Institutional Ownership Palomar Holdings, Inc. (PLMR)
This table provides information about the institutional ownership of Palomar Holdings, Inc. (PLMR). We have compiled data on the 289 institutions that hold shares in the stock, with a total of 23.9 Million shares, which have been reported (via 13F filing form) to have a value of $3.27 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
414
shares
|
$56,622
0.0% of portfolio
|
Q4 2024
Added 536.92%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
361
shares
|
$49,373
0.0% of portfolio
|
Q4 2024
Reduced 5.5%
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
350
shares
|
$47,869
0.0% of portfolio
|
Q3 2024
Reduced 41.67%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
293
shares
|
$40,073
0.0% of portfolio
|
Q4 2024
Added 9.33%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
246
shares
|
$33,645
0.0% of portfolio
|
Q4 2024
Added 70.83%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
219
shares
|
$29,952
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Simplex Trading, LLC
|
Feb 11, 2025 Q4 2024 |
212
shares
|
$28,995
0.0% of portfolio
|
Q4 2024
Reduced 96.51%
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
189
shares
|
$25,849
0.0% of portfolio
|
Q2 2024
Added 89.0%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
176
shares
|
$24,071
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
157
shares
|
$21,472
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
109
shares
|
$14,907
0.0% of portfolio
|
Q2 2024
Added 738.46%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
100
shares
|
$13,677
0.0% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
84
shares
|
$11,488
0.0% of portfolio
|
Q4 2024
Added 1580.0%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
Feb 11, 2025 Q4 2024 |
80
shares
|
$10,941
0.0% of portfolio
|
Q2 2024
Added 14.29%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
72
shares
|
$9,847
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
60
shares
|
$8,206
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
58
shares
|
$7,932
0.0% of portfolio
|
Q3 2024
Added 114.81%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
57
shares
|
$7,795
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
52
shares
|
$7,112
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
52
shares
|
$7,112
0.0% of portfolio
|
Q4 2024
Added 173.68%
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
47
shares
|
$6,428
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
47
shares
|
$6,428
0.0% of portfolio
|
Q2 2024
Added 370.0%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
45
shares
|
$6,154
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
44
shares
|
$6,017
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
42
shares
|
$5,744
0.0% of portfolio
|
Q4 2024
New holding
|