Pathstone Holdings
PLMR icon

Pathstone Holdings’s Palomar PLMR Stock Holding History

Pathstone Holdings’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 		$1.53M Sell
12,777
-4,812
-27% -$601K 0.01% 1185
2025
Q4 		$2.37M Sell
17,589
-1,260
-7% -$154K 0.01% 930
2025
Q3 		$2.2M Sell
18,849
-171
-0.9% -$21.7K 0.01% 964
2025
Q2 		$2.93M Sell
19,020
-13,131
-41% -$2.03M 0.01% 779
2025
Q1 		$4.41M Buy
32,151
+11,871
+59% +$1.41M 0.02% 605
2024
Q4 		$2.14M Buy
20,280
+1,328
+7% +$135K 0.01% 937
2024
Q3 		$1.79M Sell
18,952
-260
-1% -$24K 0.01% 1037
2024
Q2 		$1.56M Sell
19,212
-1,479
-7% -$121K 0.01% 1046
2024
Q1 		$1.73M Buy
20,691
+8,788
+74% +$603K 0.01% 970
2023
Q4 		$661K Buy
+11,903
New +$666K ﹤0.01% 1335

Other funds holding PLMR

BlackRock
BlackRock New York $5.7T 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