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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 2,383 | $251.6K | 0.00% | +1,496+168.7% | Added |
| Public Employees Retirement Association of Colorado | 2,363 | $250.0K | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 2,408 | $248.2K | 0.00% | +2,408 | New |
| 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 |
| Wealth Enhancement Advisory Services, LLC | 2,181 | $230.3K | 0.00% | −23−1.0% | Reduced |
| Evergreen Capital Management LLC | 2,103 | $222.1K | 0.01% | +2,103 | New |
| Systematic Alpha Investments, LLC | 2,000 | $211.2K | 0.01% | +2,000 | New |
| Royal Bank of Canada | 1,982 | $210.0K | 0.00% | −740−27.2% | Reduced |
| Crossmark Global Holdings, Inc. | 1,955 | $206.0K | 0.00% | +1,955 | New |
| DekaBank Deutsche Girozentrale | 1,779 | $182.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,687 | $178.1K | 0.00% | −436−20.5% | Reduced |
| US Bancorp | 1,615 | $170.5K | 0.00% | −1,470−47.6% | Reduced |
| Avanza Fonder AB | 1,353 | $142.9K | 0.00% | +1,353 | New |
| CWM, LLC | 1,266 | $134.0K | 0.00% | −843−40.0% | Reduced |
| Covestor Ltd | 1,224 | $129.0K | 0.08% | +148+13.8% | Added |
| Quadrant Capital Group LLC | 1,105 | $116.7K | 0.01% | +83+8.1% | Added |
| KBC Group NV | 1,045 | $110.0K | 0.00% | +324+44.9% | Added |
| Advisor Group Holdings, Inc. | 853 | $90.1K | 0.00% | +96+12.7% | Added |
| Advisors Asset Management, Inc. | 851 | $89.9K | 0.00% | −21−2.4% | Reduced |
| State of Wyoming | 746 | $78.8K | 0.01% | +57+8.3% | Added |
| Oarsman Capital, Inc. | 712 | $75.2K | 0.01% | +45+6.7% | Added |
| Proequities, Inc. | 665 | $71.7K | 0.00% | −18−2.6% | Reduced |
| Farther Finance Advisors, LLC | 554 | $58.5K | 0.00% | +99+21.8% | Added |
| Jones Financial Companies LLLP | 493 | $52.1K | 0.00% | +191+63.2% | Added |
| Aquatic Capital Management LLC | 471 | $49.7K | 0.00% | −5,429−92.0% | Reduced |
| Signaturefd, LLC | 437 | $46.1K | 0.00% | −3−0.7% | Reduced |
| Smartleaf Asset Management LLC | 414 | $43.2K | 0.00% | +349+536.9% | Added |
| GAMMA Investing LLC | 361 | $38.1K | 0.00% | −21−5.5% | Reduced |
| Atwood & Palmer Inc | 350 | $37.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 293 | $30.9K | 0.00% | +25+9.3% | Added |
| Ronald Blue Trust, Inc. | 246 | $26.0K | 0.00% | +246 | New |
| Coppell Advisory Solutions LLC | 219 | $22.9K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 212 | $22.0K | 0.00% | −5,863−96.5% | Reduced |
| Hollencrest Capital Management | 189 | $20.0K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 176 | $18.6K | 0.00% | +176 | New |
| Nisa Investment Advisors, LLC | 109 | $11.5K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 100 | $10.6K | 0.00% | +2+2.0% | Added |
| Huntington National Bank | 84 | $8.87K | 0.00% | +79+1,580.0% | Added |
| Hillsdale Investment Management Inc. | 80 | $8.45K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 72 | $7.60K | 0.00% | +72 | New |
| LRI Investments, LLC | 60 | $6.31K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 58 | $6.12K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 57 | $6.02K | 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 |
| McIlrath & Eck, LLC | 47 | $4.96K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 45 | $4.75K | 0.00% | +45 | New |
| LGT Financial Advisors LLC | 44 | $4.65K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 42 | $4.43K | 0.00% | +42 | New |
| Principal Securities, Inc. | 39 | $4.12K | 0.00% | +3+8.3% | Added |
| Rothschild Investment LLC | 35 | $3.70K | 0.00% | +5+16.7% | Added |
| Sterling Capital Management LLC | 27 | $2.85K | 0.00% | +2+8.0% | Added |
| Versant Capital Management, Inc | 24 | $2.53K | 0.00% | +24 | New |
| Hemington Wealth Management | 21 | $2.00K | 0.00% | +7+50.0% | Added |
| 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 |
| Farmers & Merchants Investments Inc | 17 | $1.79K | 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 |
| JFS Wealth Advisors, LLC | 12 | $1.27K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 12 | $1.27K | 0.00% | +12 | New |
| Beacon Capital Management, LLC | 11 | $1.16K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 12 | $1.00K | 0.00% | −500−97.7% | Reduced |
| Caitlin John, LLC | 8 | $845 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 7 | $740 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 7 | $739 | 0.00% | +7 | New |
| Prestige Wealth Management Group LLC | 6 | $634 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $634 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 5 | $528 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 4 | $422 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 4 | $422 | 0.00% | +4 | New |
| Allworth Financial LP | 3 | $324 | 0.00% | −4−57.1% | Reduced |
| SJS Investment Consulting Inc. | 3 | $317 | 0.00% | −1−25.0% | Reduced |
| Abound Wealth Management | 2 | $212 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2 | $211 | 0.00% | 00.0% | Unchanged |
| 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 |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −26,207−100.0% | Sold out |
| Seven Grand Managers, LLC | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −20,500−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −18,250−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −7,128−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −57,654−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −5,735−100.0% | Sold out |
| Deerfield Management Company, L.P. (Series C) | 0 | $0 | 0.00% | −5,292−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −3,917−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −3,854−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −3,850−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −3,331−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −3,267−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −2,880−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −2,798−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −2,769−100.0% | Sold out |
| Cyndeo Wealth Partners, LLC | 0 | $0 | 0.00% | −2,684−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −2,333−100.0% | Sold out |
| Baader Bank INC | 0 | $0 | 0.00% | −2,400−100.0% | Sold out |