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Measured Wealth Private Client Group’s Palomar PLMR Stock Holding History

Measured Wealth Private Client Group’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
-746
Closed -$101K – 765
2025
Q4 		$101K Sell
746
-829
-53% -$101K 0.03% 248
2025
Q3 		$184K Sell
1,575
-2,094
-57% -$265K 0.05% 191
2025
Q2 		$566K Buy
3,669
+321
+10% +$49.7K 0.17% 89
2025
Q1 		$459K Buy
+3,348
New +$397K 0.15% 99

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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 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
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

Measured Wealth Private Client Group's PLMR Position: Q1 2026 in Review

Measured Wealth Private Client Group sold out of Palomar (PLMR) in Q1 2026, closing a stake of 746 shares — an estimated $101K sold.

Measured Wealth Private Client Group first reported a position in PLMR in Q1 2025 and held it in 4 quarters. The position peaked at $566K in Q2 2025. 343 funds tracked by Wall St. Rank hold PLMR as of Q1 2026.

  • Measured Wealth Private Client Group reported no remaining Palomar position as of Q1 2026 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 746 Palomar shares in Q1 2026, an estimated $101K.
  • Measured Wealth Private Client Group first reported a position in Palomar in Q1 2025 and held it in 4 quarters.
  • Measured Wealth Private Client Group's Palomar position peaked at $566K in Q2 2025.
  • 343 funds tracked by Wall St. Rank held Palomar as of Q1 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.