Dynamic Technology Lab’s Palomar PLMR Stock Holding History

Dynamic Technology Lab’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
2025 Q4	–	Sell	-6,140	Closed	-$717K	–	1018
2025 Q3	$717K	Sell	6,140 -165	-3%	-$20.9K	0.12%	284
2025 Q2	$973K	Buy	6,305 +4,015	+175%	+$622K	0.13%	249
2025 Q1	$314K	Buy	+2,290	New	+$271K	0.05%	688
2024 Q4	–	Sell	-5,735	Closed	-$543K	–	1267
2024 Q3	$543K	Buy	+5,735	New	+$528K	0.06%	540
2024 Q1	–	Sell	-19,117	Closed	-$1.06M	–	1342
2023 Q4	$1.06M	Buy	19,117 +12,157	+175%	+$680K	0.11%	304
2023 Q3	$353K	Buy	+6,960	New	+$381K	0.04%	596
2023 Q1	–	Sell	-9,422	Closed	-$425K	–	1423
2022 Q4	$425K	Buy	+9,422	New	+$642K	0.04%	644
2022 Q3	–	Sell	-11,410	Closed	-$735K	–	1436
2022 Q2	$735K	Sell	11,410 -2,480	-18%	-$150K	0.08%	431
2022 Q1	$889K	Buy	+13,890	New	+$789K	0.1%	339
2021 Q2	–	Sell	-7,667	Closed	-$514K	–	1429
2021 Q1	$514K	Buy	+7,667	New	+$688K	0.06%	554

Other funds holding PLMR

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Westfield Capital Management

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

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

Invesco Atlanta, Georgia $653B AUM 32.41% 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