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Tortoise Investment Management’s Palomar PLMR Stock Holding History

Tortoise Investment Management’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
Q4 		– Sell
-1
Closed -$117 – 1113
2025
Q3 		$117 Sell
1
-1
-50% -$127 ﹤0.01% 1356
2025
Q2 		$309 Buy
+2
New +$310 ﹤0.01% 1159

Other funds holding PLMR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Tortoise Investment Management's PLMR Position: Q4 2025 in Review

Tortoise Investment Management sold out of Palomar (PLMR) in Q4 2025, closing a stake of 1 share — an estimated $117 sold.

Tortoise Investment Management first reported a position in PLMR in Q2 2025 and held it in 2 quarters. The position peaked at $309 in Q2 2025. 340 funds tracked by Wall St. Rank hold PLMR as of Q4 2025.

  • Tortoise Investment Management reported no remaining Palomar position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 1 Palomar share in Q4 2025, an estimated $117.
  • Tortoise Investment Management first reported a position in Palomar in Q2 2025 and held it in 2 quarters.
  • Tortoise Investment Management's Palomar position peaked at $309 in Q2 2025.
  • 340 funds tracked by Wall St. Rank held Palomar as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.