YIH
PLMR icon

Y-Intercept (HK)’s Palomar PLMR Stock Holding History

Y-Intercept (HK)’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 		$699K Buy
+5,529
New +$651K 0.01% 1198
2025
Q4 		– Sell
-36,496
Closed -$4.26M – 1902
2025
Q3 		$4.26M Buy
36,496
+29,669
+435% +$3.76M 0.1% 257
2025
Q2 		$1.05M Buy
+6,827
New +$1.06M 0.03% 913
2025
Q1 		– Sell
-2,451
Closed -$259K – 1521
2024
Q4 		$259K Sell
2,451
-2,511
-51% -$255K 0.02% 975
2024
Q3 		$470K Sell
4,962
-369
-7% -$34K 0.03% 800
2024
Q2 		$433K Buy
+5,331
New +$434K 0.02% 885
2024
Q1 		– Sell
-8,056
Closed -$447K – 1674
2023
Q4 		$447K Buy
8,056
+3,100
+63% +$173K 0.04% 652
2023
Q3 		$252K Buy
+4,956
New +$271K 0.02% 831
2023
Q1 		– Sell
-8,673
Closed -$392K – 1453
2022
Q4 		$392K Buy
+8,673
New +$591K 0.06% 531

Other funds holding PLMR

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return