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Palomar Hldgs shares owned by Measured Wealth Private Client Group

Quarter-by-quarter ownership of Palomar Hldgs (PLMR) shares owned by Measured Wealth Private Client Group from 13F filings

Historical chart of Measured Wealth Private Client Group investment in Palomar Hldgs

Tip: Access up to 7 years of quarterly data

All positions including Palomar Hldgs held by Measured Wealth Private Client Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Palomar Hldgs by Measured Wealth Private Client Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $184k 1.6k 116.75
2025-06-30 $566k 3.7k 154.25
2025-03-31 $459k 3.3k 137.08

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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Gold Tr Gold Shs (GLD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Select Sector Spdr Tr Technology (XLK)
United Parcel Service CL B (UPS)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Select Sector Spdr Tr Communication (XLC)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr U.s. Real Es Etf (IYR)

View all positions for Measured Wealth Private Client Group

Top funds holding Palomar Hldgs

BlackRock
Vanguard Group
State Street Corporation
Westfield Capital Management Company
Invesco
Geode Capital Management
Dimensional Fund Advisors
Stephens Investment Management Group
Sumitomo Mitsui Trust Holdings
American Century Companies
Champlain Investment Partners
Morgan Stanley
Federated Investors
Emerald Advisers
Handelsbanken Fonder AB

View all funds holding Palomar Hldgs