Palomar Holdings, Inc.
PLMR- Exchange
- Nasdaq
- Industry
- Fire, Marine & Casualty Insurance
- SEC CIK
- 0001761312
In the last 90 days, Palomar Holdings, Inc. insiders filed 1 open-market purchase and 10 sales; 342 institutions reported holding it in 13F filings for Q2 2026, worth $3.08B in total; no superinvestor holds it.
13F holders, Q3 2024
Institutional positions in Palomar Holdings, Inc. as of Sep 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 275
- +48 vs. Q2 2024
- Shares held
- 24.1M
- +5.52M (+29.8%) vs. Q2 2024
- Total value
- $2.27B
- +$768.3M (+51.1%) vs. Q2 2024
- New holders
- 66
- 106 more added
- Sold out
- 18
- 64 more reduced
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PLMR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 342 | $3.08B |
| Q1 2026 | 344 | $2.95B |
| Q4 2025 | 341 | $3.25B |
| Q3 2025 | 353 | $2.78B |
| Q2 2025 | 387 | $3.79B |
| Q1 2025 | 338 | $3.34B |
| Q4 2024 | 280 | $2.57B |
| Q3 2024 | 275 | $2.27B |
| Q2 2024 | 229 | $1.82B |
| Q1 2024 | 220 | $1.87B |
| Q4 2023 | 202 | $1.24B |
| Q3 2023 | 180 | $1.12B |
| Q2 2023 | 176 | $1.28B |
| Q1 2023 | 177 | $1.25B |
| Q4 2022 | 192 | $1.03B |
| Q3 2022 | 185 | $1.93B |
| Q2 2022 | 171 | $1.41B |
| Q1 2022 | 177 | $1.41B |
| Q4 2021 | 160 | $1.44B |
| Q3 2021 | 161 | $1.83B |
| Q2 2021 | 151 | $1.74B |
| Q1 2021 | 175 | $1.53B |
Institutions, Q3 2024
Shares, value and share of portfolio for each institution holding Palomar Holdings, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TFC Financial Management | 1 | $95 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2 | $189 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 2 | $190 | 0.00% | +2 | New |
| Mendota Financial Group, LLC | 2 | $190 | 0.00% | +2 | New |
| Larson Financial Group LLC | 4 | $379 | 0.00% | −61−93.8% | Reduced |
| SJS Investment Consulting Inc. | 4 | $379 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 5 | $473 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 5 | $474 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 6 | $569 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $569 | 0.00% | +1+20.0% | Added |
| Private Wealth Management Group, LLC | 7 | $663 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 7 | $663 | 0.00% | +2+40.0% | Added |
| Caitlin John, LLC | 8 | $808 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 10 | $947 | 0.00% | +10 | New |
| Hemington Wealth Management | 14 | $1.00K | 0.00% | +14 | New |
| Beacon Capital Management, LLC | 11 | $1.04K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 12 | $1.14K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 13 | $1.23K | 0.00% | +13 | New |
| Farmers & Merchants Investments Inc | 17 | $1.61K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 18 | $1.70K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 18 | $1.70K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 19 | $1.80K | 0.00% | +7+58.3% | Added |
| Sterling Capital Management LLC | 25 | $2.37K | 0.00% | +25 | New |
| Rothschild Investment LLC | 30 | $2.84K | 0.00% | +15+100.0% | Added |
| Principal Securities, Inc. | 36 | $3.41K | 0.00% | +6+20.0% | Added |
| Jaffetilchin Investment Partners, LLC | 38 | $3.60K | 0.00% | +38 | New |
| LGT Financial Advisors LLC | 44 | $4.17K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 47 | $4.45K | 0.00% | +47 | New |
| Aster Capital Management (DIFC) Ltd | 47 | $4.45K | 0.00% | +47 | New |
| SRS Capital Advisors, Inc. | 57 | $5.40K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 58 | $5.49K | 0.00% | +31+114.8% | Added |
| Capital Performance Advisors LLP | 61 | $5.78K | 0.00% | +61 | New |
| Smartleaf Asset Management LLC | 65 | $6.16K | 0.00% | +21+47.7% | Added |
| LRI Investments, LLC | 60 | $6.24K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 80 | $7.57K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 98 | $9.28K | 0.00% | +2+2.1% | Added |
| Nisa Investment Advisors, LLC | 109 | $10.3K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 181 | $17.1K | 0.01% | +105+138.2% | Added |
| Hollencrest Capital Management | 189 | $17.9K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 219 | $20.8K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 268 | $25.4K | 0.00% | +268 | New |
| Jones Financial Companies LLLP | 302 | $28.6K | 0.00% | +42+16.2% | Added |
| Atwood & Palmer Inc | 350 | $33.1K | 0.00% | −250−41.7% | Reduced |
| GAMMA Investing LLC | 382 | $36.2K | 0.00% | +125+48.6% | Added |
| NBC Securities, Inc. | 393 | $37.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 440 | $41.7K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 455 | $43.1K | 0.00% | +378+490.9% | Added |
| Picton Mahoney Asset Management | 512 | $48.0K | 0.00% | +512 | New |
| Oarsman Capital, Inc. | 667 | $63.1K | 0.01% | +667 | New |
| Proequities, Inc. | 683 | $64.7K | 0.00% | +12+1.8% | Added |
| State of Wyoming | 689 | $65.2K | 0.01% | +63+10.1% | Added |
| KBC Group NV | 721 | $68.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 757 | $71.7K | 0.00% | +41+5.7% | Added |
| Advisors Asset Management, Inc. | 872 | $82.6K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 887 | $84.0K | 0.00% | −4,094−82.2% | Reduced |
| Quadrant Capital Group LLC | 1,022 | $96.8K | 0.01% | −9−0.9% | Reduced |
| Covestor Ltd | 1,076 | $102.0K | 0.06% | +181+20.2% | Added |
| Penserra Capital Management LLC | 1,344 | $127.0K | 0.00% | +1,344 | New |
| Acadian Asset Management LLC | 1,534 | $145.0K | 0.00% | +1,534 | New |
| Globeflex Capital L P | 1,615 | $152.9K | 0.01% | +15+0.9% | Added |
| DekaBank Deutsche Girozentrale | 1,779 | $166.0K | 0.00% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 1,770 | $167.6K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 2,109 | $200.0K | 0.00% | +508+31.7% | Added |
| FMR LLC | 2,123 | $201.0K | 0.00% | +601+39.5% | Added |
| Graham Capital Management, L.P. | 2,150 | $203.5K | 0.01% | +2,150 | New |
| Nebula Research & Development LLC | 2,183 | $206.7K | 0.02% | +2,183 | New |
| Wealth Enhancement Advisory Services, LLC | 2,204 | $208.7K | 0.00% | +2,204 | New |
| Lido Advisors, LLC | 2,223 | $210.5K | 0.00% | +2,223 | New |
| Corton Capital Inc. | 2,249 | $212.9K | 0.10% | +2,249 | New |
| Moody National Bank Trust Division | 2,350 | $222.5K | 0.02% | +2,350 | New |
| Public Employees Retirement Association of Colorado | 2,363 | $224.0K | 0.00% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 2,368 | $224.2K | 0.05% | +2,368 | New |
| Baader Bank INC | 2,400 | $227.2K | 0.02% | +2,400 | New |
| O'Shaughnessy Asset Management, LLC | 2,333 | $228.1K | 0.00% | +2,333 | New |
| Ameritas Investment Partners, Inc. | 2,424 | $229.5K | 0.01% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 2,536 | $240.5K | 0.01% | +2,536 | New |
| Cyndeo Wealth Partners, LLC | 2,684 | $254.1K | 0.02% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 2,712 | $256.7K | 0.00% | −1,074−28.4% | Reduced |
| Royal Bank of Canada | 2,722 | $258.0K | 0.00% | +103+3.9% | Added |
| Summit Global Investments | 2,751 | $260.0K | 0.02% | +2,751 | New |
| Engineers Gate Manager LP | 2,769 | $262.1K | 0.01% | +2,769 | New |
| Jump Financial, LLC | 2,798 | $264.9K | 0.01% | −2,302−45.1% | Reduced |
| SG Americas Securities, LLC | 2,798 | $265.0K | 0.00% | −44,144−94.0% | Reduced |
| Atria Investments LLC | 2,859 | $270.7K | 0.00% | −83−2.8% | Reduced |
| Petrus Trust Company, LTA | 2,880 | $272.6K | 0.03% | +2,880 | New |
| LPL Financial LLC | 2,888 | $273.4K | 0.00% | +2,888 | New |
| Mariner, LLC | 2,918 | $276.2K | 0.00% | +2,918 | New |
| Bank of Montreal | 2,949 | $279.6K | 0.00% | −36−1.2% | Reduced |
| Dakota Wealth Management | 2,978 | $281.9K | 0.01% | −57−1.9% | Reduced |
| US Bancorp | 3,085 | $292.1K | 0.00% | +1,300+72.8% | Added |
| Creative Planning | 3,240 | $306.7K | 0.00% | +610+23.2% | Added |
| Dark Forest Capital Management LP | 3,267 | $309.3K | 0.04% | +3,267 | New |
| Interval Partners, LP | 3,331 | $315.3K | 0.01% | +3,331 | New |
| Horizon Investment Services, LLC | 3,350 | $317.1K | 0.14% | +3,350 | New |
| Glenmede Trust Co NA | 3,718 | $352.0K | 0.00% | +3,718 | New |
| Centiva Capital, LP | 3,723 | $352.5K | 0.02% | +3,723 | New |
| Alps Advisors Inc | 3,750 | $355.0K | 0.00% | +3,750 | New |
| Everence Capital Management Inc | 3,850 | $364.0K | 0.02% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 3,854 | $364.9K | 0.02% | +3,854 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 3,917 | $370.8K | 0.00% | +3,917 | New |