Back to PLMR
Outlook Wealth Advisors, LLC → PLMR
Outlook Wealth Advisors, LLC PLMR Position History
Palomar Holdings, Inc. • Insurance
Quarters held
5
Latest value
$216K
Q3 2026
Peak value
$268K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $226K |
| Q4 2025 | $268K |
| Q1 2026 | $239K |
| Q2 2026 | $255K |
| Q3 2026 | $216K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $216K | 1.8K | — | — |
| Q2 2026 | $255K | 2.0K | — | — |
| Q1 2026 | $239K | 2.0K | — | — |
| Q4 2025 | $268K | 2.0K | — | — |
| Q3 2025 | $226K | 1.9K | — | — |
Other funds holding PLMR
$224.2M
$141.9M
$141.9M
$126.9M
$65.6M