Summit Global Investments’s Palomar PLMR Stock Holding History

Summit Global Investments’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	-4,646	Closed	-$626K	–	520
2025 Q4	$626K	Buy	4,646 +79	+2%	+$9.64K	0.04%	272
2025 Q3	$533K	Buy	+4,567	New	+$579K	0.03%	284
2025 Q1	–	Sell	-2,814	Closed	-$297K	–	548
2024 Q4	$297K	Buy	2,814 +63	+2%	+$6.39K	0.02%	449
2024 Q3	$260K	Buy	+2,751	New	+$253K	0.02%	451
2023 Q1	–	Sell	-7,900	Closed	-$357K	–	562
2022 Q4	$357K	Hold	7,900	–	–	0.03%	376
2022 Q3	$661K	Buy	7,900 +4,200	+114%	+$308K	0.06%	265
2022 Q2	$238K	Buy	+3,700	New	+$223K	0.02%	431

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