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 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	$1.33K	Sell	23 -26	-53%	-$1.39K	﹤0.01%	1586
2023 Q1	$2.71K	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

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return

ORI

Oak Ridge Investments Chicago, Illinois $1.77B AUM 63.16% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

HAIM

Hunter Associates Investment Management Pittsburgh, Pennsylvania $868M AUM 32.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MassMutual Private Wealth & Trust's PLMR Position: Q2 2026 in Review

MassMutual Private Wealth & Trust increased its Palomar (PLMR) stake by 1.6% in Q2 2026, buying an estimated $118 and bringing the position to 62 shares worth $7.84K. The position accounts for ﹤0.01% of the portfolio, ranked #1507.

MassMutual Private Wealth & Trust first reported a position in PLMR in Q3 2019 and has held it in 19 quarters since. The position peaked at $12.3K in Q4 2025. 92 funds tracked by Wall St. Rank hold PLMR as of Q2 2026.

MassMutual Private Wealth & Trust held 62 shares of Palomar worth $7.84K as of Q2 2026.
MassMutual Private Wealth & Trust bought 1 Palomar share in Q2 2026, an estimated $118.
Palomar made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1507 holding.
MassMutual Private Wealth & Trust first reported a position in Palomar in Q3 2019 and has held it in 19 quarters since.
MassMutual Private Wealth & Trust's Palomar position peaked at $12.3K in Q4 2025.
92 funds tracked by Wall St. Rank held Palomar as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.