MWM
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Moran Wealth Management’s Palomar PLMR Stock Holding History

Moran Wealth Management’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
Q2 		$2.08M Sell
16,473
-1,220
-7% -$144K 0.06% 320
2026
Q1 		$2.11M Sell
17,693
-660
-4% -$82.4K 0.06% 302
2025
Q4 		$2.47M Buy
+18,353
New +$2.24M 0.08% 264
2025
Q3 		– Sell
-5,768
Closed -$890K – 530
2025
Q2 		$890K Sell
5,768
-289
-5% -$44.7K 0.03% 335
2025
Q1 		$830K Sell
6,057
-103
-2% -$12.2K 0.03% 319
2024
Q4 		$650K Buy
6,160
+378
+7% +$38.3K 0.02% 343
2024
Q3 		$547K Buy
+5,782
New +$533K 0.02% 367

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
JT
Jupiter Topco New York $245B AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return

Moran Wealth Management's PLMR Position: Q2 2026 in Review

Moran Wealth Management reduced its Palomar (PLMR) stake by 6.9% in Q2 2026, selling an estimated $144K and leaving 16,473 shares worth $2.08M. The position accounts for 0.06% of the portfolio, ranked #320.

Moran Wealth Management first reported a position in PLMR in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.47M in Q4 2025. 341 funds tracked by Wall St. Rank hold PLMR as of Q2 2026.

  • Moran Wealth Management held 16,473 shares of Palomar worth $2.08M as of Q2 2026.
  • Moran Wealth Management sold 1,220 Palomar shares in Q2 2026, an estimated $144K.
  • Palomar made up 0.06% of Moran Wealth Management's portfolio in Q2 2026, its #320 holding.
  • Moran Wealth Management first reported a position in Palomar in Q3 2024 and has held it in 7 quarters since.
  • Moran Wealth Management's Palomar position peaked at $2.47M in Q4 2025.
  • 341 funds tracked by Wall St. Rank held Palomar as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.