Envestnet Asset Management Inc Palomar Holdings, Inc. Transaction History

Envestnet Asset Management Inc

$302 Billion
Q4 2024

A detailed history of Envestnet Asset Management Inc transactions in Palomar Holdings, Inc. stock. As of the latest transaction made, Envestnet Asset Management Inc holds 40,688 shares of PLMR stock, worth $4.84 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

40,688

Previous 31,652 28.55%

Holding current value

$4.84 Million

Previous $3 Million 43.39%

% of portfolio

0.0%

Previous 0.0%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$88.38 - $112.17 $798,601 - $1.01 Million	9,036 Added 28.55%	40,688 $4.3 Million
Q3 2024 Nov 06, 2024	BUY	$80.39 - $99.22 $62,864 - $77,590	782 Added 2.53%	31,652 $3 Million
Q2 2024 Aug 08, 2024	BUY	$74.41 - $87.1 $420,118 - $491,766	5,646 Added 22.38%	30,870 $2.51 Million
Q1 2024 May 13, 2024	BUY	$56.1 - $84.25 $751,852 - $1.13 Million	13,402 Added 113.36%	25,224 $2.11 Million
Q4 2023 Feb 13, 2024	SELL	$48.58 - $63.37 $145,497 - $189,793	-2,995 Reduced 20.21%	11,822 $656,000
Q3 2023 Nov 13, 2023	BUY	$48.79 - $60.69 $140,515 - $174,787	2,880 Added 24.13%	14,817 $751,000
Q2 2023 Aug 04, 2023	SELL	$47.03 - $60.16 $11,287 - $14,438	-240 Reduced 1.97%	11,937 $692,000
Q1 2023 May 11, 2023	BUY	$46.51 - $61.04 $65,253 - $85,639	1,403 Added 13.02%	12,177 $672,000
Q4 2022 Feb 07, 2023	SELL	$44.28 - $94.49 $15,985 - $34,110	-361 Reduced 3.24%	10,774 $486,000
Q3 2022 Nov 10, 2022	SELL	$54.16 - $89.54 $65,804 - $108,791	-1,215 Reduced 9.84%	11,135 $932,000
Q2 2022 Aug 03, 2022	BUY	$51.18 - $68.99 $86,391 - $116,455	1,688 Added 15.83%	12,350 $795,000
Q1 2022 May 04, 2022	BUY	$45.86 - $64.49 $91,169 - $128,206	1,988 Added 22.92%	10,662 $682,000
Q4 2021 Feb 04, 2022	BUY	$60.58 - $95.86 $65,123 - $103,049	1,075 Added 14.15%	8,674 $562,000
Q3 2021 Oct 07, 2021	BUY	$71.0 - $93.8 $58,788 - $77,666	828 Added 12.23%	7,599 $614,000
Q2 2021 Aug 04, 2021	SELL	$62.95 - $79.88 $225,423 - $286,050	-3,581 Reduced 34.59%	6,771 $511,000
Q1 2021 May 04, 2021	BUY	$62.35 - $112.49 $34,728 - $62,656	557 Added 5.69%	10,352 $694,000
Q4 2020 Feb 02, 2021	BUY	$65.9 - $108.84 $336,221 - $555,301	5,102 Added 108.72%	9,795 $870,000
Q3 2020 Oct 09, 2020	BUY	$80.35 - $119.24 $69,181 - $102,665	861 Added 22.47%	4,693 $489,000
Q2 2020 Jul 08, 2020	BUY	$48.99 - $85.76 $187,729 - $328,632	3,832 New	3,832 $329,000

Others Institutions Holding PLMR

# of Institutions

287

Shares Held

23.8M

Call Options Held

37.1K

Put Options Held

14.1K

View Full List

About Palomar Holdings, Inc.

Ticker PLMR
Exchange NASDAQ
Sector Financial Services
Industry Insurance—Property & Casualty
Shares Outstandng 25,246,100
Market Cap $3.01B
Description
Palomar Holdings, Inc., an insurance holding company, provides specialty property insurance to residential and commercial customers. The company offers personal and commercial specialty property insurance products, including residential and commercial earthquake, commercial all risk, specialty homeowners, inland marine, Hawaii hurricane, and res...

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Envestnet Asset Management Inc Palomar Holdings, Inc. Transaction History