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Toth Financial Advisory’s Palomar PLMR Stock Holding History

Toth Financial 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
2025
Q3 		– Sell
-3,625
Closed -$559K – 814
2025
Q2 		$559K Sell
3,625
-4,000
-52% -$619K 0.07% 152
2025
Q1 		$1.05M Buy
7,625
+275
+4% +$32.6K 0.13% 120
2024
Q4 		$776K Hold
7,350
– – 0.09% 135
2024
Q3 		$696K Buy
7,350
+3,350
+84% +$309K 0.08% 146
2024
Q2 		$325K Buy
+4,000
New +$326K 0.04% 181
2020
Q4 		– Sell
-4,500
Closed -$469K – 624
2020
Q3 		$469K Hold
4,500
– – 0.09% 134
2020
Q2 		$386K Buy
+4,500
New +$299K 0.08% 132

Other funds holding PLMR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Toth Financial Advisory's PLMR Position: Q3 2025 in Review

Toth Financial Advisory sold out of Palomar (PLMR) in Q3 2025, closing a stake of 3,625 shares — an estimated $559K sold.

Toth Financial Advisory first reported a position in PLMR in Q2 2020 and held it in 7 quarters. The position peaked at $1.05M in Q1 2025. 351 funds tracked by Wall St. Rank hold PLMR as of Q3 2025.

  • Toth Financial Advisory reported no remaining Palomar position as of Q3 2025 after selling out during the quarter.
  • Toth Financial Advisory sold 3,625 Palomar shares in Q3 2025, an estimated $559K.
  • Toth Financial Advisory first reported a position in Palomar in Q2 2020 and held it in 7 quarters.
  • Toth Financial Advisory's Palomar position peaked at $1.05M in Q1 2025.
  • 351 funds tracked by Wall St. Rank held Palomar as of Q3 2025.

Based on Toth Financial Advisory's 13F filing for Q3 2025, filed 9 Oct 2025.