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USA Financial Formulas’s Palomar PLMR Stock Holding History

USA Financial Formulas’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
-659
Closed -$102K – 316
2025
Q2 		$102K Buy
659
+261
+66% +$40.4K 0.02% 173
2025
Q1 		$54.6K Buy
+398
New +$47.2K 0.01% 196
2024
Q3 		– Sell
-272
Closed -$22.1K – 350
2024
Q2 		$22.1K Buy
+272
New +$22.2K ﹤0.01% 266

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

USA Financial Formulas's PLMR Position: Q3 2025 in Review

USA Financial Formulas sold out of Palomar (PLMR) in Q3 2025, closing a stake of 659 shares — an estimated $102K sold.

USA Financial Formulas first reported a position in PLMR in Q2 2024 and held it in 3 quarters. The position peaked at $102K in Q2 2025. 351 funds tracked by Wall St. Rank hold PLMR as of Q3 2025.

  • USA Financial Formulas reported no remaining Palomar position as of Q3 2025 after selling out during the quarter.
  • USA Financial Formulas sold 659 Palomar shares in Q3 2025, an estimated $102K.
  • USA Financial Formulas first reported a position in Palomar in Q2 2024 and held it in 3 quarters.
  • USA Financial Formulas's Palomar position peaked at $102K in Q2 2025.
  • 351 funds tracked by Wall St. Rank held Palomar as of Q3 2025.

Based on USA Financial Formulas's 13F filing for Q3 2025, filed 10 Oct 2025.