17K	﹤0.01%	924
2025 Q1	$8.19K	Hold	60	–	–	﹤0.01%	829
2024 Q4	$6.31K	Hold	60	–	–	﹤0.01%	876
2024 Q3	$6.24K	Hold	60	–	–	﹤0.01%	884
2024 Q2	$4.85K	Buy	+60	New	+$4.89K	﹤0.01%	899

Other funds holding PLMR

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return