SSIM
PLMR icon

Sheets Smith Investment Management’s Palomar PLMR Stock Holding History

Sheets Smith Investment 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
2025
Q3 		$1.23M Sell
10,567
-4,494
-30% -$570K 0.8% 52
2025
Q2 		$2.32M Sell
15,061
-347
-2% -$53.7K 2.04% 8
2025
Q1 		$2.11M Sell
15,408
-15
-0.1% -$1.78K 2.11% 7
2024
Q4 		$1.63M Buy
+15,423
New +$1.56M 1.38% 22

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

Sheets Smith Investment Management's PLMR Position: Q3 2025 in Review

Sheets Smith Investment Management reduced its Palomar (PLMR) stake by 30% in Q3 2025, selling an estimated $570K and leaving 10,567 shares worth $1.23M. The position accounts for 0.8% of the portfolio, ranked #52.

Sheets Smith Investment Management first reported a position in PLMR in Q4 2024 and has held it in 4 quarters since. The position peaked at $2.32M in Q2 2025. 351 funds tracked by Wall St. Rank hold PLMR as of Q3 2025.

  • Sheets Smith Investment Management held 10,567 shares of Palomar worth $1.23M as of Q3 2025.
  • Sheets Smith Investment Management sold 4,494 Palomar shares in Q3 2025, an estimated $570K.
  • Palomar made up 0.8% of Sheets Smith Investment Management's portfolio in Q3 2025, its #52 holding.
  • Sheets Smith Investment Management first reported a position in Palomar in Q4 2024 and has held it in 4 quarters since.
  • Sheets Smith Investment Management's Palomar position peaked at $2.32M in Q2 2025.
  • 351 funds tracked by Wall St. Rank held Palomar as of Q3 2025.

Based on Sheets Smith Investment Management's 13F filing for Q3 2025, filed 8 Oct 2025.