OPS
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Orion Portfolio Solutions’s Palomar PLMR Stock Holding History

Orion Portfolio Solutions’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
Q1 		$867K Buy
6,326
+3,997
+172% +$474K 0.01% 1159
2024
Q4 		$246K Buy
+2,329
New +$236K ﹤0.01% 1653
2020
Q3 		– Sell
-5
Closed – – 1604
2020
Q2 		$0 Buy
+5
New +$332 ﹤0.01% 2404

Other funds holding PLMR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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 $1.61T AUM 30.72% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Orion Portfolio Solutions's PLMR Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Palomar (PLMR) stake by 172% in Q1 2025, buying an estimated $474K and bringing the position to 6,326 shares worth $867K. The position accounts for 0.01% of the portfolio, ranked #1159.

Orion Portfolio Solutions first reported a position in PLMR in Q2 2020 and has held it in 3 quarters since. 336 funds tracked by Wall St. Rank hold PLMR as of Q1 2025.

  • Orion Portfolio Solutions held 6,326 shares of Palomar worth $867K as of Q1 2025.
  • Orion Portfolio Solutions bought 3,997 Palomar shares in Q1 2025, an estimated $474K.
  • Palomar made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1159 holding.
  • Orion Portfolio Solutions first reported a position in Palomar in Q2 2020 and has held it in 3 quarters since.
  • 336 funds tracked by Wall St. Rank held Palomar as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.