MassMutual Private Wealth & Trust’s Palomar PLMR Stock Holding History

MassMutual Private Wealth & Trust’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	$7.89K	Buy	64 +2	+3%	+$267	﹤0.01%	1430
2026 Q2	$7.84K	Buy	62 +1	+2%	+$118	﹤0.01%	1507
2026 Q1	$7.29K	Sell	61 -30	-33%	-$3.74K	﹤0.01%	1512
2025 Q4	$12.3K	Buy	91 +43	+90%	+$5.25K	﹤0.01%	1304
2025 Q3	$5.6K	Buy	48 +25	+109%	+$3.17K	﹤0.01%	1628
2025 Q2	$3.55K	Buy	23 +5	+28%	+$774	﹤0.01%	1765
2025 Q1	$2.47K	Hold	18	–	–	﹤0.01%	1854
2024 Q4	$1.9K	Hold	18	–	–	﹤0.01%	1851
2024 Q3	$1.7K	Hold	18	–	–	﹤0.01%	1694
2024 Q2	$1.46K	Hold	18	–	–	﹤0.01%	1732
2024 Q1	$1.51K	Hold	18	–	–	﹤0.01%	1612
2023 Q4	$999	Hold	18	–	–	﹤0.01%	1682
2023 Q3	$914	Sell	18 -5	-22%	-$273	﹤0.01%	1714
2023 Q2	$1.34K	Sell	23 -26	-53%	-$1.39K	﹤0.01%	1586
2023 Q1	$2.7K	Buy	49 +36	+277%	+$1.93K	﹤0.01%	1329
2022 Q4	$1K	Sell	13 -26	-67%	-$1.77K	﹤0.01%	1517
2022 Q3	$3K	Hold	39	–	–	﹤0.01%	1120
2022 Q2	$3K	Buy	+39	New	+$2.35K	﹤0.01%	1066
2020 Q1	–	Sell	-215	Closed	-$11K	–	771
2019 Q4	$11K	Hold	215	–	–	﹤0.01%	612
2019 Q3	$8K	Buy	+215	New	+$6.71K	﹤0.01%	628

Other funds holding PLMR

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $30.6B AUM 42.55% 1-Year Est. Return

Stephens Investment Management Group Houston, Texas $9.29B AUM 41.16% 1-Year Est. Return

MassMutual Private Wealth & Trust's PLMR Position: Q3 2026 in Review

MassMutual Private Wealth & Trust increased its Palomar (PLMR) stake by 3.2% in Q3 2026, buying an estimated $267 and bringing the position to 64 shares worth $7.89K. The position accounts for ﹤0.01% of the portfolio, ranked #1430.

MassMutual Private Wealth & Trust first reported a position in PLMR in Q3 2019 and has held it in 20 quarters since. The position peaked at $12.3K in Q4 2025. 294 funds tracked by Wall St. Rank hold PLMR as of Q3 2026.

MassMutual Private Wealth & Trust held 64 shares of Palomar worth $7.89K as of Q3 2026.
MassMutual Private Wealth & Trust bought 2 Palomar shares in Q3 2026, an estimated $267.
Palomar made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #1430 holding.
MassMutual Private Wealth & Trust first reported a position in Palomar in Q3 2019 and has held it in 20 quarters since.
MassMutual Private Wealth & Trust's Palomar position peaked at $12.3K in Q4 2025.
294 funds tracked by Wall St. Rank held Palomar as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.