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Stonebridge Financial Group (Pennsylvania)’s Palomar PLMR Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
-1
Closed -$137 – 742
2025
Q1 		$137 Buy
+1
New +$118 ﹤0.01% 958

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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

Stonebridge Financial Group (Pennsylvania)'s PLMR Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of Palomar (PLMR) in Q2 2025, closing a stake of 1 share — an estimated $137 sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in PLMR in Q1 2025 and held it in 1 quarter. The position peaked at $137 in Q1 2025. 385 funds tracked by Wall St. Rank hold PLMR as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Palomar position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 1 Palomar share in Q2 2025, an estimated $137.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Palomar in Q1 2025 and held it in 1 quarter.
  • Stonebridge Financial Group (Pennsylvania)'s Palomar position peaked at $137 in Q1 2025.
  • 385 funds tracked by Wall St. Rank held Palomar as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.