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, Q4 2024
Institutional positions in Palomar Holdings, Inc. as of Dec 31, 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
- 280
- +7 vs. Q3 2024
- Shares held
- 24.3M
- +255.1K (+1.1%) vs. Q3 2024
- Total value
- $2.57B
- +$296.3M (+13.1%) vs. Q3 2024
- New holders
- 41
- 114 more added
- Sold out
- 34
- 87 more reduced
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Palomar Holdings, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TFC Financial Management | 1 | $106 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 1 | $106 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 1 | $106 | 0.00% | +1 | New |
| Northwestern Mutual Wealth Management Co | 2 | $211 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 2 | $212 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 3 | $317 | 0.00% | −1−25.0% | Reduced |
| Allworth Financial LP | 3 | $324 | 0.00% | −4−57.1% | Reduced |
| Larson Financial Group LLC | 4 | $422 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 4 | $422 | 0.00% | +4 | New |
| Parkside Financial Bank & Trust | 5 | $528 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 6 | $634 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $634 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 7 | $739 | 0.00% | +7 | New |
| Private Wealth Management Group, LLC | 7 | $740 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 8 | $845 | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 12 | $1.00K | 0.00% | −500−97.7% | Reduced |
| Beacon Capital Management, LLC | 11 | $1.16K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 12 | $1.27K | 0.00% | +12 | New |
| JFS Wealth Advisors, LLC | 12 | $1.27K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 13 | $1.37K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 13 | $1.37K | 0.00% | +13 | New |
| Farmers & Merchants Investments Inc | 17 | $1.79K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 18 | $1.90K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 18 | $1.90K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 18 | $1.90K | 0.00% | +18 | New |
| Hemington Wealth Management | 21 | $2.00K | 0.00% | +7+50.0% | Added |
| Versant Capital Management, Inc | 24 | $2.53K | 0.00% | +24 | New |
| Sterling Capital Management LLC | 27 | $2.85K | 0.00% | +2+8.0% | Added |
| Rothschild Investment LLC | 35 | $3.70K | 0.00% | +5+16.7% | Added |
| Principal Securities, Inc. | 39 | $4.12K | 0.00% | +3+8.3% | Added |
| Bogart Wealth, LLC | 42 | $4.43K | 0.00% | +42 | New |
| LGT Financial Advisors LLC | 44 | $4.65K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 45 | $4.75K | 0.00% | +45 | New |
| McIlrath & Eck, LLC | 47 | $4.96K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 52 | $5.49K | 0.00% | +33+173.7% | Added |
| Venturi Wealth Management, LLC | 52 | $5.49K | 0.00% | +52 | New |
| SRS Capital Advisors, Inc. | 57 | $6.02K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 58 | $6.12K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 60 | $6.31K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 72 | $7.60K | 0.00% | +72 | New |
| Hillsdale Investment Management Inc. | 80 | $8.45K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 84 | $8.87K | 0.00% | +79+1,580.0% | Added |
| Fifth Third Bancorp | 100 | $10.6K | 0.00% | +2+2.0% | Added |
| Nisa Investment Advisors, LLC | 109 | $11.5K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 176 | $18.6K | 0.00% | +176 | New |
| Hollencrest Capital Management | 189 | $20.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 212 | $22.0K | 0.00% | −5,863−96.5% | Reduced |
| Coppell Advisory Solutions LLC | 219 | $22.9K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 246 | $26.0K | 0.00% | +246 | New |
| Whittier Trust Co of Nevada Inc | 293 | $30.9K | 0.00% | +25+9.3% | Added |
| Atwood & Palmer Inc | 350 | $37.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 361 | $38.1K | 0.00% | −21−5.5% | Reduced |
| Smartleaf Asset Management LLC | 414 | $43.2K | 0.00% | +349+536.9% | Added |
| Signaturefd, LLC | 437 | $46.1K | 0.00% | −3−0.7% | Reduced |
| Aquatic Capital Management LLC | 471 | $49.7K | 0.00% | −5,429−92.0% | Reduced |
| Jones Financial Companies LLLP | 493 | $52.1K | 0.00% | +191+63.2% | Added |
| Farther Finance Advisors, LLC | 554 | $58.5K | 0.00% | +99+21.8% | Added |
| Proequities, Inc. | 665 | $71.7K | 0.00% | −18−2.6% | Reduced |
| Oarsman Capital, Inc. | 712 | $75.2K | 0.01% | +45+6.7% | Added |
| State of Wyoming | 746 | $78.8K | 0.01% | +57+8.3% | Added |
| Advisors Asset Management, Inc. | 851 | $89.9K | 0.00% | −21−2.4% | Reduced |
| Advisor Group Holdings, Inc. | 853 | $90.1K | 0.00% | +96+12.7% | Added |
| KBC Group NV | 1,045 | $110.0K | 0.00% | +324+44.9% | Added |
| Quadrant Capital Group LLC | 1,105 | $116.7K | 0.01% | +83+8.1% | Added |
| Covestor Ltd | 1,224 | $129.0K | 0.08% | +148+13.8% | Added |
| CWM, LLC | 1,266 | $134.0K | 0.00% | −843−40.0% | Reduced |
| Avanza Fonder AB | 1,353 | $142.9K | 0.00% | +1,353 | New |
| US Bancorp | 1,615 | $170.5K | 0.00% | −1,470−47.6% | Reduced |
| FMR LLC | 1,687 | $178.1K | 0.00% | −436−20.5% | Reduced |
| DekaBank Deutsche Girozentrale | 1,779 | $182.0K | 0.00% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 1,955 | $206.0K | 0.00% | +1,955 | New |
| Royal Bank of Canada | 1,982 | $210.0K | 0.00% | −740−27.2% | Reduced |
| Systematic Alpha Investments, LLC | 2,000 | $211.2K | 0.01% | +2,000 | New |
| Evergreen Capital Management LLC | 2,103 | $222.1K | 0.01% | +2,103 | New |
| Wealth Enhancement Advisory Services, LLC | 2,181 | $230.3K | 0.00% | −23−1.0% | Reduced |
| Brinker Capital Investments, LLC | 2,329 | $245.9K | 0.00% | +2,329 | New |
| Orion Portfolio Solutions, LLC | 2,329 | $245.9K | 0.00% | +2,329 | New |
| Cerity Partners LLC | 2,408 | $248.2K | 0.00% | +2,408 | New |
| Public Employees Retirement Association of Colorado | 2,363 | $250.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,383 | $251.6K | 0.00% | +1,496+168.7% | Added |
| Eqis Capital Management, Inc. | 2,384 | $251.7K | 0.02% | +2,384 | New |
| Keebeck Wealth Management, LLC | 2,394 | $252.8K | 0.04% | +2,394 | New |
| CIBC World Markets Corp | 2,406 | $254.1K | 0.00% | +2,406 | New |
| Y-Intercept (Hong Kong) Ltd | 2,451 | $258.8K | 0.02% | −2,511−50.6% | Reduced |
| Hohimer Wealth Management, LLC | 2,518 | $265.9K | 0.05% | +150+6.3% | Added |
| Ameritas Investment Partners, Inc. | 2,691 | $284.1K | 0.01% | +267+11.0% | Added |
| Mariner, LLC | 2,766 | $292.1K | 0.00% | −152−5.2% | Reduced |
| Summit Global Investments | 2,814 | $297.0K | 0.02% | +63+2.3% | Added |
| Atria Investments LLC | 2,870 | $303.0K | 0.00% | +11+0.4% | Added |
| Bayesian Capital Management, LP | 2,871 | $303.1K | 0.04% | +2,871 | New |
| Bridgewater Associates, LP | 2,923 | $308.6K | 0.00% | −14,506−83.2% | Reduced |
| Lido Advisors, LLC | 2,953 | $311.8K | 0.00% | +730+32.8% | Added |
| Contravisory Investment Management, Inc. | 3,007 | $317.5K | 0.07% | +3,007 | New |
| Centiva Capital, LP | 3,029 | $319.8K | 0.01% | −694−18.6% | Reduced |
| Dakota Wealth Management | 3,070 | $324.2K | 0.01% | +92+3.1% | Added |
| LPL Financial LLC | 3,082 | $325.4K | 0.00% | +194+6.7% | Added |
| HighTower Advisors, LLC | 3,179 | $335.7K | 0.00% | −14,888−82.4% | Reduced |
| Significant Wealth Partners LLC | 3,311 | $349.6K | 0.18% | +3,311 | New |
| Hamilton Capital Partners Inc. | 3,417 | $360.8K | 0.03% | +1,647+93.1% | Added |
| Quest Partners LLC | 3,471 | $366.5K | 0.05% | −710−17.0% | Reduced |