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Venturi Wealth Management’s Palomar PLMR Stock Holding History

Venturi Wealth 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
2025
Q1 		– Sell
-52
Closed -$5.49K – 1493
2024
Q4 		$5.49K Buy
+52
New +$5.27K ﹤0.01% 1626

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Venturi Wealth Management's PLMR Position: Q1 2025 in Review

Venturi Wealth Management sold out of Palomar (PLMR) in Q1 2025, closing a stake of 52 shares — an estimated $5.49K sold.

Venturi Wealth Management first reported a position in PLMR in Q4 2024 and held it in 1 quarter. The position peaked at $5.49K in Q4 2024. 336 funds tracked by Wall St. Rank hold PLMR as of Q1 2025.

  • Venturi Wealth Management reported no remaining Palomar position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 52 Palomar shares in Q1 2025, an estimated $5.49K.
  • Venturi Wealth Management first reported a position in Palomar in Q4 2024 and held it in 1 quarter.
  • Venturi Wealth Management's Palomar position peaked at $5.49K in Q4 2024.
  • 336 funds tracked by Wall St. Rank held Palomar as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.