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Steward Partners Investment Advisory’s Palomar PLMR Stock Holding History

Steward Partners Investment Advisory’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 		$80.8K Sell
639
-130
-17% -$15.3K ﹤0.01% 2702
2026
Q1 		$91.9K Buy
769
+590
+330% +$73.6K ﹤0.01% 2420
2025
Q4 		$24.1K Hold
179
– – ﹤0.01% 3063
2025
Q3 		$20.9K Buy
179
+159
+795% +$20.2K ﹤0.01% 3074
2025
Q2 		$3.08K Buy
20
+2
+11% +$310 ﹤0.01% 3628
2025
Q1 		$2.47K Hold
18
– – ﹤0.01% 3598
2024
Q4 		$1.9K Buy
+18
New +$1.83K ﹤0.01% 3645
2021
Q2 		– Sell
-100
Closed -$6.7K – 7326
2021
Q1 		$6.7K Buy
100
+50
+100% +$4.49K ﹤0.01% 2934
2020
Q4 		$4K Hold
50
– – ﹤0.01% 2577
2020
Q3 		$5K Buy
+50
New +$4.9K ﹤0.01% 2376

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

Steward Partners Investment Advisory's PLMR Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Palomar (PLMR) stake by 17% in Q2 2026, selling an estimated $15.3K and leaving 639 shares worth $80.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2702.

Steward Partners Investment Advisory first reported a position in PLMR in Q3 2020 and has held it in 10 quarters since. The position peaked at $91.9K in Q1 2026. 341 funds tracked by Wall St. Rank hold PLMR as of Q2 2026.

  • Steward Partners Investment Advisory held 639 shares of Palomar worth $80.8K as of Q2 2026.
  • Steward Partners Investment Advisory sold 130 Palomar shares in Q2 2026, an estimated $15.3K.
  • Palomar made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2702 holding.
  • Steward Partners Investment Advisory first reported a position in Palomar in Q3 2020 and has held it in 10 quarters since.
  • Steward Partners Investment Advisory's Palomar position peaked at $91.9K in Q1 2026.
  • 341 funds tracked by Wall St. Rank held Palomar as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.