Palomar Hldgs shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of Palomar Hldgs (PLMR) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial Advisors investment in Palomar Hldgs
Tip: Access up to 7 years of quarterly data
All positions including Palomar Hldgs held by Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Palomar Hldgs by Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.2M | 8.6k | 134.76 |
| 2025-09-30 | $885k | 7.6k | 116.75 |
| 2025-06-30 | $1.1M | 6.9k | 154.25 |
| 2025-03-31 | $892k | 6.5k | 137.08 |
| 2024-12-31 | $793k | 7.5k | 105.59 |
| 2024-09-30 | $519k | 5.5k | 94.67 |
| 2024-06-30 | $472k | 5.8k | 81.15 |
| 2024-03-31 | $1.0M | 12k | 83.83 |
| 2023-12-31 | $2.7M | 49k | 55.50 |
| 2023-09-30 | $2.7M | 54k | 50.75 |
| 2023-06-30 | $1.0M | 17k | 58.04 |
| 2022-06-30 | $5.0k | 71 | 70.42 |
| 2022-03-31 | $4.0k | 67 | 59.70 |
| 2021-12-31 | $3.0k | 40 | 75.00 |
| 2021-09-30 | $11k | 138 | 79.71 |
| 2021-06-30 | $10k | 133 | 75.19 |
| 2021-03-31 | $9.0k | 127 | 70.87 |
| 2020-12-31 | $4.0k | 40 | 100.00 |
More positions owned by Captrust Financial Advisors
View all positions for Captrust Financial Advisors