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Montag & Associates’s Palomar PLMR Stock Holding History

Montag & Associates’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
-4
Closed -$467 – 1112
2025
Q3 		$467 Buy
+4
New +$507 ﹤0.01% 1086

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

Montag & Associates's PLMR Position: Q4 2025 in Review

Montag & Associates sold out of Palomar (PLMR) in Q4 2025, closing a stake of 4 shares — an estimated $467 sold.

Montag & Associates first reported a position in PLMR in Q3 2025 and held it in 1 quarter. The position peaked at $467 in Q3 2025. 340 funds tracked by Wall St. Rank hold PLMR as of Q4 2025.

  • Montag & Associates reported no remaining Palomar position as of Q4 2025 after selling out during the quarter.
  • Montag & Associates sold 4 Palomar shares in Q4 2025, an estimated $467.
  • Montag & Associates first reported a position in Palomar in Q3 2025 and held it in 1 quarter.
  • Montag & Associates's Palomar position peaked at $467 in Q3 2025.
  • 340 funds tracked by Wall St. Rank held Palomar as of Q4 2025.

Based on Montag & Associates's 13F filing for Q4 2025, filed 2 Feb 2026.