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Spire Wealth Management’s Palomar PLMR Stock Holding History

Spire Wealth 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
Q2 		– Sell
-6,682
Closed -$916K – 2514
2025
Q1 		$916K Buy
+6,682
New +$792K 0.03% 421

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Spire Wealth Management's PLMR Position: Q2 2025 in Review

Spire Wealth Management sold out of Palomar (PLMR) in Q2 2025, closing a stake of 6,682 shares — an estimated $916K sold.

Spire Wealth Management first reported a position in PLMR in Q1 2025 and held it in 1 quarter. The position peaked at $916K in Q1 2025. 385 funds tracked by Wall St. Rank hold PLMR as of Q2 2025.

  • Spire Wealth Management reported no remaining Palomar position as of Q2 2025 after selling out during the quarter.
  • Spire Wealth Management sold 6,682 Palomar shares in Q2 2025, an estimated $916K.
  • Spire Wealth Management first reported a position in Palomar in Q1 2025 and held it in 1 quarter.
  • Spire Wealth Management's Palomar position peaked at $916K in Q1 2025.
  • 385 funds tracked by Wall St. Rank held Palomar as of Q2 2025.

Based on Spire Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.