SageView Advisory Group’s Palomar PLMR Stock Holding History

SageView Advisory Group’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	–	Sell	-45	Closed	-$6.07K	–	1923
2025 Q4	$6.07K	Buy	+45	New	+$5.49K	﹤0.01%	1904

Other funds holding PLMR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

SageView Advisory Group's PLMR Position: Q1 2026 in Review

SageView Advisory Group sold out of Palomar (PLMR) in Q1 2026, closing a stake of 45 shares — an estimated $6.07K sold.

SageView Advisory Group first reported a position in PLMR in Q4 2025 and held it in 1 quarter. The position peaked at $6.07K in Q4 2025. 343 funds tracked by Wall St. Rank hold PLMR as of Q1 2026.

SageView Advisory Group reported no remaining Palomar position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 45 Palomar shares in Q1 2026, an estimated $6.07K.
SageView Advisory Group first reported a position in Palomar in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Palomar position peaked at $6.07K in Q4 2025.
343 funds tracked by Wall St. Rank held Palomar as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.