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Zevenbergen Capital Investments’s Palomar PLMR Stock Holding History

Zevenbergen Capital Investments’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
Q3 		– Sell
-1,450
Closed -$224K – 108
2025
Q2 		$224K Buy
+1,450
New +$225K ﹤0.01% 103

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
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Zevenbergen Capital Investments's PLMR Position: Q3 2025 in Review

Zevenbergen Capital Investments sold out of Palomar (PLMR) in Q3 2025, closing a stake of 1,450 shares — an estimated $224K sold.

Zevenbergen Capital Investments first reported a position in PLMR in Q2 2025 and held it in 1 quarter. The position peaked at $224K in Q2 2025. 351 funds tracked by Wall St. Rank hold PLMR as of Q3 2025.

  • Zevenbergen Capital Investments reported no remaining Palomar position as of Q3 2025 after selling out during the quarter.
  • Zevenbergen Capital Investments sold 1,450 Palomar shares in Q3 2025, an estimated $224K.
  • Zevenbergen Capital Investments first reported a position in Palomar in Q2 2025 and held it in 1 quarter.
  • Zevenbergen Capital Investments's Palomar position peaked at $224K in Q2 2025.
  • 351 funds tracked by Wall St. Rank held Palomar as of Q3 2025.

Based on Zevenbergen Capital Investments's 13F filing for Q3 2025, filed 9 Oct 2025.