O'Shaughnessy Asset Management’s Palomar PLMR Stock Holding History

O'Shaughnessy Asset Management’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	-1,856	Closed	-$286K	–	2633
2025 Q2	$286K	Buy	1,856 +74	+4%	+$11.5K	﹤0.01%	1663
2025 Q1	$244K	Buy	+1,782	New	+$211K	﹤0.01%	1692
2024 Q4	–	Sell	-2,333	Closed	-$228K	–	2269
2024 Q3	$228K	Buy	+2,333	New	+$215K	﹤0.01%	1612
2020 Q4	–	Sell	-667	Closed	-$70K	–	2192
2020 Q3	$70K	Hold	667	–	–	﹤0.01%	1005
2020 Q2	$57K	Buy	+667	New	+$44.2K	﹤0.01%	975

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

O'Shaughnessy Asset Management's PLMR Position: Q3 2025 in Review

O'Shaughnessy Asset Management sold out of Palomar (PLMR) in Q3 2025, closing a stake of 1,856 shares — an estimated $286K sold.

O'Shaughnessy Asset Management first reported a position in PLMR in Q2 2020 and held it in 5 quarters. The position peaked at $286K in Q2 2025. 351 funds tracked by Wall St. Rank hold PLMR as of Q3 2025.

O'Shaughnessy Asset Management reported no remaining Palomar position as of Q3 2025 after selling out during the quarter.
O'Shaughnessy Asset Management sold 1,856 Palomar shares in Q3 2025, an estimated $286K.
O'Shaughnessy Asset Management first reported a position in Palomar in Q2 2020 and held it in 5 quarters.
O'Shaughnessy Asset Management's Palomar position peaked at $286K in Q2 2025.
351 funds tracked by Wall St. Rank held Palomar as of Q3 2025.

Based on O'Shaughnessy Asset Management's 13F filing for Q3 2025, filed 13 Nov 2025.