Skip to main content

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 2026

Institutional positions in Palomar Holdings, Inc. as of Mar 31, 2026. 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
344
+9 vs. Q4 2025
Shares held
24.6M
+3.26M (+15.2%) vs. Q4 2025
Total value
$2.95B
+$64.6M (+2.2%) vs. Q4 2025
New holders
55
126 more added
Sold out
46
113 more reduced

6 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2026: 344 institutions
Q1 2021: 175 institutionsQ2 2021: 151 institutionsQ3 2021: 161 institutionsQ4 2021: 160 institutionsQ1 2022: 177 institutionsQ2 2022: 171 institutionsQ3 2022: 185 institutionsQ4 2022: 192 institutionsQ1 2023: 177 institutionsQ2 2023: 176 institutionsQ3 2023: 180 institutionsQ4 2023: 202 institutionsQ1 2024: 220 institutionsQ2 2024: 229 institutionsQ3 2024: 275 institutionsQ4 2024: 280 institutionsQ1 2025: 338 institutionsQ2 2025: 387 institutionsQ3 2025: 353 institutionsQ4 2025: 341 institutionsQ1 2026: 344 institutionsQ2 2026: 342 institutions
Value heldQ1 2026: $2.95B
Q1 2021: $1.53BQ2 2021: $1.74BQ3 2021: $1.83BQ4 2021: $1.44BQ1 2022: $1.41BQ2 2022: $1.41BQ3 2022: $1.93BQ4 2022: $1.03BQ1 2023: $1.25BQ2 2023: $1.28BQ3 2023: $1.12BQ4 2023: $1.24BQ1 2024: $1.87BQ2 2024: $1.82BQ3 2024: $2.27BQ4 2024: $2.57BQ1 2025: $3.34BQ2 2025: $3.79BQ3 2025: $2.78BQ4 2025: $3.25BQ1 2026: $2.95BQ2 2026: $3.08B
Institutions holding PLMR and their total value by quarter
QuarterHoldersValue
Q2 2026342$3.08B
Q1 2026344$2.95B
Q4 2025341$3.25B
Q3 2025353$2.78B
Q2 2025387$3.79B
Q1 2025338$3.34B
Q4 2024280$2.57B
Q3 2024275$2.27B
Q2 2024229$1.82B
Q1 2024220$1.87B
Q4 2023202$1.24B
Q3 2023180$1.12B
Q2 2023176$1.28B
Q1 2023177$1.25B
Q4 2022192$1.03B
Q3 2022185$1.93B
Q2 2022171$1.41B
Q1 2022177$1.41B
Q4 2021160$1.44B
Q3 2021161$1.83B
Q2 2021151$1.74B
Q1 2021175$1.53B

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding Palomar Holdings, Inc.; share changes are against Q4 2025.

Institutions holding PLMR in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Rialto Wealth Management, LLC1$1200.00%−1−50.0%Reduced
TFC Financial Management1$1200.00%00.0%Unchanged
GHP Investment Advisors, Inc.1$1200.00%+1New
Stone House Investment Management, LLC1$1200.00%+1New
Curio Wealth, LLC1$1200.00%+1New
Abound Wealth Management2$2390.00%00.0%Unchanged
WPG Advisers, LLC2$2390.00%00.0%Unchanged
HFM Investment Advisors, LLC2$2390.00%00.0%Unchanged
Vermillion Wealth Management, Inc.2$2390.00%+2New
Bay Harbor Wealth Management, LLC3$3580.00%+2+200.0%Added
DecisionPoint Financial, LLC3$3590.00%00.0%Unchanged
True Wealth Design, LLC3$3590.00%00.0%Unchanged
Trust Co3$3590.00%00.0%Unchanged
Gilpin Wealth Management, LLC4$4780.00%+2+100.0%Added
Sound Income Strategies, LLC5$5830.00%−8−61.5%Reduced
TD Private Client Wealth LLC5$5980.00%00.0%Unchanged
Sunbelt Securities, Inc.5$5980.00%00.0%Unchanged
Ankerstar Wealth, LLC5$5980.00%00.0%Unchanged
Cornerstone Financial Management LLC5$5980.00%+5New
DiNuzzo Private Wealth, Inc.6$7170.00%00.0%Unchanged
Private Wealth Management Group, LLC7$8370.00%00.0%Unchanged
SJS Investment Consulting Inc.7$8370.00%+1+16.7%Added
UMA Financial Services, Inc.7$8370.00%+4+133.3%Added
Hughes Financial Services, LLC7$8370.00%+4+133.3%Added
Prestige Wealth Management Group LLC8$9560.00%+2+33.3%Added
Central Trust Co9$1.08K0.00%+9New
Godfrey Financial Associates, Inc.10$1.20K0.00%00.0%Unchanged
Essential Partners LLC12$1.43K0.00%+1+9.1%Added
Fortitude Family Office, LLC12$1.43K0.00%+2+20.0%Added
MCF Advisors LLC12$1.43K0.00%+12New
Golden State Wealth Management, LLC13$1.55K0.00%−7−35.0%Reduced
Brown, Lisle/Cummings, Inc.13$1.55K0.00%+13New
Farmers & Merchants Investments Inc15$1.79K0.00%−1−6.3%Reduced
High Note Wealth, LLC16$1.91K0.00%00.0%Unchanged
Westfuller Advisors, LLC17$2.03K0.00%−5−22.7%Reduced
Quarry LP17$2.03K0.00%−60−77.9%Reduced
CVA Family Office, LLC18$2.15K0.00%+18New
Bogart Wealth, LLC20$2.39K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC20$2.39K0.00%+2+11.1%Added
Kingdom Financial Group LLC.29$3.47K0.00%−44−60.3%Reduced
Lloyd Advisory Services, LLC.29$3.47K0.00%+29New
Atlantic Union Bankshares Corp30$3.58K0.00%00.0%Unchanged
MAI Capital Management30$3.58K0.00%+21+233.3%Added
Larson Financial Group LLC32$3.82K0.00%+15+88.2%Added
Harvest Fund Management Co., Ltd32$4.00K0.00%00.0%Unchanged
AdvisorNet Financial, Inc35$4.18K0.00%00.0%Unchanged
Parkside Financial Bank & Trust39$4.66K0.00%00.0%Unchanged
JPL Wealth Management, LLC40$4.78K0.00%+40New
Rothschild Investment LLC42$5.02K0.00%−1−2.3%Reduced
Federation des caisses Desjardins du Quebec42$5.03K0.00%+42New
Mather Group, LLC.45$5.38K0.00%+45New
Bare Financial Services, Inc48$5.74K0.00%−6−11.1%Reduced
Keating Financial Advisory Services, Inc.48$5.74K0.00%+37+336.4%Added
Allworth Financial LP54$6.45K0.00%−2−3.6%Reduced
LRI Investments, LLC54$6.45K0.00%00.0%Unchanged
Accent Capital Management, LLC54$6.45K0.00%00.0%Unchanged
Bryn Mawr Trust Co60$7.17K0.00%00.0%Unchanged
Massmutual Trust Co FSB61$7.29K0.00%−30−33.0%Reduced
Versant Capital Management, Inc67$8.01K0.00%+37+123.3%Added
Ronald Blue Trust, Inc.68$8.13K0.00%00.0%Unchanged
Root Financial Partners, LLC70$8.37K0.00%+7+11.1%Added
Private Trust Co NA81$9.68K0.00%00.0%Unchanged
Hantz Financial Services, Inc.92$11.0K0.00%+35+61.4%Added
Hollencrest Capital Management93$11.1K0.00%+23+32.9%Added
SRS Capital Advisors, Inc.94$11.2K0.00%+26+38.2%Added
Twin Peaks Wealth Advisors, LLC95$11.4K0.00%+95New
Leonteq Securities AG100$11.9K0.00%00.0%Unchanged
Chilton Capital Management LLC110$13.1K0.00%+110New
Harbor Capital Advisors, Inc.113$14.0K0.00%−21,439−99.5%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.121$14.5K0.00%00.0%Unchanged
Assetmark, Inc132$15.8K0.00%+78+144.4%Added
Clear Street Markets LLC133$15.9K0.01%+133New
EverSource Wealth Advisors, LLC141$16.9K0.00%+27+23.7%Added
Atwood & Palmer Inc150$17.9K0.00%00.0%Unchanged
Umb Bank N A161$19.2K0.00%+5+3.2%Added
Sterling Capital Management LLC171$20.4K0.00%00.0%Unchanged
SBI Securities Co., Ltd.175$20.9K0.00%+5+2.9%Added
Salomon & Ludwin, LLC186$22.3K0.00%+2+1.1%Added
Whittier Trust Co of Nevada Inc210$25.6K0.00%00.0%Unchanged
Geneos Wealth Management Inc.240$28.7K0.00%00.0%Unchanged
Bullock Wealth Management Group257$30.0K0.02%−57−18.2%Reduced
University of Texas/Texas Am Investment Managment Co259$30.9K0.00%+259New
Opal Wealth Advisors, LLC266$31.8K0.01%+266New
Smartleaf Asset Management LLC293$35.1K0.00%−379−56.4%Reduced
Caitong International Asset Management Co., Ltd332$39.7K0.01%+320+2,666.7%Added
Rockefeller Capital Management L.P.355$42.4K0.00%+61+20.7%Added
Richardson Financial Services Inc.376$44.9K0.03%+90+31.5%Added
Frazier Financial Advisors, LLC400$47.8K0.03%00.0%Unchanged
Farther Finance Advisors, LLC411$47.9K0.00%−79−16.1%Reduced
Parallel Advisors, LLC443$52.9K0.00%+383+638.3%Added
Nisa Investment Advisors, LLC444$53.1K0.00%+13+3.0%Added
Advisory Services Network, LLC479$57.2K0.00%+479New
Signaturefd, LLC499$59.6K0.00%+33+7.1%Added
Kemnay Advisory Services Inc.509$60.8K0.01%+509New
Pinnacle Wealth Planning Services, Inc.522$62.4K0.01%+25+5.0%Added
International Assets Investment Management, LLC709$82.7K0.01%00.0%Unchanged
Northwestern Mutual Wealth Management Co706$84.4K0.00%−43−5.7%Reduced
IFP Advisors, Inc751$89.7K0.00%+87+13.1%Added
Steward Partners Investment Advisory, LLC769$91.9K0.00%+590+329.6%Added
Ensign Peak Advisors, Inc800$95.6K0.00%−1,102−57.9%Reduced