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 374 institutions that hold shares in the stock, with a total of 23.8 Million shares, which have been reported (via 13F filing form) to have a value of $3.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
89
shares
|
$11,545
0.0% of portfolio
|
Q3 2025
Added 89.36%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
74
shares
|
$9,599
0.0% of portfolio
|
Q3 2025
Reduced 19.57%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
73
shares
|
$9,469
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
73
shares
|
$9,469
0.0% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
72
shares
|
$9,339
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
68
shares
|
$8,820
0.0% of portfolio
|
Q2 2025
Reduced 43.8%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
64
shares
|
$8,302
0.0% of portfolio
|
Q2 2025
Added 137.04%
|
|
|
Matrix Trust CO
|
Oct 14, 2025 Q3 2025 |
62
shares
|
$8,042
0.0% of portfolio
|
Q3 2025
Reduced 17.33%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Nov 07, 2025 Q3 2025 |
60
shares
|
$7,783
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Nov 12, 2025 Q3 2025 |
54
shares
|
$7,004
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
52
shares
|
$6,745
0.0% of portfolio
|
Q2 2025
Reduced 69.41%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
Nov 10, 2025 Q3 2025 |
50
shares
|
$6,486
0.0% of portfolio
|
Q3 2025
Reduced 16.67%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
49
shares
|
$6,356
0.0% of portfolio
|
Q3 2025
Reduced 76.33%
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
48
shares
|
$6,226
0.0% of portfolio
|
Q3 2025
Added 108.7%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
47
shares
|
$6,096
0.0% of portfolio
|
Q2 2024
Added 370.0%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
47
shares
|
$6,096
0.0% of portfolio
|
Q3 2025
Added 2.17%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
47
shares
|
$6,096
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bayforest Capital LTD
London, X0 |
Oct 24, 2025 Q3 2025 |
47
shares
|
$6,096
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
46
shares
|
$5,967
0.0% of portfolio
|
Q2 2025
Reduced 23.33%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
45
shares
|
$5,837
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
42
shares
|
$5,448
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
41
shares
|
$5,318
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
40
shares
|
$5,188
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pittenger & Anderson Inc
|
Nov 03, 2025 Q3 2025 |
40
shares
|
$5,188
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
39
shares
|
$5,059
0.0% of portfolio
|
Q3 2025
Reduced 18.75%
|
|