OAM
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Oppenheimer Asset Management’s Palomar PLMR Stock Holding History

Oppenheimer 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 		– Sell
-2,383
Closed -$321K – 1161
2025
Q4 		$321K Sell
2,383
-630
-21% -$76.9K ﹤0.01% 902
2025
Q3 		$352K Buy
3,013
+884
+42% +$112K ﹤0.01% 981
2025
Q2 		$328K Sell
2,129
-2,093
-50% -$324K ﹤0.01% 967
2025
Q1 		$579K Sell
4,222
-624
-13% -$73.9K 0.01% 819
2024
Q4 		$512K Sell
4,846
-20
-0.4% -$2.03K 0.01% 851
2024
Q3 		$461K Sell
4,866
-6
-0.1% -$553 0.01% 896
2024
Q2 		$395K Buy
4,872
+2,065
+74% +$168K 0.01% 914
2024
Q1 		$235K Buy
+2,807
New +$192K ﹤0.01% 1013

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VPM
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VCM
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State Street
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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
SIMG
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