Moran Wealth Management, LLC
- SEC CIK
- 0001965334
- Latest filing
- Aug 5, 2026
PLMR holding history
Palomar Holdings, Inc. in every 13F filed by Moran Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
PLMR overviewAll 13F holders of PLMRFull Q2 2026 holdings
- Shares (Q2 2026)
- 16,473
- Value
- $2.08M
- % of portfolio
- 0.1%
- Quarters held
- 7
- Since Q3 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 16,473 | $2.08M | 0.1% | −1,220−6.9% | Reduced | Holders |
| Q1 2026 | 17,693 | $2.11M | 0.1% | −660−3.6% | Reduced | Holders |
| Q4 2025 | 18,353 | $2.47M | 0.1% | +18,353 | New | Holders |
| Q3 2025 | 0 | $0 | 0.0% | −5,768−100.0% | Sold out | Holders |
| Q2 2025 | 5,768 | $889.7K | <0.1% | −289−4.8% | Reduced | Holders |
| Q1 2025 | 6,057 | $830.3K | <0.1% | −103−1.7% | Reduced | Holders |
| Q4 2024 | 6,160 | $650.4K | <0.1% | +378+6.5% | Added | Holders |
| Q3 2024 | 5,782 | $547.4K | <0.1% | +5,782 | New | Holders |