OQS
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Occudo Quantitative Strategies’s Palomar PLMR Stock Holding History

Occudo Quantitative Strategies’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
-2,975
Closed -$347K – 868
2025
Q3 		$347K Buy
+2,975
New +$377K 0.04% 462
2024
Q3 		– Sell
-3,611
Closed -$293K – 961
2024
Q2 		$293K Sell
3,611
-5,938
-62% -$484K 0.05% 466
2024
Q1 		$800K Buy
9,549
+1,572
+20% +$108K 0.14% 207
2023
Q4 		$443K Buy
+7,977
New +$446K 0.06% 432

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

Occudo Quantitative Strategies's PLMR Position: Q4 2025 in Review

Occudo Quantitative Strategies sold out of Palomar (PLMR) in Q4 2025, closing a stake of 2,975 shares — an estimated $347K sold.

Occudo Quantitative Strategies first reported a position in PLMR in Q4 2023 and held it in 4 quarters. The position peaked at $800K in Q1 2024. 340 funds tracked by Wall St. Rank hold PLMR as of Q4 2025.

  • Occudo Quantitative Strategies reported no remaining Palomar position as of Q4 2025 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 2,975 Palomar shares in Q4 2025, an estimated $347K.
  • Occudo Quantitative Strategies first reported a position in Palomar in Q4 2023 and held it in 4 quarters.
  • Occudo Quantitative Strategies's Palomar position peaked at $800K in Q1 2024.
  • 340 funds tracked by Wall St. Rank held Palomar as of Q4 2025.

Based on Occudo Quantitative Strategies's 13F filing for Q4 2025, filed 17 Feb 2026.