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, Q1 2025
Institutional positions in Palomar Holdings, Inc. as of Mar 31, 2025. 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
- 338
- +59 vs. Q4 2024
- Shares held
- 24.4M
- +268.3K (+1.1%) vs. Q4 2024
- Total value
- $3.34B
- +$794.7M (+31.2%) vs. Q4 2024
- New holders
- 80
- 113 more added
- Sold out
- 21
- 115 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Palomar Holdings, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Parkworth Wealth Management, Inc. | 1 | $137 | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 1 | $137 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $138 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 1 | $138 | 0.00% | +1 | New |
| Abound Wealth Management | 2 | $275 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 3 | $412 | 0.00% | +3 | New |
| Larson Financial Group LLC | 4 | $548 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 4 | $549 | 0.00% | +1+33.3% | Added |
| Rialto Wealth Management, LLC | 4 | $549 | 0.00% | +4 | New |
| Huntington National Bank | 5 | $685 | 0.00% | −79−94.0% | Reduced |
| Global Financial Private Client, LLC | 5 | $685 | 0.00% | +4+400.0% | Added |
| Prestige Wealth Management Group LLC | 6 | $823 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $823 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 7 | $960 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 9 | $1.23K | 0.00% | +5+125.0% | Added |
| Stephens Consulting, LLC | 10 | $1.37K | 0.00% | +10 | New |
| Beacon Capital Management, LLC | 11 | $1.51K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 10 | $1.53K | 0.00% | +7+233.3% | Added |
| JFS Wealth Advisors, LLC | 12 | $1.65K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 13 | $1.78K | 0.00% | +13 | New |
| Picton Mahoney Asset Management | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 15 | $2.06K | 0.00% | +8+114.3% | Added |
| Farmers & Merchants Investments Inc | 17 | $2.33K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 18 | $2.36K | 0.00% | +18 | New |
| Massmutual Trust Co FSB | 18 | $2.47K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 18 | $2.47K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 20 | $2.74K | 0.00% | −22−52.4% | Reduced |
| TD Private Client Wealth LLC | 20 | $2.74K | 0.00% | +20 | New |
| Hemington Wealth Management | 29 | $3.00K | 0.00% | +8+38.1% | Added |
| Lindbrook Capital, LLC | 22 | $3.02K | 0.00% | +4+22.2% | Added |
| Boston Private Wealth LLC | 22 | $3.02K | 0.00% | +22 | New |
| Versant Capital Management, Inc | 24 | $3.29K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 27 | $3.70K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 39 | $4.12K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 33 | $4.52K | 0.00% | +20+153.8% | Added |
| Vermillion & White Wealth Management Group, LLC | 39 | $5.35K | 0.00% | +39 | New |
| Mather Group, LLC. | 45 | $6.17K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 46 | $6.31K | 0.00% | +41+820.0% | Added |
| McIlrath & Eck, LLC | 47 | $6.44K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 50 | $6.85K | 0.00% | +15+42.9% | Added |
| IFP Advisors, Inc | 51 | $6.99K | 0.00% | +39+325.0% | Added |
| Bullock Wealth Management Group | 56 | $7.76K | 0.00% | +56 | New |
| Keener Financial Planning LLC | 60 | $8.00K | 0.01% | +60 | New |
| LRI Investments, LLC | 60 | $8.19K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 60 | $8.22K | 0.00% | −20−25.0% | Reduced |
| Richardson Financial Services Inc. | 70 | $9.60K | 0.01% | +70 | New |
| Skopos Labs, Inc. | 71 | $9.73K | 0.00% | +71 | New |
| Rise Advisors, LLC | 73 | $10.0K | 0.00% | +73 | New |
| Umb Bank N A | 85 | $11.7K | 0.00% | +27+46.6% | Added |
| Coldstream Capital Management Inc | 117 | $16.0K | 0.00% | +117 | New |
| Farther Finance Advisors, LLC | 117 | $16.2K | 0.00% | −437−78.9% | Reduced |
| Ronald Blue Trust, Inc. | 121 | $16.6K | 0.00% | −125−50.8% | Reduced |
| Caitong International Asset Management Co., Ltd | 126 | $17.3K | 0.01% | +126 | New |
| Fifth Third Bancorp | 148 | $20.3K | 0.00% | +48+48.0% | Added |
| Simplex Trading, LLC | 169 | $23.0K | 0.00% | −43−20.3% | Reduced |
| Parallel Advisors, LLC | 170 | $23.3K | 0.00% | +118+226.9% | Added |
| Hollencrest Capital Management | 200 | $27.4K | 0.00% | +11+5.8% | Added |
| Whittier Trust Co of Nevada Inc | 295 | $40.4K | 0.00% | +2+0.7% | Added |
| Nisa Investment Advisors, LLC | 311 | $42.6K | 0.00% | +202+185.3% | Added |
| Opal Wealth Advisors, LLC | 336 | $46.1K | 0.01% | +336 | New |
| Atwood & Palmer Inc | 350 | $48.0K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 381 | $52.2K | 0.00% | +205+116.5% | Added |
| NBC Securities, Inc. | 393 | $53.0K | 0.00% | +393 | New |
| USA Financial Portformulas Corp | 398 | $54.6K | 0.01% | +398 | New |
| Signaturefd, LLC | 441 | $60.5K | 0.00% | +4+0.9% | Added |
| Smartleaf Asset Management LLC | 455 | $62.2K | 0.01% | +41+9.9% | Added |
| GWM Advisors LLC | 478 | $65.5K | 0.00% | +478 | New |
| State of Wyoming | 555 | $76.1K | 0.01% | −191−25.6% | Reduced |
| SBI Securities Co., Ltd. | 620 | $85.0K | 0.00% | +548+761.1% | Added |
| DekaBank Deutsche Girozentrale | 706 | $96.0K | 0.00% | −1,073−60.3% | Reduced |
| GAMMA Investing LLC | 728 | $99.8K | 0.01% | +367+101.7% | Added |
| Tower Research Capital LLC (TRC) | 786 | $107.7K | 0.00% | −1,597−67.0% | Reduced |
| Jones Financial Companies LLLP | 898 | $122.8K | 0.00% | +405+82.2% | Added |
| Aster Capital Management (DIFC) Ltd | 1,023 | $131.6K | 0.02% | +1,023 | New |
| Harvest Fund Management Co., Ltd | 1,068 | $146.0K | 0.01% | +1,068 | New |
| KBC Group NV | 1,140 | $156.0K | 0.00% | +95+9.1% | Added |
| Covestor Ltd | 1,214 | $166.0K | 0.11% | −10−0.8% | Reduced |
| Avanza Fonder AB | 1,197 | $169.6K | 0.01% | −156−11.5% | Reduced |
| New Age Alpha Advisors, LLC | 1,351 | $185.2K | 0.01% | +1,351 | New |
| Guggenheim Capital LLC | 1,488 | $204.0K | 0.00% | +1,488 | New |
| Landscape Capital Management, L.L.C. | 1,496 | $205.1K | 0.02% | +1,496 | New |
| Jain Global LLC | 1,502 | $205.9K | 0.00% | +1,502 | New |
| Snowden Capital Advisors LLC | 1,512 | $207.3K | 0.01% | +1,512 | New |
| CWM, LLC | 1,522 | $209.0K | 0.00% | +256+20.2% | Added |
| Quantinno Capital Management LP | 1,618 | $221.8K | 0.00% | +1,618 | New |
| United Services Automobile Association | 1,629 | $222.8K | 0.01% | +1,629 | New |
| Mackenzie Financial Corp | 1,631 | $223.6K | 0.00% | +1,631 | New |
| Harvest Investment Services, LLC | 1,647 | $225.8K | 0.06% | +1,647 | New |
| Eqis Capital Management, Inc. | 1,696 | $232.5K | 0.02% | −688−28.9% | Reduced |
| Mindset Wealth Management, LLC | 1,719 | $235.6K | 0.09% | +1,719 | New |
| Ieq Capital, LLC | 1,772 | $242.9K | 0.00% | +1,772 | New |
| O'Shaughnessy Asset Management, LLC | 1,782 | $244.3K | 0.00% | +1,782 | New |
| Corton Capital Inc. | 1,794 | $245.9K | 0.81% | +1,794 | New |
| Two Sigma Advisers, LP | 1,800 | $246.7K | 0.00% | −3,200−64.0% | Reduced |
| Crossmark Global Holdings, Inc. | 1,926 | $264.0K | 0.00% | −29−1.5% | Reduced |
| Wolverine Trading, LLC | 1,945 | $266.0K | 0.01% | −1,797−48.0% | Reduced |
| Xponance, Inc. | 1,970 | $270.0K | 0.00% | +1,970 | New |
| Systematic Alpha Investments, LLC | 2,000 | $274.2K | 0.01% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 2,000 | $274.2K | 0.30% | +2,000 | New |
| Left Brain Wealth Management, LLC | 2,000 | $274.2K | 0.12% | +2,000 | New |