Martingale Asset Management’s Palomar PLMR Stock Holding History

Martingale Asset Management’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	$1.66M	Buy	13,915 +903	+7%	+$113K	0.04%	387
2025 Q4	$1.75M	Buy	13,012 +3	+0%	+$366	0.04%	354
2025 Q3	$1.52M	Hold	13,009	–	–	0.04%	392
2025 Q2	$2.01M	Sell	13,009 -2,505	-16%	-$388K	0.05%	304
2025 Q1	$2.13M	Buy	15,514 +5,905	+61%	+$700K	0.05%	284
2024 Q4	$1.01M	Hold	9,609	–	–	0.02%	472
2024 Q3	$910K	Buy	9,609 +3,000	+45%	+$276K	0.02%	482
2024 Q2	$536K	Buy	6,609 +2	+0%	+$163	0.01%	580
2024 Q1	$554K	Sell	6,607 -1,901	-22%	-$130K	0.01%	599
2023 Q4	$472K	Sell	8,508 -1,204	-12%	-$67.3K	0.01%	625
2023 Q3	$493K	Sell	9,712 -497	-5%	-$27.2K	0.01%	614
2023 Q2	$593K	Buy	+10,209	New	+$546K	0.01%	579
2022 Q1	–	Sell	-13,167	Closed	-$854K	–	858
2021 Q4	$854K	Sell	13,167 -2,500	-16%	-$194K	0.01%	533
2021 Q3	$1.27M	Buy	15,667 +8,860	+130%	+$732K	0.02%	455
2021 Q2	$515K	Sell	6,807 -99	-1%	-$7.14K	0.01%	584
2021 Q1	$464K	Sell	6,906 -200	-3%	-$17.9K	0.01%	629
2020 Q4	$632K	Sell	7,106 -27,200	-79%	-$2.29M	0.01%	562
2020 Q3	$3.58M	Buy	34,306 +3,606	+12%	+$354K	0.04%	279
2020 Q2	$2.63M	Buy	+30,700	New	+$2.04M	0.03%	450

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