Yarbrough Capital’s Palomar PLMR Stock Holding History

Yarbrough Capital’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	$214K	Hold	1,693	–	–	0.01%	85
2026 Q1	$202K	Sell	1,693 -3,658	-68%	-$457K	0.01%	84
2025 Q4	$721K	Hold	5,351	–	–	0.02%	100
2025 Q3	$625K	Hold	5,351	–	–	0.02%	109
2025 Q2	$825K	Hold	5,351	–	–	0.03%	103
2025 Q1	$734K	Hold	5,351	–	–	0.03%	111
2024 Q4	$565K	Hold	5,351	–	–	0.02%	128
2024 Q3	$507K	Hold	5,351	–	–	0.02%	133
2024 Q2	$434K	Hold	5,351	–	–	0.02%	139
2024 Q1	$449K	Hold	5,351	–	–	0.02%	142
2023 Q4	$297K	Hold	5,351	–	–	0.02%	180
2023 Q3	$272K	Sell	5,351 -4,915	-48%	-$269K	0.02%	185
2023 Q2	$596K	Hold	10,266	–	–	0.03%	122
2023 Q1	$567K	Hold	10,266	–	–	0.05%	118
2022 Q4	$464K	Hold	10,266	–	–	0.04%	106
2022 Q3	$859K	Hold	10,266	–	–	0.07%	90
2022 Q2	$661K	Sell	10,266 -2,567	-20%	-$155K	0.05%	96
2022 Q1	$821K	Buy	12,833 +2,567	+25%	+$146K	0.05%	109
2021 Q4	$665K	Buy	+10,266	New	+$799K	0.04%	127

Other funds holding PLMR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jupiter Topco New York $245B AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Yarbrough Capital's PLMR Position: Q2 2026 in Review

Yarbrough Capital held its Palomar (PLMR) position steady in Q2 2026 at 1,693 shares worth $214K. The position accounts for 0.01% of the portfolio, ranked #85.

Yarbrough Capital first reported a position in PLMR in Q4 2021 and has held it in 19 quarters since. The position peaked at $859K in Q3 2022. 341 funds tracked by Wall St. Rank hold PLMR as of Q2 2026.

Yarbrough Capital held 1,693 shares of Palomar worth $214K as of Q2 2026.
Yarbrough Capital left its Palomar share count unchanged in Q2 2026.
Palomar made up 0.01% of Yarbrough Capital's portfolio in Q2 2026, its #85 holding.
Yarbrough Capital first reported a position in Palomar in Q4 2021 and has held it in 19 quarters since.
Yarbrough Capital's Palomar position peaked at $859K in Q3 2022.
341 funds tracked by Wall St. Rank held Palomar as of Q2 2026.

Based on Yarbrough Capital's 13F filing for Q2 2026, filed 11 Aug 2026.