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Profund Advisors’s Palomar PLMR Stock Holding History

Profund 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
2025
Q3 		– Sell
-1,325
Closed -$204K – 1081
2025
Q2 		$204K Buy
+1,325
New +$205K 0.01% 895
2021
Q1 		– Sell
-2,515
Closed -$223K – 1362
2020
Q4 		$223K Buy
+2,515
New +$212K 0.01% 1038

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

Profund Advisors's PLMR Position: Q3 2025 in Review

Profund Advisors sold out of Palomar (PLMR) in Q3 2025, closing a stake of 1,325 shares — an estimated $204K sold.

Profund Advisors first reported a position in PLMR in Q4 2020 and held it in 2 quarters. The position peaked at $223K in Q4 2020. 351 funds tracked by Wall St. Rank hold PLMR as of Q3 2025.

  • Profund Advisors reported no remaining Palomar position as of Q3 2025 after selling out during the quarter.
  • Profund Advisors sold 1,325 Palomar shares in Q3 2025, an estimated $204K.
  • Profund Advisors first reported a position in Palomar in Q4 2020 and held it in 2 quarters.
  • Profund Advisors's Palomar position peaked at $223K in Q4 2020.
  • 351 funds tracked by Wall St. Rank held Palomar as of Q3 2025.

Based on Profund Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.