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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

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

LRI Investments's PLMR Position: Q2 2026 in Review

LRI Investments reduced its Palomar (PLMR) stake by 39% in Q2 2026, selling an estimated $2.47K and leaving 33 shares worth $4.17K. The position accounts for ﹤0.01% of the portfolio, ranked #1175.

LRI Investments first reported a position in PLMR in Q2 2024 and has held it in 9 quarters since. The position peaked at $8.19K in Q1 2025. 341 funds tracked by Wall St. Rank hold PLMR as of Q2 2026.

  • LRI Investments held 33 shares of Palomar worth $4.17K as of Q2 2026.
  • LRI Investments sold 21 Palomar shares in Q2 2026, an estimated $2.47K.
  • Palomar made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1175 holding.
  • LRI Investments first reported a position in Palomar in Q2 2024 and has held it in 9 quarters since.
  • LRI Investments's Palomar position peaked at $8.19K in Q1 2025.
  • 341 funds tracked by Wall St. Rank held Palomar as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.