UBS AM’s Palomar PLMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.16M | Buy |
68,322
+1,712
| +3% | +$214K | ﹤0.01% | 1309 |
|
|
2025
Q4 | $8.98M | Buy |
66,610
+672
| +1% | +$82K | ﹤0.01% | 1171 |
|
|
2025
Q3 | $7.7M | Sell |
65,938
-41,676
| -39% | -$5.28M | ﹤0.01% | 1169 |
|
|
2025
Q2 | $16.6M | Buy |
107,614
+34,953
| +48% | +$5.41M | ﹤0.01% | 1121 |
|
|
2025
Q1 | $9.96M | Buy |
72,661
+7,754
| +12% | +$919K | ﹤0.01% | 1226 |
|
|
2024
Q4 | $6.85M | Buy |
64,907
+14,965
| +30% | +$1.52M | ﹤0.01% | 1447 |
|
|
2024
Q3 | $4.73M | Sell |
49,942
-1,727
| -3% | -$159K | ﹤0.01% | 1606 |
|
|
2024
Q2 | $4.19M | Buy |
51,669
+34,016
| +193% | +$2.77M | ﹤0.01% | 1591 |
|
|
2024
Q1 | $1.48M | Hold |
17,653
| – | – | ﹤0.01% | 1824 |
|
|
2023
Q4 | $980K | Sell |
17,653
-5,876
| -25% | -$329K | ﹤0.01% | 2026 |
|
|
2023
Q3 | $1.19M | Hold |
23,529
| – | – | ﹤0.01% | 1865 |
|
|
2023
Q2 | $1.3M | Hold |
23,529
| – | – | ﹤0.01% | 1882 |
|
|
2023
Q1 | $1.3M | Sell |
23,529
-2,881
| -11% | -$154K | ﹤0.01% | 1882 |
|
|
2022
Q4 | $1.19M | Buy |
26,410
+1,828
| +7% | +$125K | ﹤0.01% | 1772 |
|
|
2022
Q3 | $2.06M | Hold |
24,582
| – | – | ﹤0.01% | 1581 |
|
|
2022
Q2 | $1.58M | Sell |
24,582
-483
| -2% | -$29.2K | ﹤0.01% | 1724 |
|
|
2022
Q1 | $1.6M | Hold |
25,065
| – | – | ﹤0.01% | 1906 |
|
|
2021
Q4 | $1.62M | Hold |
25,065
| – | – | ﹤0.01% | 1965 |
|
|
2021
Q3 | $2.03M | Sell |
25,065
-370
| -1% | -$30.6K | ﹤0.01% | 1829 |
|
|
2021
Q2 | $1.92M | Sell |
25,435
-870
| -3% | -$62.7K | ﹤0.01% | 1869 |
|
|
2021
Q1 | $1.76M | Sell |
26,305
-1,000
| -4% | -$89.7K | ﹤0.01% | 1806 |
|
|
2020
Q4 | $2.43M | Buy |
27,305
+8,466
| +45% | +$712K | ﹤0.01% | 1601 |
|
|
2020
Q3 | $1.96M | Buy |
18,839
+4,881
| +35% | +$479K | ﹤0.01% | 1550 |
|
|
2020
Q2 | $1.2M | Buy |
13,958
+2,558
| +22% | +$170K | ﹤0.01% | 1725 |
|
|
2020
Q1 | $663K | Buy |
+11,400
| New | +$596K | ﹤0.01% | 1858 |
|
Other funds holding PLMR
VPM
VCM
SIMG
