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Moody Aldrich Partners’s Palomar PLMR Stock Holding History

Moody Aldrich Partners’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
-53,211
Closed -$8.21M – 201
2025
Q2 		$8.21M Sell
53,211
-17,280
-25% -$2.68M 1.59% 8
2025
Q1 		$9.66M Buy
70,491
+8,169
+13% +$968K 2.02% 4
2024
Q4 		$6.58M Buy
62,322
+35,270
+130% +$3.58M 1.22% 24
2024
Q3 		$2.56M Buy
+27,052
New +$2.49M 0.47% 83

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

Moody Aldrich Partners's PLMR Position: Q3 2025 in Review

Moody Aldrich Partners sold out of Palomar (PLMR) in Q3 2025, closing a stake of 53,211 shares — an estimated $8.21M sold.

Moody Aldrich Partners first reported a position in PLMR in Q3 2024 and held it in 4 quarters. The position peaked at $9.66M in Q1 2025. 351 funds tracked by Wall St. Rank hold PLMR as of Q3 2025.

  • Moody Aldrich Partners reported no remaining Palomar position as of Q3 2025 after selling out during the quarter.
  • Moody Aldrich Partners sold 53,211 Palomar shares in Q3 2025, an estimated $8.21M.
  • Moody Aldrich Partners first reported a position in Palomar in Q3 2024 and held it in 4 quarters.
  • Moody Aldrich Partners's Palomar position peaked at $9.66M in Q1 2025.
  • 351 funds tracked by Wall St. Rank held Palomar as of Q3 2025.

Based on Moody Aldrich Partners's 13F filing for Q3 2025, filed 21 Oct 2025.