Morgan Stanley
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Morgan Stanley’s Palomar PLMR Stock Holding History

Morgan Stanley’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 		$25.8M Sell
204,213
-5,038
-2% -$593K ﹤0.01% 2864
2026
Q1 		$25M Sell
209,251
-50,233
-19% -$6.27M ﹤0.01% 2734
2025
Q4 		$35M Sell
259,484
-24,289
-9% -$2.96M ﹤0.01% 2425
2025
Q3 		$33.1M Sell
283,773
-39,705
-12% -$5.03M ﹤0.01% 2394
2025
Q2 		$49.9M Buy
323,478
+78,354
+32% +$12.1M ﹤0.01% 1934
2025
Q1 		$33.6M Sell
245,124
-15,460
-6% -$1.83M ﹤0.01% 2185
2024
Q4 		$27.5M Sell
260,584
-106,686
-29% -$10.8M ﹤0.01% 2440
2024
Q3 		$34.8M Buy
367,270
+69,816
+23% +$6.43M ﹤0.01% 2218
2024
Q2 		$24.1M Buy
297,454
+34,372
+13% +$2.8M ﹤0.01% 2452
2024
Q1 		$22.1M Sell
263,082
-30,499
-10% -$2.09M ﹤0.01% 2591
2023
Q4 		$16.3M Buy
293,581
+115,525
+65% +$6.46M ﹤0.01% 2886
2023
Q3 		$9.04M Sell
178,056
-6,244
-3% -$342K ﹤0.01% 3215
2023
Q2 		$10.7M Buy
184,300
+8,389
+5% +$449K ﹤0.01% 3090
2023
Q1 		$9.71M Buy
175,911
+1,835
+1% +$98.4K ﹤0.01% 3171
2022
Q4 		$7.86M Sell
174,076
-15,010
-8% -$1.02M ﹤0.01% 3306
2022
Q3 		$15.8M Buy
189,086
+26,498
+16% +$1.94M ﹤0.01% 2456
2022
Q2 		$10.5M Buy
162,588
+71,312
+78% +$4.3M ﹤0.01% 3026
2022
Q1 		$5.84M Sell
91,276
-10,046
-10% -$571K ﹤0.01% 3520
2021
Q4 		$6.56M Buy
101,322
+18,516
+22% +$1.44M ﹤0.01% 3433
2021
Q3 		$6.69M Sell
82,806
-80,164
-49% -$6.62M ﹤0.01% 3376
2021
Q2 		$12.3M Buy
162,970
+99,726
+158% +$7.19M ﹤0.01% 2751
2021
Q1 		$4.24M Sell
63,244
-6,250
-9% -$561K ﹤0.01% 3580
2020
Q4 		$6.17M Sell
69,494
-10,893
-14% -$916K ﹤0.01% 3033
2020
Q3 		$8.38M Buy
80,387
+5,078
+7% +$498K ﹤0.01% 2191
2020
Q2 		$6.46M Buy
75,309
+24,311
+48% +$1.61M ﹤0.01% 2411
2020
Q1 		$2.97M Sell
50,998
-11,419
-18% -$597K ﹤0.01% 2986
2019
Q4 		$3.15M Buy
62,417
+53,679
+614% +$2.52M ﹤0.01% 3658
2019
Q3 		$344K Sell
8,738
-1,756
-17% -$54.8K ﹤0.01% 4864
2019
Q2 		$252K Buy
+10,494
New +$231K ﹤0.01% 4928

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

Morgan Stanley's PLMR Position: Q2 2026 in Review

Morgan Stanley reduced its Palomar (PLMR) stake by 2.4% in Q2 2026, selling an estimated $593K and leaving 204,213 shares worth $25.8M. The position accounts for ﹤0.01% of the portfolio, ranked #2864.

Morgan Stanley first reported a position in PLMR in Q2 2019 and has held it in 29 quarters since. The position peaked at $49.9M in Q2 2025. 341 funds tracked by Wall St. Rank hold PLMR as of Q2 2026.

  • Morgan Stanley held 204,213 shares of Palomar worth $25.8M as of Q2 2026.
  • Morgan Stanley sold 5,038 Palomar shares in Q2 2026, an estimated $593K.
  • Palomar made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #2864 holding.
  • Morgan Stanley first reported a position in Palomar in Q2 2019 and has held it in 29 quarters since.
  • Morgan Stanley's Palomar position peaked at $49.9M in Q2 2025.
  • 341 funds tracked by Wall St. Rank held Palomar as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.