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Creative Planning PLMR Position History
Palomar Holdings, Inc. • Insurance
Quarters held
8
Latest value
$3.4M
Q3 2026
Peak value
$3.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $18K |
| Q3 2025 | $1.2M |
| Q4 2025 | $2.6M |
| Q1 2026 | $2.2M |
| Q2 2026 | $39K |
| Q2 2026 | $2M |
| Q3 2026 | $60K |
| Q3 2026 | $3.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.4M | 27.8K | — | — |
| Q3 2026 | $60K | 490 | — | — |
| Q2 2026 | $2M | 15.9K | — | — |
| Q2 2026 | $39K | 306 | — | — |
| Q1 2026 | $2.2M | 18.7K | — | — |
| Q4 2025 | $2.6M | 19.1K | — | — |
| Q3 2025 | $1.2M | 10.6K | — | — |
| Q3 2025 | $18K | 157 | — | — |
Other funds holding PLMR
$224.2M
$141.9M
$141.9M
$126.9M