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Root Financial Partners’s Palomar PLMR Stock Holding History

Root Financial Partners’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 		$8.37K Buy
70
+7
+11% +$874 ﹤0.01% 1754
2025
Q4 		$8.49K Buy
63
+16
+34% +$1.95K ﹤0.01% 1572
2025
Q3 		$5.49K Buy
+47
New +$5.96K ﹤0.01% 1691

Other funds holding PLMR

BlackRock
BlackRock New York $5.72T 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

Root Financial Partners's PLMR Position: Q1 2026 in Review

Root Financial Partners increased its Palomar (PLMR) stake by 11% in Q1 2026, buying an estimated $874 and bringing the position to 70 shares worth $8.37K. The position accounts for ﹤0.01% of the portfolio, ranked #1754.

Root Financial Partners first reported a position in PLMR in Q3 2025 and has held it in 3 quarters since. The position peaked at $8.49K in Q4 2025. 342 funds tracked by Wall St. Rank hold PLMR as of Q1 2026.

  • Root Financial Partners held 70 shares of Palomar worth $8.37K as of Q1 2026.
  • Root Financial Partners bought 7 Palomar shares in Q1 2026, an estimated $874.
  • Palomar made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1754 holding.
  • Root Financial Partners first reported a position in Palomar in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Palomar position peaked at $8.49K in Q4 2025.
  • 342 funds tracked by Wall St. Rank held Palomar as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.