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Petrus Trust Company’s Palomar PLMR Stock Holding History

Petrus Trust Company’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
-1,644
Closed -$254K – 436
2025
Q2 		$254K Sell
1,644
-473
-22% -$73.2K 0.03% 386
2025
Q1 		$290K Buy
+2,117
New +$251K 0.03% 411
2024
Q4 		– Sell
-2,880
Closed -$273K – 704
2024
Q3 		$273K Buy
+2,880
New +$265K 0.03% 438
2022
Q1 		– Sell
-3,238
Closed -$210K – 131
2021
Q4 		$210K Buy
+3,238
New +$252K 0.02% 99

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
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Petrus Trust Company's PLMR Position: Q3 2025 in Review

Petrus Trust Company sold out of Palomar (PLMR) in Q3 2025, closing a stake of 1,644 shares — an estimated $254K sold.

Petrus Trust Company first reported a position in PLMR in Q4 2021 and held it in 4 quarters. The position peaked at $290K in Q1 2025. 351 funds tracked by Wall St. Rank hold PLMR as of Q3 2025.

  • Petrus Trust Company reported no remaining Palomar position as of Q3 2025 after selling out during the quarter.
  • Petrus Trust Company sold 1,644 Palomar shares in Q3 2025, an estimated $254K.
  • Petrus Trust Company first reported a position in Palomar in Q4 2021 and held it in 4 quarters.
  • Petrus Trust Company's Palomar position peaked at $290K in Q1 2025.
  • 351 funds tracked by Wall St. Rank held Palomar as of Q3 2025.

Based on Petrus Trust Company's 13F filing for Q3 2025, filed 14 Nov 2025.