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 2025
Institutional positions in Palomar Holdings, Inc. as of Dec 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
- 341
- −5 vs. Q3 2025
- Shares held
- 24.1M
- +639.3K (+2.7%) vs. Q3 2025
- Total value
- $3.25B
- +$508.0M (+18.6%) vs. Q3 2025
- New holders
- 58
- 129 more added
- Sold out
- 63
- 113 more reduced
7 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Palomar Holdings, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ameritas Investment Partners, Inc. | 2,204 | $297.0K | 0.01% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 2,203 | $296.9K | 0.01% | −564−20.4% | Reduced |
| CIBC Asset Management Inc | 2,201 | $296.6K | 0.00% | +2,201 | New |
| Versor Investments LP | 2,197 | $296.1K | 0.05% | −2,503−53.3% | Reduced |
| Armistice Capital, LLC | 2,192 | $295.4K | 0.01% | −369−14.4% | Reduced |
| Brevan Howard Capital Management LP | 2,138 | $288.1K | 0.01% | −8,341−79.6% | Reduced |
| D. E. Shaw & Co., Inc. | 2,115 | $285.0K | 0.00% | −43,907−95.4% | Reduced |
| Xponance, Inc. | 2,086 | $281.1K | 0.00% | +13+0.6% | Added |
| Mindset Wealth Management, LLC | 2,049 | $276.1K | 0.07% | +2,049 | New |
| Yorktown Management & Research Co Inc | 2,000 | $269.5K | 0.22% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 2,000 | $269.5K | 0.01% | 00.0% | Unchanged |
| Outlook Wealth Advisors, LLC | 1,987 | $267.8K | 0.06% | +48+2.5% | Added |
| Bank of Montreal | 1,977 | $266.4K | 0.00% | −45−2.2% | Reduced |
| Journey Strategic Wealth LLC | 1,944 | $262.0K | 0.01% | +1,944 | New |
| Cambridge Investment Research Advisors, Inc. | 1,922 | $259.0K | 0.00% | −3,056−61.4% | Reduced |
| Caitlin John, LLC | 1,919 | $258.6K | 0.17% | +1,911+23,887.5% | Added |
| Ensign Peak Advisors, Inc | 1,902 | $256.3K | 0.00% | +1,902 | New |
| Crossmark Global Holdings, Inc. | 1,829 | $246.5K | 0.00% | +4+0.2% | Added |
| Jain Global LLC | 1,771 | $238.7K | 0.00% | +1,771 | New |
| CIBC World Markets Corp | 1,745 | $235.2K | 0.00% | +1,745 | New |
| Neuberger Berman Group LLC | 1,726 | $232.6K | 0.00% | +1,726 | New |
| Significant Wealth Partners LLC | 1,716 | $231.2K | 0.26% | −1,958−53.3% | Reduced |
| Quest Partners LLC | 1,684 | $226.9K | 0.01% | −2,203−56.7% | Reduced |
| AE Wealth Management LLC | 1,622 | $218.6K | 0.00% | +1,622 | New |
| PVG Asset Management Corp | 1,620 | $218.3K | 0.46% | +1,620 | New |
| Mercer Global Advisors Inc | 1,595 | $214.9K | 0.00% | +1,595 | New |
| Principal Securities, Inc. | 1,590 | $214.3K | 0.00% | +990+165.0% | Added |
| Arcus Capital Partners, LLC | 1,551 | $209.0K | 0.08% | +1,551 | New |
| AlphaCore Capital LLC | 1,526 | $205.6K | 0.00% | +1,526 | New |
| Jump Financial, LLC | 1,490 | $200.8K | 0.00% | +1,490 | New |
| CWM, LLC | 1,444 | $195.0K | 0.00% | +164+12.8% | Added |
| Clearstead Advisors, LLC | 1,401 | $188.8K | 0.00% | +1,004+252.9% | Added |
| Tower Research Capital LLC (TRC) | 1,312 | $176.8K | 0.00% | +460+54.0% | Added |
| Covestor Ltd | 1,254 | $169.0K | 0.09% | +131+11.7% | Added |
| GAMMA Investing LLC | 1,216 | $163.9K | 0.01% | +455+59.8% | Added |
| Avanza Fonder AB | 1,197 | $161.3K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 1,779 | $155.0K | 0.00% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 1,142 | $153.9K | 0.01% | −110−8.8% | Reduced |
| Vestcor Inc | 943 | $127.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 923 | $124.4K | 0.00% | −34,565−97.4% | Reduced |
| Global Retirement Partners, LLC | 859 | $115.8K | 0.00% | +594+224.2% | Added |
| Horizon Investments, LLC | 824 | $111.0K | 0.00% | +824 | New |
| Northwestern Mutual Wealth Management Co | 749 | $100.9K | 0.00% | +731+4,061.1% | Added |
| National Bank of Canada | 749 | $100.9K | 0.00% | +749 | New |
| Measured Wealth Private Client Group, LLC | 746 | $100.5K | 0.03% | −829−52.6% | Reduced |
| KBC Group NV | 737 | $99.0K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 709 | $95.5K | 0.01% | +709 | New |
| Smartleaf Asset Management LLC | 672 | $90.7K | 0.00% | +137+25.6% | Added |
| Jones Financial Companies LLLP | 672 | $90.6K | 0.00% | −148−18.0% | Reduced |
| IFP Advisors, Inc | 664 | $89.5K | 0.00% | +150+29.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 497 | $67.0K | 0.01% | +497 | New |
| Advisor Group Holdings, Inc. | 495 | $66.8K | 0.00% | −23,103−97.9% | Reduced |
| Farther Finance Advisors, LLC | 490 | $66.0K | 0.00% | +275+127.9% | Added |
| Signaturefd, LLC | 466 | $62.8K | 0.00% | −5−1.1% | Reduced |
| Nisa Investment Advisors, LLC | 431 | $58.1K | 0.00% | +21+5.1% | Added |
| Frazier Financial Advisors, LLC | 400 | $53.9K | 0.03% | +400 | New |
| Bullock Wealth Management Group | 314 | $42.3K | 0.02% | −48−13.3% | Reduced |
| Rockefeller Capital Management L.P. | 294 | $39.6K | 0.00% | +132+81.5% | Added |
| Maseco LLP | 291 | $39.2K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 286 | $38.5K | 0.02% | +69+31.8% | Added |
| Kestra Advisory Services, LLC | 247 | $33.2K | 0.00% | +247 | New |
| Geneos Wealth Management Inc. | 240 | $32.3K | 0.00% | +240 | New |
| Whittier Trust Co of Nevada Inc | 210 | $27.4K | 0.00% | −8−3.7% | Reduced |
| Simplex Trading, LLC | 188 | $25.3K | 0.00% | −32−14.5% | Reduced |
| Salomon & Ludwin, LLC | 184 | $25.0K | 0.00% | −27−12.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 179 | $24.1K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 176 | $23.7K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 171 | $23.0K | 0.00% | +107+167.2% | Added |
| SBI Securities Co., Ltd. | 170 | $22.9K | 0.00% | +4+2.4% | Added |
| Umb Bank N A | 156 | $21.0K | 0.00% | +82+110.8% | Added |
| Atwood & Palmer Inc | 150 | $20.2K | 0.00% | −100−40.0% | Reduced |
| Fifth Third Bancorp | 146 | $19.7K | 0.00% | +16+12.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 121 | $15.9K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 114 | $15.4K | 0.00% | +41+56.2% | Added |
| Leonteq Securities AG | 100 | $13.5K | 0.00% | +100 | New |
| Massmutual Trust Co FSB | 91 | $12.3K | 0.00% | +43+89.6% | Added |
| Private Trust Co NA | 81 | $10.9K | 0.00% | +34+72.3% | Added |
| Quarry LP | 77 | $10.4K | 0.00% | −318−80.5% | Reduced |
| Kingdom Financial Group LLC. | 73 | $9.84K | 0.00% | +73 | New |
| Hollencrest Capital Management | 70 | $9.43K | 0.00% | −100−58.8% | Reduced |
| SRS Capital Advisors, Inc. | 68 | $9.16K | 0.00% | −61−47.3% | Reduced |
| Ronald Blue Trust, Inc. | 68 | $9.16K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 63 | $8.49K | 0.00% | −37−37.0% | Reduced |
| Root Financial Partners, LLC | 63 | $8.49K | 0.00% | +16+34.0% | Added |
| Parallel Advisors, LLC | 60 | $8.09K | 0.00% | +8+15.4% | Added |
| Bryn Mawr Trust Co | 60 | $8.09K | 0.00% | +60 | New |
| Hantz Financial Services, Inc. | 57 | $8.00K | 0.00% | +52+1,040.0% | Added |
| Allworth Financial LP | 56 | $7.55K | 0.00% | +7+14.3% | Added |
| LRI Investments, LLC | 54 | $7.28K | 0.00% | +8+17.4% | Added |
| Accent Capital Management, LLC | 54 | $7.28K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 54 | $7.28K | 0.00% | +15+38.5% | Added |
| Bare Financial Services, Inc | 54 | $7.28K | 0.00% | +54 | New |
| Hillsdale Investment Management Inc. | 50 | $6.74K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 45 | $6.07K | 0.00% | +45 | New |
| CIBC Private Wealth Group, LLC | 45 | $6.06K | 0.00% | +20+80.0% | Added |
| Rothschild Investment LLC | 43 | $5.79K | 0.00% | +13+43.3% | Added |
| Parkside Financial Bank & Trust | 39 | $5.26K | 0.00% | +15+62.5% | Added |
| AdvisorNet Financial, Inc | 35 | $4.72K | 0.00% | +35 | New |
| Versant Capital Management, Inc | 30 | $4.04K | 0.00% | +6+25.0% | Added |
| Atlantic Union Bankshares Corp | 30 | $4.04K | 0.00% | +30 | New |