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Significant Wealth Partners’s Palomar PLMR Stock Holding History

Significant Wealth 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
Q2 		$231K Buy
1,825
+68
+4% +$8.01K 0.25% 90
2026
Q1 		$210K Buy
1,757
+41
+2% +$5.12K 0.26% 96
2025
Q4 		$231K Sell
1,716
-1,958
-53% -$239K 0.26% 53
2025
Q3 		$429K Buy
3,674
+972
+36% +$123K 0.21% 51
2025
Q2 		$417K Sell
2,702
-1,126
-29% -$174K 0.2% 44
2025
Q1 		$525K Buy
3,828
+517
+16% +$61.3K 0.27% 25
2024
Q4 		$350K Buy
+3,311
New +$336K 0.18% 41

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

Significant Wealth Partners's PLMR Position: Q2 2026 in Review

Significant Wealth Partners increased its Palomar (PLMR) stake by 3.9% in Q2 2026, buying an estimated $8.01K and bringing the position to 1,825 shares worth $231K. The position accounts for 0.25% of the portfolio, ranked #90.

Significant Wealth Partners first reported a position in PLMR in Q4 2024 and has held it in 7 quarters since. The position peaked at $525K in Q1 2025. 341 funds tracked by Wall St. Rank hold PLMR as of Q2 2026.

  • Significant Wealth Partners held 1,825 shares of Palomar worth $231K as of Q2 2026.
  • Significant Wealth Partners bought 68 Palomar shares in Q2 2026, an estimated $8.01K.
  • Palomar made up 0.25% of Significant Wealth Partners's portfolio in Q2 2026, its #90 holding.
  • Significant Wealth Partners first reported a position in Palomar in Q4 2024 and has held it in 7 quarters since.
  • Significant Wealth Partners's Palomar position peaked at $525K in Q1 2025.
  • 341 funds tracked by Wall St. Rank held Palomar as of Q2 2026.

Based on Significant Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.