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Outlook Wealth Advisors’s Palomar PLMR Stock Holding History

Outlook Wealth 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
2026
Q1 		$239K Buy
2,001
+14
+0.7% +$1.75K 0.06% 288
2025
Q4 		$268K Buy
1,987
+48
+2% +$5.86K 0.06% 261
2025
Q3 		$226K Buy
+1,939
New +$246K 0.06% 278

Other funds holding PLMR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 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

Outlook Wealth Advisors's PLMR Position: Q1 2026 in Review

Outlook Wealth Advisors increased its Palomar (PLMR) stake by 0.7% in Q1 2026, buying an estimated $1.75K and bringing the position to 2,001 shares worth $239K. The position accounts for 0.06% of the portfolio, ranked #288.

Outlook Wealth Advisors first reported a position in PLMR in Q3 2025 and has held it in 3 quarters since. The position peaked at $268K in Q4 2025. 342 funds tracked by Wall St. Rank hold PLMR as of Q1 2026.

  • Outlook Wealth Advisors held 2,001 shares of Palomar worth $239K as of Q1 2026.
  • Outlook Wealth Advisors bought 14 Palomar shares in Q1 2026, an estimated $1.75K.
  • Palomar made up 0.06% of Outlook Wealth Advisors's portfolio in Q1 2026, its #288 holding.
  • Outlook Wealth Advisors first reported a position in Palomar in Q3 2025 and has held it in 3 quarters since.
  • Outlook Wealth Advisors's Palomar position peaked at $268K in Q4 2025.
  • 342 funds tracked by Wall St. Rank held Palomar as of Q1 2026.

Based on Outlook Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.