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Palomar Holdings Inc (PLMR)

CUSIP: 69753M105 | NYSE | Financial Services · Insurance - Property & Casualty | Mid Cap | 778 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Dimensional Fund Advisors LP669,276
0.0% of portfolio›$82.5M
Sumitomo Mitsui Trust Group, Inc.659,417
0.0% of portfolio›$81.3M
Artemis Investment Management LLP335,986
0.4% of portfolio›$41.4M
Villere ST Denis J & Co LLC207,722
3.3% of portfolio›$25.6M
Principal Financial Group Inc175,998
0.0% of portfolio›$21.7M
Moody Aldrich Partners LLC53,499
1.3% of portfolio›$6.6M
Kornitzer Capital Management Inc40,798
0.1% of portfolio›$5.0M
Creative Planning28,285
0.0% of portfolio›$3.5M
OAK Ridge Investments LLC26,727
0.2% of portfolio›$3.3M
Conestoga Capital Advisors, LLC24,850
0.1% of portfolio›$3.1M
Riverwater Partners LLC23,890
0.8% of portfolio›$2.9M
Hunter Associates Investment Management LLC23,889
0.0% of portfolio›$2.9K
New York State Teachers Retirement System21,568
0.0% of portfolio›$2.7K
Exchange Traded Concepts, LLC20,020
0.0% of portfolio›$2.5M
Moran Wealth Management, LLC16,442
0.1% of portfolio›$2.0M
Strs Ohio13,200
0.0% of portfolio›$1.6M
Louisiana State Employees Retirement System11,200
0.0% of portfolio›$1.4M
State of Alaska, Department of Revenue10,528
0.0% of portfolio›$1.3K
Wakefield Asset Management Lllp10,380
0.3% of portfolio›$1.3M
State of New Jersey Common Pension Fund D10,216
0.0% of portfolio›$1.3M
Citigroup Inc10,123
0.0% of portfolio›$1.2M
PVG Asset Management Corp9,996
0.8% of portfolio›$1.2M
Commonwealth Equity Services, LLC9,434
0.0% of portfolio›$1.2M
Ellsworth Advisors, LLC8,502
0.2% of portfolio›$1.0M
Arizona State Retirement System7,465
0.0% of portfolio›$920.4K
Yousif Capital Management, LLC6,909
0.0% of portfolio›$851.8K
Amalgamated Bank6,866
0.0% of portfolio›$847
Commonwealth of Pennsylvania Public School Empls Retrmt SYS6,201
0.0% of portfolio›$764.5K
Oregon Public Employees Retirement Fund5,904
0.0% of portfolio›$727.9K
Atria Investments, Inc5,272
0.0% of portfolio›$650.0K
Truist Financial Corp4,786
0.0% of portfolio›$590.1K
Essential Investment Partners LLC4,638
0.4% of portfolio›$571.8K
Quadrant Capital Group LLC4,591
0.0% of portfolio›$612.6K
Sheets Smith Wealth Management4,327
0.1% of portfolio›$533.5K
Alps Advisors Inc4,220
0.0% of portfolio›$520.3K
Catalyst Capital Advisors LLC4,095
0.0% of portfolio›$504.9K
Park Avenue Securities LLC3,897
0.0% of portfolio›$480
Jackson Creek Investment Advisors LLC3,757
0.0% of portfolio›$463
Cookson Peirce & Co Inc3,675
0.0% of portfolio›$453.1K
Pictet Asset Management Holding SA3,664
0.0% of portfolio›$451.7K
ProShare Advisors LLC3,641
0.0% of portfolio›$448.9K
Swiss Life Asset Management Ltd3,501
0.0% of portfolio›$431.6K
Allspring Global Investments Holdings, LLC3,410
0.0% of portfolio›$429.4K
Vise Technologies, Inc.3,053
0.0% of portfolio›$376.4K
Mutual of America Capital Management LLC3,003
0.0% of portfolio›$370.2K
Steel Grove Capital Advisors, LLC2,909
0.0% of portfolio›$358.7K
Wealth Enhancement Advisory Services, LLC2,838
0.0% of portfolio›$373.0K
Premier Fund Managers Ltd2,568
0.0% of portfolio›$316
Xponance LLC2,557
0.0% of portfolio›$315.3K
Tuttle Capital Management, LLC2,429
0.1% of portfolio›$299.5K
Abel Hall, LLC2,337
0.1% of portfolio›$288.1K
Achmea Investment Management B.V.2,308
0.0% of portfolio›$284.8K
Fifth Third Wealth Advisors LLC2,289
0.0% of portfolio›$282.2K
Fulcrum Wealth Advisors, LLC2,145
0.2% of portfolio›$264.5K
Robeco Institutional Asset Management B.V.2,002
0.0% of portfolio›$246.8K
Mindset Wealth Management, LLC1,994
0.0% of portfolio›$245.8K
Evergreen Capital Management LLC1,965
0.0% of portfolio›$242.3K
Harbor Investment Advisory, LLC1,817
0.0% of portfolio›$224.0K
Virginia Retirement Systems ET Al1,800
0.0% of portfolio›$221.9K
Crossmark Global Holdings, Inc.1,767
0.0% of portfolio›$217.9K
Moody National Bank Trust Division1,756
0.0% of portfolio›$216.5K
Outlook Wealth Advisors, LLC1,752
0.0% of portfolio›$216.0K
Wedbush Securities Inc1,701
0.0% of portfolio›$210
Yarbrough Capital, LLC1,693
0.0% of portfolio›$208.7K
Cyndeo Wealth Partners, LLC1,674
0.0% of portfolio›$206.4K
Nisa Investment Advisors, LLC1,386
0.0% of portfolio›$170.9K
Avanza Fonder AB1,297
0.0% of portfolio›$159.9K
Covestor Ltd1,093
0.0% of portfolio›$135
KBC Group NV1,017
0.0% of portfolio›$125
Sterling Capital Management LLC877
0.0% of portfolio›$108.1K
Farther Finance Advisors, LLC790
0.0% of portfolio›$97.4K
Gamma Investing LLC787
0.0% of portfolio›$97.0K
Pinnacle Wealth Planning Services, Inc.655
0.0% of portfolio›$80.8K
Signaturefd, LLC561
0.0% of portfolio›$69.2K
Richardson Financial Services Inc.462
0.0% of portfolio›$57.0K
Fortitude Family Office, LLC412
0.0% of portfolio›$50.8K
Simplex Trading, LLC392
0.0% of portfolio›$48.3K
University of Texas S AM Investment Management Co259
0.0% of portfolio›$31.9K
Bullock Wealth Management Group207
0.0% of portfolio›$26.1K
Salomon & Ludwin, LLC201
0.0% of portfolio›$24.8K
Assetmark, Inc199
0.0% of portfolio›$24.5K
SBI Securities Co., Ltd.168
0.0% of portfolio›$20.7K
Atwood & Palmer Inc150
0.0% of portfolio›$18.5K
Parallel Advisors, LLC122
0.0% of portfolio›$15.0K
Mitsubishi UFJ Asset Management Co., Ltd.121
0.0% of portfolio›$14.9K
Bare Financial Services, Inc119
0.0% of portfolio›$14.7K
Versant Capital Management, Inc103
0.0% of portfolio›$12.7K
EverSource Wealth Advisors, LLC101
0.0% of portfolio›$12.5K
Leonteq Securities AG100
0.0% of portfolio›$12.3K
IFP Advisors, Inc98
0.0% of portfolio›$12.1K
Harbor Capital Advisors, Inc.97
0.0% of portfolio›$12
Root Financial Partners, LLC91
0.0% of portfolio›$11.2K
Private Trust Co NA86
0.0% of portfolio›$10.6K
Bayforest Capital Ltd80
0.0% of portfolio›$9.9K
Blue Trust, Inc.68
0.0% of portfolio›$8.4K
MassMutual Private Wealth & Trust, FSB64
0.0% of portfolio›$7.9K
Mather Group, Llc.45
0.0% of portfolio›$5.5K
SJS Investment Consulting Inc.45
0.0% of portfolio›$5.6K
Parkside Financial Bank & Trust33
0.0% of portfolio›$4.1K
Physician Wealth Advisors, Inc.27
0.0% of portfolio›$3.3K
JFS Wealth Advisors, LLC27
0.0% of portfolio›$3.3K
Brown, Lisle Ings, Inc.27
0.0% of portfolio›$3.3K
Farmers & Merchants Investments Inc24
0.0% of portfolio›$3.0K
Creative Capital Management Investments LLC13
0.0% of portfolio›$1.6K
Golden State Wealth Management, LLC13
0.0% of portfolio›$1.6K
Kingdom Financial Group Llc.9
0.0% of portfolio›$1.1K
Ascentis Wealth Management, LLC8
0.0% of portfolio›$986
Hughes Financial Services, LLC7
0.0% of portfolio›$960
True Wealth Design, LLC7
0.0% of portfolio›$864
Private Wealth Management Group, LLC7
0.0% of portfolio›$864
Essential Partners LLC6
0.0% of portfolio›$740
DiNuzzo Private Wealth, Inc.6
0.0% of portfolio›$740
Gilpin Wealth Management, LLC5
0.0% of portfolio›$617
Valley National Advisers Inc5
0.0% of portfolio›$617
TD Private Client Wealth LLC5
0.0% of portfolio›$616
UMB Private Wealth Management, LLC3
0.0% of portfolio›$370
Trust Co3
0.0% of portfolio›$370
Davis Capital Management2
0.0% of portfolio›$247
Financial Consulate, Inc2
0.0% of portfolio›$247
WPG Advisers, LLC2
0.0% of portfolio›$247
Bay Harbor Wealth Management, LLC2
0.0% of portfolio›$247
DecisionPoint Financial, LLC1
0.0% of portfolio›$126
TFC Financial Management, Inc.1
0.0% of portfolio›$124
Abound Wealth Management1
0.0% of portfolio›$124
GHP Investment Advisors, Inc.1
0.0% of portfolio›$124
Proathlete Wealth Management LLC1
0.0% of portfolio›$123
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
669,276$82.5M0.0%IndexLowAustin, TX2026-11-04
Sumitomo Mitsui Trust Group, Inc.
659,417$81.3M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Artemis Investment Management LLP
335,986$41.4M0.4%GARPHighEdinburgh, United Kingdom2026-10-08
Villere ST Denis J & Co LLC
207,722$25.6M3.3%ValueVery LowNew Orleans, LA2026-11-04
Principal Financial Group Inc
175,998$21.7M0.0%CoreLowDes Moines, IA2026-11-02
Moody Aldrich Partners LLC
53,499$6.6M1.3%ValueHighMarblehead, MA2026-10-27
Kornitzer Capital Management Inc
40,798$5.0M0.1%CoreLowShawnee Mission, KS2026-11-03
Creative Planning
28,285$3.5M0.0%IndexVery LowOverland Park, KS2026-11-02
OAK Ridge Investments LLC
26,727$3.3M0.2%MomentumMediumChicago, IL2026-10-30
Conestoga Capital Advisors, LLC
24,850$3.1M0.1%CoreLowWayne, PA2026-11-02
Riverwater Partners LLC
23,890$2.9M0.8%ValueMediumMilwaukee, WI2026-11-03
Hunter Associates Investment Management LLC
23,889$2.9K0.0%CoreLowPittsburgh, PA2026-10-26
New York State Teachers Retirement System
21,568$2.7K0.0%CoreVery LowAlbany, NY2026-10-22
Exchange Traded Concepts, LLC
20,020$2.5M0.0%GrowthMediumOklahoma City, OK2026-10-28
Moran Wealth Management, LLC
16,442$2.0M0.1%CoreMediumNaples, FL2026-10-22
Strs Ohio
13,200$1.6M0.0%CoreMediumColumbus, OH2026-10-30
Louisiana State Employees Retirement System
11,200$1.4M0.0%IndexLowBaton Rouge, LA2026-10-20
State of Alaska, Department of Revenue
10,528$1.3K0.0%CoreVery LowJuneau, AK2026-10-15
Wakefield Asset Management Lllp
10,380$1.3M0.3%ValueMediumEnglewood, CO2026-11-05
State of New Jersey Common Pension Fund D
10,216$1.3M0.0%CoreLowTrenton, NJ2026-11-05
Citigroup Inc
10,123$1.2M0.0%CoreMediumNew York, NY2026-11-04
PVG Asset Management Corp
9,996$1.2M0.8%GrowthMediumGolden, CO2026-10-19
Commonwealth Equity Services, LLC
9,434$1.2M0.0%ETFLowWaltham, MA2026-11-02
Ellsworth Advisors, LLC
8,502$1.0M0.2%GARPHighHudson, OH2026-10-15
Arizona State Retirement System
7,465$920.4K0.0%IndexVery LowPhoenix, AZ2026-11-03
Yousif Capital Management, LLC
6,909$851.8K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Amalgamated Bank
6,866$8470.0%CoreVery LowNew York, NY2026-10-23
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
6,201$764.5K0.0%CoreLowHarrisburg, PA2026-11-03
Oregon Public Employees Retirement Fund
5,904$727.9K0.0%IndexVery LowTigard, OR2026-10-30
Atria Investments, Inc
5,272$650.0K0.0%CoreMediumCharlotte, NC2026-10-15
Truist Financial Corp
4,786$590.1K0.0%CoreLowCharlotte, NC2026-10-30
Essential Investment Partners LLC
4,638$571.8K0.4%GrowthLowEnglewood, CO2026-10-27
Quadrant Capital Group LLC
4,591$612.6K0.0%CoreLowCincinnati, OH2026-10-20
Sheets Smith Wealth Management
4,327$533.5K0.1%CoreLowWinston-Salem, NC2026-10-16
Alps Advisors Inc
4,220$520.3K0.0%YieldLowDenver, CO2026-11-03
Catalyst Capital Advisors LLC
4,095$504.9K0.0%ETFVery LowSan Juan, PR2026-11-02
Park Avenue Securities LLC
3,897$4800.0%ETFMediumNew York, NY2026-10-26
Jackson Creek Investment Advisors LLC
3,757$4630.0%ValueVery HighCastle Rock, CO2026-11-04
Cookson Peirce & Co Inc
3,675$453.1K0.0%GrowthHighPittsburgh, PA2026-10-30
Pictet Asset Management Holding SA
3,664$451.7K0.0%GrowthMediumCarouge, Switzerland2026-11-03
ProShare Advisors LLC
3,641$448.9K0.0%GrowthLowBethesda, MD2026-10-29
Swiss Life Asset Management Ltd
3,501$431.6K0.0%CoreLowZurich, Switzerland2026-11-03
Allspring Global Investments Holdings, LLC
3,410$429.4K0.0%CoreMediumCharlotte, NC2026-11-04
Vise Technologies, Inc.
3,053$376.4K0.0%IndexLowNew York, NY2026-10-29
Mutual of America Capital Management LLC
3,003$370.2K0.0%IndexLowNew York, NY2026-10-23
Steel Grove Capital Advisors, LLC
2,909$358.7K0.0%ETFLowMemphis, TN2026-10-13
Wealth Enhancement Advisory Services, LLC
2,838$373.0K0.0%CoreLowPlymouth, MN2026-10-13
Premier Fund Managers Ltd
2,568$3160.0%MomentumMediumLondon, United Kingdom2026-11-02
Xponance LLC
2,557$315.3K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Tuttle Capital Management, LLC
2,429$299.5K0.1%GrowthHighRiverside, CT2026-10-21
Abel Hall, LLC
2,337$288.1K0.1%CoreMediumBaton Rouge, LA2026-10-19
Achmea Investment Management B.V.
2,308$284.8K0.0%CoreMediumZeist, Philippines2026-10-30
Fifth Third Wealth Advisors LLC
2,289$282.2K0.0%IndexVery LowCincinnati, OH2026-10-22
Fulcrum Wealth Advisors, LLC
2,145$264.5K0.2%GrowthMediumBellevue, WA2026-10-16
Robeco Institutional Asset Management B.V.
2,002$246.8K0.0%CoreMediumRotterdam, Philippines2026-10-20
Mindset Wealth Management, LLC
1,994$245.8K0.0%Agg GrowthVery LowIndianapolis, IN2026-10-19
Evergreen Capital Management LLC
1,965$242.3K0.0%GARPMediumBellevue, WA2026-10-23
Harbor Investment Advisory, LLC
1,817$224.0K0.0%GrowthLowLutherville, MD2026-10-13
Virginia Retirement Systems ET Al
1,800$221.9K0.0%CoreMediumRichmond, VA2026-10-28
Crossmark Global Holdings, Inc.
1,767$217.9K0.0%GARPMediumHouston, TX2026-10-21
Moody National Bank Trust Division
1,756$216.5K0.0%CoreMediumGalveston, TX2026-10-06
Outlook Wealth Advisors, LLC
1,752$216.0K0.0%ETFMediumShenandoah, TX2026-10-28
Wedbush Securities Inc
1,701$2100.0%CoreLowPasadena, CA2026-10-22
Yarbrough Capital, LLC
1,693$208.7K0.0%Agg GrowthVery LowFranklin, TN2026-10-19
Cyndeo Wealth Partners, LLC
1,674$206.4K0.0%CoreMediumSt. Petersburg, FL2026-10-16
Nisa Investment Advisors, LLC
1,386$170.9K0.0%IndexVery LowSt. Louis, MO2026-10-20
Avanza Fonder AB
1,297$159.9K0.0%GrowthLowStockholm, Sweden2026-10-13
Covestor Ltd
1,093$1350.0%ValueHighLondon, United Kingdom2026-10-30
KBC Group NV
1,017$1250.0%CoreMediumBrussels, Czech Republic2026-10-22
Sterling Capital Management LLC
877$108.1K0.0%GARPMediumCharlotte, NC2026-10-22
Farther Finance Advisors, LLC
790$97.4K0.0%IndexLowSan Francisco, CA2026-10-08
Gamma Investing LLC
787$97.0K0.0%IndexVery LowFoster City, CA2026-10-08
Pinnacle Wealth Planning Services, Inc.
655$80.8K0.0%GARPLowMansfield, OH2026-10-27
Signaturefd, LLC
561$69.2K0.0%IndexLowAtlanta, GA2026-10-23
Richardson Financial Services Inc.
462$57.0K0.0%GrowthMediumMedway, MA2026-10-30
Fortitude Family Office, LLC
412$50.8K0.0%ETFMediumScottsdale, AZ2026-10-14
Simplex Trading, LLC
392$48.3K0.0%CoreVery HighChicago, IL2026-11-04
University of Texas S AM Investment Management Co
259$31.9K0.0%CoreHighAustin, TX2026-11-03
Bullock Wealth Management Group
207$26.1K0.0%GrowthLowBloomington, IN2026-10-09
Salomon & Ludwin, LLC
201$24.8K0.0%ETFVery LowRichmond, VA2026-10-29
Assetmark, Inc
199$24.5K0.0%ETFLowConcord, CA2026-10-21
SBI Securities Co., Ltd.
168$20.7K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Atwood & Palmer Inc
150$18.5K0.0%CoreVery LowKansas City, MO2026-10-08
Parallel Advisors, LLC
122$15.0K0.0%IndexLowSan Francisco, CA2026-11-03
Mitsubishi UFJ Asset Management Co., Ltd.
121$14.9K0.0%IndexVery LowTokyo, Mexico2026-11-05
Bare Financial Services, Inc
119$14.7K0.0%ETFVery LowGap, PA2026-11-04
Versant Capital Management, Inc
103$12.7K0.0%GARPLowPhoenix, AZ2026-10-02
EverSource Wealth Advisors, LLC
101$12.5K0.0%CoreMediumBirmingham, AL2026-11-04
Leonteq Securities AG
100$12.3K0.0%CoreHighZurich, Switzerland2026-10-29
IFP Advisors, Inc
98$12.1K0.0%GrowthLowTampa, FL2026-10-16
Harbor Capital Advisors, Inc.
97$120.0%ValueHighChicago, IL2026-10-22
Root Financial Partners, LLC
91$11.2K0.0%ETFMediumEncinitas, CA2026-10-21
Private Trust Co NA
86$10.6K0.0%CoreLowCleveland, OH2026-10-20
Bayforest Capital Ltd
80$9.9K0.0%Deep ValueVery HighLondon, United Kingdom2026-11-03
Blue Trust, Inc.
68$8.4K0.0%ETFLowBrentwood, TN2026-10-15
MassMutual Private Wealth & Trust, FSB
64$7.9K0.0%CoreLowSpringfield, MA2026-10-05
Mather Group, Llc.
45$5.5K0.0%ETFMediumChicago, IL2026-10-14
SJS Investment Consulting Inc.
45$5.6K0.0%ETFVery LowSylvania, OH2026-10-26
Parkside Financial Bank & Trust
33$4.1K0.0%CoreVery LowSaint Louis, MO2026-10-27
Physician Wealth Advisors, Inc.
27$3.3K0.0%ETFMediumMidvale, UT2026-10-20
JFS Wealth Advisors, LLC
27$3.3K0.0%ETFVery LowHermitage, PA2026-11-03
Brown, Lisle Ings, Inc.
27$3.3K0.0%CoreVery LowProvidence, RI2026-10-16
Farmers & Merchants Investments Inc
24$3.0K0.0%CoreVery LowLincoln, NE2026-10-22
Creative Capital Management Investments LLC
13$1.6K0.0%ETFLowSan Diego, CA2026-10-28
Golden State Wealth Management, LLC
13$1.6K0.0%ETFMediumSanta Ana, CA2026-11-02
Kingdom Financial Group Llc.
9$1.1K0.0%ETFMediumPeoria, AZ2026-11-04
Ascentis Wealth Management, LLC
8$9860.0%Agg GrowthLowDallas, TX2026-11-03
Hughes Financial Services, LLC
7$9600.0%ETFLowHerndon, VA2026-10-30
True Wealth Design, LLC
7$8640.0%ETFMediumAkron, OH2026-10-13
Private Wealth Management Group, LLC
7$8640.0%ETFLowPrinceton, NJ2026-10-19
Essential Partners LLC
6$7400.0%ValueMediumRancho Santa Fe, CA2026-10-14
DiNuzzo Private Wealth, Inc.
6$7400.0%ETFLowBeaver, PA2026-10-16
Gilpin Wealth Management, LLC
5$6170.0%GrowthLowDenver, CO2026-10-09
Valley National Advisers Inc
5$6170.0%ETFLowBethlehem, PA2026-10-23
TD Private Client Wealth LLC
5$6160.0%ETFLowNew York, NY2026-10-28
UMB Private Wealth Management, LLC
3$3700.0%GrowthN/AKansas City, MO2026-10-19
Trust Co
3$3700.0%ETFVery LowManhattan, KS2026-10-09
Davis Capital Management
2$2470.0%CoreLowJacksonville, FL2026-10-08
Financial Consulate, Inc
2$2470.0%ETFLowHunt Valley, MD2026-10-23
WPG Advisers, LLC
2$2470.0%CoreLowBaltimore, MD2026-10-27
Bay Harbor Wealth Management, LLC
2$2470.0%ETFMediumHunt Valley, MD2026-11-03
DecisionPoint Financial, LLC
1$1260.0%ETFVery LowMesa, AZ2026-10-27
TFC Financial Management, Inc.
1$1240.0%ETFVery LowBoston, MA2026-10-26
Abound Wealth Management
1$1240.0%ETFVery LowFranklin, TN2026-10-26
GHP Investment Advisors, Inc.
1$1240.0%CoreVery LowDenver, CO2026-10-15
Proathlete Wealth Management LLC
1$1230.0%ETFVery LowBoca Raton, FL2026-10-15