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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
Q2 		$255K Buy
2,016
+15
+0.7% +$1.77K 0.06% 272
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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 $1.88T AUM 44.46% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return

Outlook Wealth Advisors's PLMR Position: Q2 2026 in Review

Outlook Wealth Advisors increased its Palomar (PLMR) stake by 0.75% in Q2 2026, buying an estimated $1.77K and bringing the position to 2,016 shares worth $255K. The position accounts for 0.06% of the portfolio, ranked #272.

Outlook Wealth Advisors first reported a position in PLMR in Q3 2025 and has held it in 4 quarters since. The position peaked at $268K in Q4 2025. 343 funds tracked by Wall St. Rank hold PLMR as of Q2 2026.

  • Outlook Wealth Advisors held 2,016 shares of Palomar worth $255K as of Q2 2026.
  • Outlook Wealth Advisors bought 15 Palomar shares in Q2 2026, an estimated $1.77K.
  • Palomar made up 0.06% of Outlook Wealth Advisors's portfolio in Q2 2026, its #272 holding.
  • Outlook Wealth Advisors first reported a position in Palomar in Q3 2025 and has held it in 4 quarters since.
  • Outlook Wealth Advisors's Palomar position peaked at $268K in Q4 2025.
  • 343 funds tracked by Wall St. Rank held Palomar as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.