Marshall Wace
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Marshall Wace’s Palomar PLMR Stock Holding History

Marshall Wace’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
Q3 		– Sell
-12,790
Closed -$1.97M – 3290
2025
Q2 		$1.97M Sell
12,790
-2,173
-15% -$336K ﹤0.01% 1572
2025
Q1 		$2.05M Sell
14,963
-61,775
-81% -$7.32M ﹤0.01% 1453
2024
Q4 		$8.1M Sell
76,738
-76,499
-50% -$7.76M 0.01% 873
2024
Q3 		$14.5M Buy
153,237
+49,480
+48% +$4.56M 0.02% 618
2024
Q2 		$8.42M Sell
103,757
-75,696
-42% -$6.17M 0.01% 813
2024
Q1 		$15M Buy
179,453
+118,403
+194% +$8.12M 0.02% 610
2023
Q4 		$3.39M Sell
61,050
-32,623
-35% -$1.82M 0.01% 1044
2023
Q3 		$4.75M Sell
93,673
-38,606
-29% -$2.11M 0.01% 882
2023
Q2 		$7.68M Buy
132,279
+120,630
+1,036% +$6.45M 0.02% 849
2023
Q1 		$643K Sell
11,649
-83,111
-88% -$4.45M ﹤0.01% 1998
2022
Q4 		$4.28M Buy
94,760
+60,635
+178% +$4.13M 0.01% 1291
2022
Q3 		$2.86M Buy
+34,125
New +$2.5M 0.01% 1783
2022
Q2 		– Sell
-20,474
Closed -$1.31M – 3750
2022
Q1 		$1.31M Buy
20,474
+11,155
+120% +$634K ﹤0.01% 2320
2021
Q4 		$603K Buy
+9,319
New +$725K ﹤0.01% 2708
2021
Q2 		– Sell
-4,681
Closed -$314K – 2986
2021
Q1 		$314K Buy
+4,681
New +$420K ﹤0.01% 2115
2020
Q3 		– Sell
-44,770
Closed -$3.84M – 1846
2020
Q2 		$3.84M Buy
+44,770
New +$2.97M 0.03% 559
2020
Q1 		– Sell
-10,648
Closed -$537K – 1967
2019
Q4 		$537K Buy
10,648
+10,497
+6,952% +$492K ﹤0.01% 1143
2019
Q3 		$6K Buy
+151
New +$4.71K ﹤0.01% 1621

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Marshall Wace's PLMR Position: Q3 2025 in Review

Marshall Wace sold out of Palomar (PLMR) in Q3 2025, closing a stake of 12,790 shares — an estimated $1.97M sold.

Marshall Wace first reported a position in PLMR in Q3 2019 and held it in 18 quarters. The position peaked at $15M in Q1 2024. 351 funds tracked by Wall St. Rank hold PLMR as of Q3 2025.

  • Marshall Wace reported no remaining Palomar position as of Q3 2025 after selling out during the quarter.
  • Marshall Wace sold 12,790 Palomar shares in Q3 2025, an estimated $1.97M.
  • Marshall Wace first reported a position in Palomar in Q3 2019 and held it in 18 quarters.
  • Marshall Wace's Palomar position peaked at $15M in Q1 2024.
  • 351 funds tracked by Wall St. Rank held Palomar as of Q3 2025.

Based on Marshall Wace's 13F filing for Q3 2025, filed 13 Nov 2025.