DiNuzzo Private Wealth’s Palomar PLMR Stock Holding History

DiNuzzo Private Wealth’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 Q3	$740	Hold	6	–	–	﹤0.01%	976
2026 Q2	$759	Hold	6	–	–	﹤0.01%	981
2026 Q1	$717	Hold	6	–	–	﹤0.01%	980
2025 Q4	$809	Hold	6	–	–	﹤0.01%	938
2025 Q3	$739	Hold	6	–	–	﹤0.01%	977
2025 Q2	$926	Hold	6	–	–	﹤0.01%	878
2025 Q1	$823	Hold	6	–	–	﹤0.01%	890
2024 Q4	$634	Hold	6	–	–	﹤0.01%	997
2024 Q3	$569	Buy	6 +1	+20%	+$92	﹤0.01%	1062
2024 Q2	$406	Buy	5 +1	+25%	+$81	﹤0.01%	1109
2024 Q1	$336	Hold	4	–	–	﹤0.01%	1101
2023 Q4	$222	Buy	+4	New	+$224	﹤0.01%	1205

Other funds holding PLMR

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Moody Aldrich Partners Marblehead, Massachusetts $523M AUM 75.24% 1-Year Est. Return

Hunter Associates Investment Management Pittsburgh, Pennsylvania $860M AUM 22.54% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

PVG Asset Management Golden, Colorado $147M AUM 52.72% 1-Year Est. Return

Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return

DiNuzzo Private Wealth's PLMR Position: Q3 2026 in Review

DiNuzzo Private Wealth held its Palomar (PLMR) position steady in Q3 2026 at 6 shares worth $740. The position accounts for ﹤0.01% of the portfolio, ranked #976.

DiNuzzo Private Wealth first reported a position in PLMR in Q4 2023 and has held it in 12 quarters since. The position peaked at $926 in Q2 2025. 79 funds tracked by Wall St. Rank hold PLMR as of Q3 2026.

DiNuzzo Private Wealth held 6 shares of Palomar worth $740 as of Q3 2026.
DiNuzzo Private Wealth left its Palomar share count unchanged in Q3 2026.
Palomar made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #976 holding.
DiNuzzo Private Wealth first reported a position in Palomar in Q4 2023 and has held it in 12 quarters since.
DiNuzzo Private Wealth's Palomar position peaked at $926 in Q2 2025.
79 funds tracked by Wall St. Rank held Palomar as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.