Rockefeller Capital Management
PLMR icon

Rockefeller Capital Management’s Palomar PLMR Stock Holding History

Rockefeller Capital Management’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 		$29.2K Sell
231
-124
-35% -$14.6K ﹤0.01% 3602
2026
Q1 		$42.4K Buy
355
+61
+21% +$7.61K ﹤0.01% 3362
2025
Q4 		$39.6K Buy
294
+132
+81% +$16.1K ﹤0.01% 3177
2025
Q3 		$18.9K Buy
+162
New +$20.5K ﹤0.01% 3378
2023
Q1 		– Sell
-11
Closed – – 3377
2022
Q4 		$0 Hold
11
– – ﹤0.01% 4133
2022
Q3 		$0 Sell
11
-47
-81% -$3.45K ﹤0.01% 4276
2022
Q2 		$3K Buy
58
+39
+205% +$2.35K ﹤0.01% 3682
2022
Q1 		$1K Buy
+19
New +$1.08K ﹤0.01% 3766
2021
Q4 		– Sell
-19
Closed -$1K – 3946
2021
Q3 		$1K Hold
19
– – ﹤0.01% 3608
2021
Q2 		$1K Buy
19
+14
+280% +$1.01K ﹤0.01% 3371
2021
Q1 		$0 Sell
5
-13
-72% -$1.17K ﹤0.01% 3363
2020
Q4 		$1K Buy
18
+13
+260% +$1.09K ﹤0.01% 2766
2020
Q3 		$0 Buy
+5
New +$490 ﹤0.01% 2742

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

Rockefeller Capital Management's PLMR Position: Q2 2026 in Review

Rockefeller Capital Management reduced its Palomar (PLMR) stake by 35% in Q2 2026, selling an estimated $14.6K and leaving 231 shares worth $29.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3602.

Rockefeller Capital Management first reported a position in PLMR in Q3 2020 and has held it in 13 quarters since. The position peaked at $42.4K in Q1 2026. 341 funds tracked by Wall St. Rank hold PLMR as of Q2 2026.

  • Rockefeller Capital Management held 231 shares of Palomar worth $29.2K as of Q2 2026.
  • Rockefeller Capital Management sold 124 Palomar shares in Q2 2026, an estimated $14.6K.
  • Palomar made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #3602 holding.
  • Rockefeller Capital Management first reported a position in Palomar in Q3 2020 and has held it in 13 quarters since.
  • Rockefeller Capital Management's Palomar position peaked at $42.4K in Q1 2026.
  • 341 funds tracked by Wall St. Rank held Palomar as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.