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Marshall Financial Group (Maryland)’s Palomar PLMR Stock Holding History

Marshall Financial Group (Maryland)’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
2025
Q4 		– Sell
-6,015
Closed -$702K – 302
2025
Q3 		$702K Buy
6,015
+537
+10% +$68.1K 0.14% 166
2025
Q2 		$796K Buy
+5,478
New +$848K 0.16% 155

Other funds holding PLMR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Marshall Financial Group (Maryland)'s PLMR Position: Q4 2025 in Review

Marshall Financial Group (Maryland) sold out of Palomar (PLMR) in Q4 2025, closing a stake of 6,015 shares — an estimated $702K sold.

Marshall Financial Group (Maryland) first reported a position in PLMR in Q2 2025 and held it in 2 quarters. The position peaked at $796K in Q2 2025. 340 funds tracked by Wall St. Rank hold PLMR as of Q4 2025.

  • Marshall Financial Group (Maryland) reported no remaining Palomar position as of Q4 2025 after selling out during the quarter.
  • Marshall Financial Group (Maryland) sold 6,015 Palomar shares in Q4 2025, an estimated $702K.
  • Marshall Financial Group (Maryland) first reported a position in Palomar in Q2 2025 and held it in 2 quarters.
  • Marshall Financial Group (Maryland)'s Palomar position peaked at $796K in Q2 2025.
  • 340 funds tracked by Wall St. Rank held Palomar as of Q4 2025.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q4 2025, filed 9 Jan 2026.