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Trillium Asset Management’s Palomar PLMR Stock Holding History

Trillium Asset 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
2026
Q2 		$4.37M Buy
34,537
+11,354
+49% +$1.34M 0.13% 125
2026
Q1 		$3.02M Sell
23,183
-2,016
-8% -$252K 0.1% 138
2025
Q4 		$3.53M Sell
25,199
-5,120
-17% -$625K 0.11% 130
2025
Q3 		$3.54M Sell
30,319
-628
-2% -$79.6K 0.09% 137
2025
Q2 		$4.77M Sell
30,947
-12,289
-28% -$1.9M 0.13% 123
2025
Q1 		$5.93M Sell
43,236
-321
-0.7% -$38K 0.17% 120
2024
Q4 		$4.6M Buy
+43,557
New +$4.42M 0.12% 139

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
JT
Jupiter Topco New York $245B AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return

Trillium Asset Management's PLMR Position: Q2 2026 in Review

Trillium Asset Management increased its Palomar (PLMR) stake by 49% in Q2 2026, buying an estimated $1.34M and bringing the position to 34,537 shares worth $4.37M. The position accounts for 0.13% of the portfolio, ranked #125.

Trillium Asset Management first reported a position in PLMR in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.93M in Q1 2025. 341 funds tracked by Wall St. Rank hold PLMR as of Q2 2026.

  • Trillium Asset Management held 34,537 shares of Palomar worth $4.37M as of Q2 2026.
  • Trillium Asset Management bought 11,354 Palomar shares in Q2 2026, an estimated $1.34M.
  • Palomar made up 0.13% of Trillium Asset Management's portfolio in Q2 2026, its #125 holding.
  • Trillium Asset Management first reported a position in Palomar in Q4 2024 and has held it in 7 quarters since.
  • Trillium Asset Management's Palomar position peaked at $5.93M in Q1 2025.
  • 341 funds tracked by Wall St. Rank held Palomar as of Q2 2026.

Based on Trillium Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.