MPW
PLMR icon

MASECO Private Wealth’s Palomar PLMR Stock Holding History

MASECO Private Wealth’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
Q1 		– Sell
-291
Closed -$39.2K – 540
2025
Q4 		$39.2K Hold
291
– – ﹤0.01% 196
2025
Q3 		$34K Hold
291
– – ﹤0.01% 113
2025
Q2 		$44.9K Buy
+291
New +$45.1K ﹤0.01% 176

Other funds holding PLMR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 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

MASECO Private Wealth's PLMR Position: Q1 2026 in Review

MASECO Private Wealth sold out of Palomar (PLMR) in Q1 2026, closing a stake of 291 shares — an estimated $39.2K sold.

MASECO Private Wealth first reported a position in PLMR in Q2 2025 and held it in 3 quarters. The position peaked at $44.9K in Q2 2025. 342 funds tracked by Wall St. Rank hold PLMR as of Q1 2026.

  • MASECO Private Wealth reported no remaining Palomar position as of Q1 2026 after selling out during the quarter.
  • MASECO Private Wealth sold 291 Palomar shares in Q1 2026, an estimated $39.2K.
  • MASECO Private Wealth first reported a position in Palomar in Q2 2025 and held it in 3 quarters.
  • MASECO Private Wealth's Palomar position peaked at $44.9K in Q2 2025.
  • 342 funds tracked by Wall St. Rank held Palomar as of Q1 2026.

Based on MASECO Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.