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Mirabella Financial Services’s Palomar PLMR Stock Holding History

Mirabella Financial Services’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
-3,147
Closed -$424K – 1115
2025
Q4 		$424K Buy
+3,147
New +$384K 0.04% 330
2020
Q4 		– Sell
-3,605
Closed -$376K – 446
2020
Q3 		$376K Buy
+3,605
New +$354K 0.05% 180

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

Mirabella Financial Services's PLMR Position: Q1 2026 in Review

Mirabella Financial Services sold out of Palomar (PLMR) in Q1 2026, closing a stake of 3,147 shares — an estimated $424K sold.

Mirabella Financial Services first reported a position in PLMR in Q3 2020 and held it in 2 quarters. The position peaked at $424K in Q4 2025. 343 funds tracked by Wall St. Rank hold PLMR as of Q1 2026.

  • Mirabella Financial Services reported no remaining Palomar position as of Q1 2026 after selling out during the quarter.
  • Mirabella Financial Services sold 3,147 Palomar shares in Q1 2026, an estimated $424K.
  • Mirabella Financial Services first reported a position in Palomar in Q3 2020 and held it in 2 quarters.
  • Mirabella Financial Services's Palomar position peaked at $424K in Q4 2025.
  • 343 funds tracked by Wall St. Rank held Palomar as of Q1 2026.

Based on Mirabella Financial Services's 13F filing for Q1 2026, filed 12 May 2026.