Moody Aldrich Exits PLMR Stake: $8.2M Shift

The fund’s decision to divest its entire holding in Palomar Holdings during Q3 2025 speaks to the cold arithmetic of portfolio management. With shares trading at $115.34-a 9.2% gain year-to-date but trailing the S&P 500 by 5.5 percentage points-the move reads less as a verdict on the company’s future and more as a rebalancing of risk. Yet for the workers who service Palomar’s earthquake and hurricane policies, such shifts often arrive like thunder in a field of wheat: sudden, loud, and indifferent to their labor.






