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 |
|---|---|---|---|---|---|
| Keener Financial Planning LLC | 60 | $7.00K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 54 | $6.30K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 52 | $6.07K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 50 | $5.84K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 49 | $5.72K | 0.00% | −158−76.3% | Reduced |
| Massmutual Trust Co FSB | 48 | $5.60K | 0.00% | +25+108.7% | Added |
| 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 |
| LRI Investments, LLC | 46 | $5.36K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 45 | $5.25K | 0.00% | +45 | New |
| Wealthspire Advisors, LLC | 42 | $4.90K | 0.00% | +42 | New |
| MAI Capital Management | 41 | $4.79K | 0.00% | −10−19.6% | Reduced |
| JPL Wealth Management, LLC | 40 | $4.67K | 0.00% | +40 | New |
| Pittenger & Anderson Inc | 40 | $4.67K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 39 | $4.55K | 0.00% | −9−18.8% | Reduced |
| Rothschild Investment LLC | 30 | $3.50K | 0.00% | −25−45.5% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 28 | $3.27K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 31 | $3.00K | 0.00% | −11−26.2% | Reduced |
| CIBC Private Wealth Group, LLC | 25 | $2.92K | 0.00% | −5−16.7% | Reduced |
| Parkside Financial Bank & Trust | 24 | $2.80K | 0.00% | −26−52.0% | Reduced |
| Versant Capital Management, Inc | 24 | $2.80K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 22 | $2.57K | 0.00% | −39−63.9% | Reduced |
| Westfuller Advisors, LLC | 22 | $2.52K | 0.00% | +22 | New |
| Bogart Wealth, LLC | 20 | $2.33K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 18 | $2.10K | 0.00% | +2+12.5% | Added |
| Farmers & Merchants Investments Inc | 16 | $1.87K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 14 | $1.64K | 0.00% | −9−39.1% | Reduced |
| Golden State Wealth Management, LLC | 13 | $1.52K | 0.00% | +13 | New |
| JFS Wealth Advisors, LLC | 12 | $1.40K | 0.00% | −6−33.3% | Reduced |
| Essential Partners LLC | 10 | $1.17K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 5 | $1.00K | 0.00% | +3+150.0% | Added |
| SJS Investment Consulting Inc. | 8 | $935 | 0.00% | −1−11.1% | Reduced |
| Atlantic Trust, LLC | 8 | $934 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 8 | $934 | 0.00% | +8 | New |
| Private Wealth Management Group, LLC | 7 | $818 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $739 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 6 | $701 | 0.00% | −4−40.0% | Reduced |
| Prestige Wealth Management Group LLC | 6 | $701 | 0.00% | 00.0% | Unchanged |
| 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 |
| Montag A & Associates Inc | 4 | $467 | 0.00% | +4 | New |
| True Wealth Design, LLC | 3 | $351 | 0.00% | −1−25.0% | Reduced |
| Larson Financial Group LLC | 3 | $350 | 0.00% | −9−75.0% | Reduced |
| DecisionPoint Financial, LLC | 3 | $330 | 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 |
| 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 |
| Cloud Capital Management, LLC | 1 | $0 | 0.00% | +1 | New |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −474,922−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −242,633−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −95,690−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −95,638−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −61,790−100.0% | Sold out |
| Moody Aldrich Partners LLC | 0 | $0 | 0.00% | −53,211−100.0% | Sold out |
| Beacon Harbor Wealth Advisors, Inc. | 0 | $0 | 0.00% | −43,730−100.0% | Sold out |
| Ensign Peak Advisors, Inc | 0 | $0 | 0.00% | −39,992−100.0% | Sold out |
| Osterweis Capital Management Inc | 0 | $0 | 0.00% | −37,140−100.0% | Sold out |
| EAM Global Investors LLC | 0 | $0 | 0.00% | −35,080−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −24,768−100.0% | Sold out |
| New Vernon Investment Management LLC | 0 | $0 | 0.00% | −19,845−100.0% | Sold out |
| Concurrent Investment Advisors, LLC | 0 | $0 | 0.00% | −18,440−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −18,209−100.0% | Sold out |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −15,810−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −14,857−100.0% | Sold out |
| Harvest Investment Services, LLC | 0 | $0 | 0.00% | −13,950−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −13,527−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −12,790−100.0% | Sold out |
| Livforsakringsbolaget Skandia, Omsesidigt | 0 | $0 | 0.00% | −10,200−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −9,543−100.0% | Sold out |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −8,430−100.0% | Sold out |
| Cookson Peirce & Co Inc | 0 | $0 | 0.00% | −8,351−100.0% | Sold out |
| Horizon Investment Services, LLC | 0 | $0 | 0.00% | −7,703−100.0% | Sold out |
| Glenmede Investment Management, LP | 0 | $0 | 0.00% | −7,071−100.0% | Sold out |
| Nations Financial Group Inc, | 0 | $0 | 0.00% | −6,254−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −6,081−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −6,068−100.0% | Sold out |
| Moran Wealth Management, LLC | 0 | $0 | 0.00% | −5,768−100.0% | Sold out |
| GeoWealth Management, LLC | 0 | $0 | 0.00% | −5,720−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −5,312−100.0% | Sold out |
| Bryce Point Capital, LLC | 0 | $0 | 0.00% | −5,253−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −4,450−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −4,100−100.0% | Sold out |
| Toth Financial Advisory Corp | 0 | $0 | 0.00% | −3,625−100.0% | Sold out |
| Severin Investments, LLC | 0 | $0 | 0.00% | −3,016−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −2,671−100.0% | Sold out |
| Efficient Advisors, LLC | 0 | $0 | 0.00% | −2,662−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Convergence Investment Partners, LLC | 0 | $0 | 0.00% | −2,341−100.0% | Sold out |
| Dakota Wealth Management | 0 | $0 | 0.00% | −2,326−100.0% | Sold out |
| Financial Advocates Investment Management | 0 | $0 | 0.00% | −2,322−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −2,171−100.0% | Sold out |
| Resources Investment Advisors, LLC. | 0 | $0 | 0.00% | −2,053−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −1,856−100.0% | Sold out |
| Inspire Advisors, LLC | 0 | $0 | 0.00% | −1,829−100.0% | Sold out |
| AlphaCore Capital LLC | 0 | $0 | 0.00% | −1,681−100.0% | Sold out |