Wipfli Financial Advisors’s Palomar PLMR Stock Holding History

Wipfli Financial 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
2022 Q3	$13K	Buy	+157	New	+$11.5K	﹤0.01%	1756

Other funds holding PLMR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

SDJVC

St. Denis J. Villere & Co New Orleans, Louisiana $907M AUM 10.61% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wipfli Financial Advisors's PLMR Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Palomar (PLMR) in Q3 2022: 157 shares worth $13K. The stake represents ﹤0.01% of the portfolio and ranks #1756 among its holdings.

186 funds tracked by Wall St. Rank hold PLMR as of Q3 2022.

Wipfli Financial Advisors held 157 shares of Palomar worth $13K as of Q3 2022.
Palomar was a new Wipfli Financial Advisors position in Q3 2022.
Palomar made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1756 holding.
186 funds tracked by Wall St. Rank held Palomar as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.