Truist Financial
PLMR icon

Truist Financial’s Palomar PLMR Stock Holding History

Truist Financial’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 		$234K Sell
1,962
-1,068
-35% -$133K ﹤0.01% 2553
2025
Q4 		$408K Sell
3,030
-853
-22% -$104K ﹤0.01% 2156
2025
Q3 		$453K Buy
3,883
+1,279
+49% +$162K ﹤0.01% 2090
2025
Q2 		$402K Sell
2,604
-1,394
-35% -$216K ﹤0.01% 2054
2025
Q1 		$548K Sell
3,998
-1,116
-22% -$132K ﹤0.01% 1817
2024
Q4 		$540K Sell
5,114
-47
-0.9% -$4.77K ﹤0.01% 1835
2024
Q3 		$489K Sell
5,161
-515
-9% -$47.5K ﹤0.01% 1888
2024
Q2 		$461K Buy
+5,676
New +$463K ﹤0.01% 2020
2020
Q3 		– Sell
-205
Closed -$18K – 2527
2020
Q2 		$18K Buy
+205
New +$13.6K ﹤0.01% 2368

Other funds holding PLMR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 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