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Principal Securities’s Palomar PLMR Stock Holding History

Principal Securities’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 		$217K Buy
1,816
+226
+14% +$28.2K ﹤0.01% 1350
2025
Q4 		$214K Buy
1,590
+990
+165% +$121K ﹤0.01% 1298
2025
Q3 		$70K Buy
600
+273
+83% +$34.6K ﹤0.01% 1779
2025
Q2 		$50.4K Buy
327
+288
+738% +$44.6K ﹤0.01% 1869
2025
Q1 		$4.12K Hold
39
– – ﹤0.01% 2838
2024
Q4 		$4.12K Buy
39
+3
+8% +$304 ﹤0.01% 2835
2024
Q3 		$3.41K Buy
36
+6
+20% +$553 ﹤0.01% 2801
2024
Q2 		$2.44K Hold
30
– – ﹤0.01% 2855
2024
Q1 		$2.52K Buy
+30
New +$2.06K ﹤0.01% 2813

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