Nicholas Investment Partners’s Palomar PLMR Stock Holding History

Nicholas Investment Partners’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	-28,501	Closed	-$3.33M	–	240
2025 Q3	$3.33M	Sell	28,501 -19,229	-40%	-$2.44M	0.25%	137
2025 Q2	$7.36M	Sell	47,730 -49,587	-51%	-$7.68M	0.66%	47
2025 Q1	$13.3M	Buy	97,317 +50,007	+106%	+$5.92M	1.37%	9
2024 Q4	$5M	Buy	47,310 +1,872	+4%	+$190K	0.44%	81
2024 Q3	$4.3M	Buy	+45,438	New	+$4.19M	0.39%	99
2021 Q1	–	Sell	-42,192	Closed	-$3.75M	–	205
2020 Q4	$3.75M	Sell	42,192 -14,259	-25%	-$1.2M	0.29%	104
2020 Q3	$5.88M	Sell	56,451 -6,694	-11%	-$656K	0.64%	58
2020 Q2	$5.42M	Buy	63,145 +787	+1%	+$52.2K	1.15%	18
2020 Q1	$3.63M	Buy	+62,358	New	+$3.26M	0.71%	52

Other funds holding PLMR

BlackRock New York $5.7T 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

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

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Sumitomo Mitsui Trust Group

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

Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Geode Capital Management

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return