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 2025
Institutional positions in Palomar Holdings, Inc. as of Sep 30, 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
- 353
- −27 vs. Q2 2025
- Shares held
- 23.8M
- −519.3K (−2.1%) vs. Q2 2025
- Total value
- $2.78B
- −$971.5M (−25.9%) vs. Q2 2025
- New holders
- 51
- 125 more added
- Sold out
- 78
- 137 more reduced
7 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2025: 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 2025
Shares, value and share of portfolio for each institution holding Palomar Holdings, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cloud Capital Management, LLC | 1 | $0 | 0.00% | +1 | New |
| Rialto Wealth Management, LLC | 1 | $117 | 0.00% | −4−80.0% | Reduced |
| Tortoise Investment Management, LLC | 1 | $117 | 0.00% | −1−50.0% | Reduced |
| TFC Financial Management | 1 | $117 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 2 | $234 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $234 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 3 | $330 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 3 | $350 | 0.00% | −9−75.0% | Reduced |
| True Wealth Design, LLC | 3 | $351 | 0.00% | −1−25.0% | Reduced |
| Montag A & Associates Inc | 4 | $467 | 0.00% | +4 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 5 | $584 | 0.00% | −2−28.6% | Reduced |
| Huntington National Bank | 5 | $584 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 5 | $584 | 0.00% | +5 | New |
| Sunbelt Securities, Inc. | 5 | $584 | 0.00% | +5 | New |
| Fortitude Family Office, LLC | 6 | $701 | 0.00% | −4−40.0% | Reduced |
| Prestige Wealth Management Group LLC | 6 | $701 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $739 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 7 | $818 | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 8 | $934 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 8 | $934 | 0.00% | +8 | New |
| SJS Investment Consulting Inc. | 8 | $935 | 0.00% | −1−11.1% | Reduced |
| Hantz Financial Services, Inc. | 5 | $1.00K | 0.00% | +3+150.0% | Added |
| Essential Partners LLC | 10 | $1.17K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 12 | $1.40K | 0.00% | −6−33.3% | Reduced |
| Golden State Wealth Management, LLC | 13 | $1.52K | 0.00% | +13 | New |
| High Note Wealth, LLC | 14 | $1.64K | 0.00% | −9−39.1% | Reduced |
| Farmers & Merchants Investments Inc | 16 | $1.87K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 18 | $2.10K | 0.00% | +2+12.5% | Added |
| Bogart Wealth, LLC | 20 | $2.33K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 22 | $2.52K | 0.00% | +22 | New |
| WPG Advisers, LLC | 22 | $2.57K | 0.00% | −39−63.9% | Reduced |
| Versant Capital Management, Inc | 24 | $2.80K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 24 | $2.80K | 0.00% | −26−52.0% | Reduced |
| CIBC Private Wealth Group, LLC | 25 | $2.92K | 0.00% | −5−16.7% | Reduced |
| Hemington Wealth Management | 31 | $3.00K | 0.00% | −11−26.2% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 28 | $3.27K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 30 | $3.50K | 0.00% | −25−45.5% | Reduced |
| Assetmark, Inc | 39 | $4.55K | 0.00% | −9−18.8% | Reduced |
| Pittenger & Anderson Inc | 40 | $4.67K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 40 | $4.67K | 0.00% | +40 | New |
| MAI Capital Management | 41 | $4.79K | 0.00% | −10−19.6% | Reduced |
| Wealthspire Advisors, LLC | 42 | $4.90K | 0.00% | +42 | New |
| Mather Group, LLC. | 45 | $5.25K | 0.00% | +45 | New |
| LRI Investments, LLC | 46 | $5.36K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 47 | $5.49K | 0.00% | +1+2.2% | Added |
| Root Financial Partners, LLC | 47 | $5.49K | 0.00% | +47 | New |
| Bayforest Capital Ltd | 47 | $5.49K | 0.00% | +47 | New |
| Massmutual Trust Co FSB | 48 | $5.60K | 0.00% | +25+108.7% | Added |
| Allworth Financial LP | 49 | $5.72K | 0.00% | −158−76.3% | Reduced |
| Hillsdale Investment Management Inc. | 50 | $5.84K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 52 | $6.07K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 54 | $6.30K | 0.00% | 00.0% | Unchanged |
| Matrix Trust Co | 62 | $7.00K | 0.00% | −13−17.3% | Reduced |
| Keener Financial Planning LLC | 60 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 64 | $7.47K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 68 | $7.94K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 72 | $8.41K | 0.00% | +72 | New |
| Rise Advisors, LLC | 73 | $8.52K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 73 | $8.52K | 0.00% | −1−1.4% | Reduced |
| Umb Bank N A | 74 | $8.64K | 0.00% | −18−19.6% | Reduced |
| McIlrath & Eck, LLC | 89 | $10.4K | 0.00% | +42+89.4% | Added |
| Harvest Fund Management Co., Ltd | 94 | $11.0K | 0.00% | −987−91.3% | Reduced |
| Group One Trading, L.P. | 100 | $11.7K | 0.00% | +100 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 121 | $14.1K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 129 | $15.1K | 0.00% | +129 | New |
| Fifth Third Bancorp | 130 | $15.2K | 0.00% | −10−7.1% | Reduced |
| Caitong International Asset Management Co., Ltd | 134 | $15.6K | 0.01% | −47−26.0% | Reduced |
| Rockefeller Capital Management L.P. | 162 | $18.9K | 0.00% | +162 | New |
| SBI Securities Co., Ltd. | 166 | $19.4K | 0.00% | −4−2.4% | Reduced |
| Hollencrest Capital Management | 170 | $19.8K | 0.00% | −143−45.7% | Reduced |
| TCTC Holdings, LLC | 176 | $20.5K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 179 | $20.9K | 0.00% | +159+795.0% | Added |
| Hazlett, Burt & Watson, Inc. | 200 | $24.0K | 0.01% | +135+207.7% | Added |
| Salomon & Ludwin, LLC | 211 | $24.6K | 0.00% | +211 | New |
| Simplex Trading, LLC | 220 | $25.0K | 0.00% | −60−21.4% | Reduced |
| Farther Finance Advisors, LLC | 215 | $25.1K | 0.00% | −737−77.4% | Reduced |
| Richardson Financial Services Inc. | 217 | $25.3K | 0.02% | +147+210.0% | Added |
| Whittier Trust Co of Nevada Inc | 218 | $25.4K | 0.00% | −1−0.5% | Reduced |
| Atwood & Palmer Inc | 250 | $29.2K | 0.00% | −100−28.6% | Reduced |
| State of Wyoming | 258 | $30.1K | 0.00% | +1+0.4% | Added |
| Global Retirement Partners, LLC | 265 | $30.9K | 0.00% | +40+17.8% | Added |
| Maseco LLP | 291 | $34.0K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 362 | $39.8K | 0.02% | −278−43.4% | Reduced |
| Aster Capital Management (DIFC) Ltd | 341 | $39.8K | 0.02% | −95−21.8% | Reduced |
| NBC Securities, Inc. | 393 | $45.9K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 395 | $46.1K | 0.01% | −7−1.7% | Reduced |
| Clearstead Advisors, LLC | 397 | $46.4K | 0.00% | +94+31.0% | Added |
| Nisa Investment Advisors, LLC | 410 | $47.9K | 0.00% | +76+22.8% | Added |
| Signaturefd, LLC | 471 | $55.0K | 0.00% | +27+6.1% | Added |
| Advisory Services Network, LLC | 492 | $57.4K | 0.00% | +492 | New |
| IFP Advisors, Inc | 514 | $60.0K | 0.00% | +179+53.4% | Added |
| Smartleaf Asset Management LLC | 535 | $61.3K | 0.00% | +35+7.0% | Added |
| Principal Securities, Inc. | 600 | $70.0K | 0.00% | +273+83.5% | Added |
| US Bancorp | 623 | $72.7K | 0.00% | −1,741−73.6% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 666 | $77.8K | 0.01% | +666 | New |
| ISAM Funds (UK) Ltd | 695 | $81.1K | 0.02% | +695 | New |
| KBC Group NV | 737 | $86.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 761 | $88.8K | 0.00% | −72−8.6% | Reduced |
| Jones Financial Companies LLLP | 820 | $94.5K | 0.00% | −148−15.3% | Reduced |
| Tower Research Capital LLC (TRC) | 852 | $99.5K | 0.00% | −1,881−68.8% | Reduced |