SVB Wealth’s Palomar PLMR Stock Holding History

SVB Wealth’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	-22	Closed	-$3.02K	–	1305
2025 Q1	$3.02K	Buy	+22	New	+$2.61K	﹤0.01%	1137

Other funds holding PLMR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 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

SVB Wealth's PLMR Position: Q2 2025 in Review

SVB Wealth sold out of Palomar (PLMR) in Q2 2025, closing a stake of 22 shares — an estimated $3.02K sold.

SVB Wealth first reported a position in PLMR in Q1 2025 and held it in 1 quarter. The position peaked at $3.02K in Q1 2025. 385 funds tracked by Wall St. Rank hold PLMR as of Q2 2025.

SVB Wealth reported no remaining Palomar position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 22 Palomar shares in Q2 2025, an estimated $3.02K.
SVB Wealth first reported a position in Palomar in Q1 2025 and held it in 1 quarter.
SVB Wealth's Palomar position peaked at $3.02K in Q1 2025.
385 funds tracked by Wall St. Rank held Palomar as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.