SPIA
PLMR icon

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
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 – 7327
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 $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 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