Moody National Bank Trust Division’s Palomar PLMR Stock Holding History

Moody National Bank Trust Division’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 Q3	$216K	Buy	+1,756	New	+$235K	0.02%	472
2024 Q4	–	Sell	-2,350	Closed	-$222K	–	494
2024 Q3	$222K	Buy	+2,350	New	+$217K	0.02%	439

Other funds holding PLMR

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

FWA

Fulcrum Wealth Advisors Bellevue, Washington $144M AUM 21.17% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

Moody National Bank Trust Division's PLMR Position: Q3 2026 in Review

Moody National Bank Trust Division opened a new position in Palomar (PLMR) in Q3 2026: 1,756 shares worth $216K. The stake represents 0.02% of the portfolio and ranks #472 among its holdings. This is a return to the name: Moody National Bank Trust Division previously reported a position in PLMR as recently as Q3 2024.

Moody National Bank Trust Division first reported a position in PLMR in Q3 2024 and has held it in 2 quarters since. The position peaked at $222K in Q3 2024. 31 funds tracked by Wall St. Rank hold PLMR as of Q3 2026.

Moody National Bank Trust Division held 1,756 shares of Palomar worth $216K as of Q3 2026.
Palomar was a new Moody National Bank Trust Division position in Q3 2026.
Palomar made up 0.02% of Moody National Bank Trust Division's portfolio in Q3 2026, its #472 holding.
Moody National Bank Trust Division first reported a position in Palomar in Q3 2024 and has held it in 2 quarters since.
Moody National Bank Trust Division's Palomar position peaked at $222K in Q3 2024.
31 funds tracked by Wall St. Rank held Palomar as of Q3 2026.

Based on Moody National Bank Trust Division's 13F filing for Q3 2026, filed 6 Oct 2026.