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Waverly Advisors’s Palomar PLMR Stock Holding History

Waverly Advisors’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 		$8.65M Sell
68,424
-2,107
-3% -$248K 0.05% 322
2026
Q1 		$8.43M Sell
70,531
-2,296
-3% -$287K 0.06% 297
2025
Q4 		$9.81M Buy
72,827
+4,302
+6% +$525K 0.08% 241
2025
Q3 		$8M Sell
68,525
-481
-0.7% -$61K 0.08% 236
2025
Q2 		$10.6M Sell
69,006
-775
-1% -$120K 0.12% 180
2025
Q1 		$9.57M Buy
+69,781
New +$8.27M 0.12% 188

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

Waverly Advisors's PLMR Position: Q2 2026 in Review

Waverly Advisors reduced its Palomar (PLMR) stake by 3% in Q2 2026, selling an estimated $248K and leaving 68,424 shares worth $8.65M. The position accounts for 0.05% of the portfolio, ranked #322.

Waverly Advisors first reported a position in PLMR in Q1 2025 and has held it in 6 quarters since. The position peaked at $10.6M in Q2 2025. 341 funds tracked by Wall St. Rank hold PLMR as of Q2 2026.

  • Waverly Advisors held 68,424 shares of Palomar worth $8.65M as of Q2 2026.
  • Waverly Advisors sold 2,107 Palomar shares in Q2 2026, an estimated $248K.
  • Palomar made up 0.05% of Waverly Advisors's portfolio in Q2 2026, its #322 holding.
  • Waverly Advisors first reported a position in Palomar in Q1 2025 and has held it in 6 quarters since.
  • Waverly Advisors's Palomar position peaked at $10.6M in Q2 2025.
  • 341 funds tracked by Wall St. Rank held Palomar as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.