Palomar Hldgs shares owned by Creative Planning
Quarter-by-quarter ownership of Palomar Hldgs (PLMR) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Palomar Hldgs
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Quarterly reported holdings in Palomar Hldgs by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 11k | 116.75 |
| 2025-06-30 | $1.8M | 12k | 154.25 |
| 2025-03-31 | $1.0M | 7.5k | 137.08 |
| 2024-12-31 | $428k | 4.0k | 105.60 |
| 2024-09-30 | $307k | 3.2k | 94.66 |
| 2024-06-30 | $213k | 2.6k | 81.15 |
| 2024-03-31 | $204k | 2.4k | 83.85 |
| 2023-03-31 | $884 | 16 | 55.25 |