SGI
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Summit Global Investments’s Palomar PLMR Stock Holding History

Summit Global Investments’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 		– Sell
-4,646
Closed -$626K – 520
2025
Q4 		$626K Buy
4,646
+79
+2% +$9.64K 0.04% 272
2025
Q3 		$533K Buy
+4,567
New +$579K 0.03% 284
2025
Q1 		– Sell
-2,814
Closed -$297K – 548
2024
Q4 		$297K Buy
2,814
+63
+2% +$6.39K 0.02% 449
2024
Q3 		$260K Buy
+2,751
New +$253K 0.02% 451
2023
Q1 		– Sell
-7,900
Closed -$357K – 562
2022
Q4 		$357K Hold
7,900
– – 0.03% 376
2022
Q3 		$661K Buy
7,900
+4,200
+114% +$308K 0.06% 265
2022
Q2 		$238K Buy
+3,700
New +$223K 0.02% 431

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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Summit Global Investments's PLMR Position: Q1 2026 in Review

Summit Global Investments sold out of Palomar (PLMR) in Q1 2026, closing a stake of 4,646 shares — an estimated $626K sold.

Summit Global Investments first reported a position in PLMR in Q2 2022 and held it in 7 quarters. The position peaked at $661K in Q3 2022. 343 funds tracked by Wall St. Rank hold PLMR as of Q1 2026.

  • Summit Global Investments reported no remaining Palomar position as of Q1 2026 after selling out during the quarter.
  • Summit Global Investments sold 4,646 Palomar shares in Q1 2026, an estimated $626K.
  • Summit Global Investments first reported a position in Palomar in Q2 2022 and held it in 7 quarters.
  • Summit Global Investments's Palomar position peaked at $661K in Q3 2022.
  • 343 funds tracked by Wall St. Rank held Palomar as of Q1 2026.

Based on Summit Global Investments's 13F filing for Q1 2026, filed 7 May 2026.