Root Financial Partners
PLMR icon

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
Q3 		$11.2K Buy
+91
New +$12.2K ﹤0.01% 1861
2026
Q2 		– Sell
-70
Closed -$8.36K – 2423
2026
Q1 		$8.36K 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

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Vanguard Portfolio Management
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American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 42.55% 1-Year Est. Return
Stephens Investment Management Group
Stephens Investment Management Group Houston, Texas $9.29B AUM 41.16% 1-Year Est. Return

Root Financial Partners's PLMR Position: Q3 2026 in Review

Root Financial Partners opened a new position in Palomar (PLMR) in Q3 2026: 91 shares worth $11.2K. The stake represents ﹤0.01% of the portfolio and ranks #1861 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in PLMR as recently as Q1 2026.

Root Financial Partners first reported a position in PLMR in Q3 2025 and has held it in 4 quarters since. 294 funds tracked by Wall St. Rank hold PLMR as of Q3 2026.

  • Root Financial Partners held 91 shares of Palomar worth $11.2K as of Q3 2026.
  • Palomar was a new Root Financial Partners position in Q3 2026.
  • Palomar made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1861 holding.
  • Root Financial Partners first reported a position in Palomar in Q3 2025 and has held it in 4 quarters since.
  • 294 funds tracked by Wall St. Rank held Palomar as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.