Crossmark Global Holdings’s Palomar PLMR Stock Holding History

Crossmark Global Holdings’s Portfolio PLMR Stock Details PLMR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$219K	Buy	1,831 +2	+0.1%	+$250	﹤0.01%	1162
2025 Q4	$246K	Buy	1,829 +4	+0.2%	+$488	﹤0.01%	1105
2025 Q3	$213K	Sell	1,825 -328	-15%	-$41.6K	﹤0.01%	1227
2025 Q2	$332K	Buy	2,153 +227	+12%	+$35.1K	0.01%	1053
2025 Q1	$264K	Sell	1,926 -29	-1%	-$3.44K	﹤0.01%	1144
2024 Q4	$206K	Buy	+1,955	New	+$198K	﹤0.01%	1201
2021 Q4	–	Sell	-6,870	Closed	-$555K	–	1444
2021 Q3	$555K	Sell	6,870 -190	-3%	-$15.7K	0.01%	869
2021 Q2	$533K	Hold	7,060	–	–	0.01%	887
2021 Q1	$473K	Sell	7,060 -60	-0.8%	-$5.38K	0.01%	930
2020 Q4	$633K	Buy	7,120 +2,760	+63%	+$232K	0.02%	746
2020 Q3	$454K	Buy	4,360 +460	+12%	+$45.1K	0.01%	813
2020 Q2	$334K	Buy	+3,900	New	+$259K	0.01%	953

Other funds holding PLMR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Westfield Capital Management

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Sumitomo Mitsui Trust Group

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return