NewEdge Advisors’s Palomar PLMR Stock Holding History

NewEdge Advisors’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	-713	Closed	-$110K	–	4221
2025 Q2	$110K	Buy	713 +235	+49%	+$36.4K	﹤0.01%	2390
2025 Q1	$65.5K	Buy	+478	New	+$56.6K	﹤0.01%	2453
2023 Q1	–	Sell	-137	Closed	-$6.19K	–	3952
2022 Q4	$6.19K	Buy	+137	New	+$9.33K	﹤0.01%	2523
2020 Q4	–	Sell	-3,953	Closed	-$412K	–	1060
2020 Q3	$412K	Buy	3,953 +387	+11%	+$38K	0.01%	633
2020 Q2	$306K	Buy	+3,566	New	+$237K	0.01%	668

Other funds holding PLMR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

NewEdge Advisors's PLMR Position: Q3 2025 in Review

NewEdge Advisors sold out of Palomar (PLMR) in Q3 2025, closing a stake of 713 shares — an estimated $110K sold.

NewEdge Advisors first reported a position in PLMR in Q2 2020 and held it in 5 quarters. The position peaked at $412K in Q3 2020. 351 funds tracked by Wall St. Rank hold PLMR as of Q3 2025.

NewEdge Advisors reported no remaining Palomar position as of Q3 2025 after selling out during the quarter.
NewEdge Advisors sold 713 Palomar shares in Q3 2025, an estimated $110K.
NewEdge Advisors first reported a position in Palomar in Q2 2020 and held it in 5 quarters.
NewEdge Advisors's Palomar position peaked at $412K in Q3 2020.
351 funds tracked by Wall St. Rank held Palomar as of Q3 2025.

Based on NewEdge Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.