NS
PLMR icon

NBC Securities’s Palomar PLMR Stock Holding History

NBC Securities’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
-393
Closed -$45.9K – 2895
2025
Q3 		$45.9K Hold
393
– – ﹤0.01% 1361
2025
Q2 		$60K Hold
393
– – ﹤0.01% 1241
2025
Q1 		$53K Buy
+393
New +$46.6K ﹤0.01% 1152
2024
Q4 		– Sell
-393
Closed -$37K – 1854
2024
Q3 		$37K Hold
393
– – ﹤0.01% 1266
2024
Q2 		$31K Hold
393
– – ﹤0.01% 1288
2024
Q1 		$32K Hold
393
– – ﹤0.01% 1281
2023
Q4 		$21K Buy
393
+128
+48% +$7.16K ﹤0.01% 1466
2023
Q3 		$13K Buy
+265
New +$14.5K ﹤0.01% 1630

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

NBC Securities's PLMR Position: Q4 2025 in Review

NBC Securities sold out of Palomar (PLMR) in Q4 2025, closing a stake of 393 shares — an estimated $45.9K sold.

NBC Securities first reported a position in PLMR in Q3 2023 and held it in 8 quarters. The position peaked at $60K in Q2 2025. 340 funds tracked by Wall St. Rank hold PLMR as of Q4 2025.

  • NBC Securities reported no remaining Palomar position as of Q4 2025 after selling out during the quarter.
  • NBC Securities sold 393 Palomar shares in Q4 2025, an estimated $45.9K.
  • NBC Securities first reported a position in Palomar in Q3 2023 and held it in 8 quarters.
  • NBC Securities's Palomar position peaked at $60K in Q2 2025.
  • 340 funds tracked by Wall St. Rank held Palomar as of Q4 2025.

Based on NBC Securities's 13F filing for Q4 2025, filed 29 Jan 2026.