Palomar HoldingsPLMR
13F holders, Q3 2024 (September 30)At the end of Q3 2024, 275 institutions reported holding Palomar Holdings Inc. (PLMR) in their 13F filings, up 46 from Q2 2024. 63 opened new positions and 18 sold out. The largest holders were BlackRock, Inc. ($393.9M), Vanguard Group Inc. ($238.7M) and Champlain Investment Partners, LLC ($112.7M). 8 famous investors held it, including George Soros (0.3% of Soros Fund Management's portfolio), Steve Cohen (0.0% of Point72 Asset Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Palomar Holdings Inc.
- CUSIP
- 69753M105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 63 | $86.3M |
| Exits | 18 | $15.0M |
All 13F filers, Q2 2024 → Q3 2024: 2,443,689 shares bought and 1,142,197 shares sold, net +1,301,492 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 275 holders
| BlackRock, Inc. | 0.01% | — | 4,160,886 | $393.9M |
| Vanguard Group Inc. | 0.00% | Add +6.5% | 2,521,800 | $238.7M |
| Champlain Investment Partners, LLC | 0.68% | Reduce -10.7% | 1,190,810 | $112.7M |
| State Street Corp. | 0.00% | Add +3.0% | 1,097,702 | $103.9M |
| Stephens Investment Management Group LLC | 1.13% | Reduce -12.5% | 873,644 | $82.7M |
| Sumitomo Mitsui Trust Group, Inc. | 0.04% | Reduce -24.3% | 644,435 | $61.0M |
| Geode Capital Management, LLC | 0.00% | Add +3.1% | 600,092 | $56.8M |
| Driehaus Capital Management LLC | 0.47% | Add +93.7% | 581,422 | $55.0M |
| American Century Companies Inc. | 0.03% | Add +28.8% | 574,896 | $54.4M |
| Dimensional Fund Advisors LP | 0.01% | Add +7.0% | 544,420 | $51.5M |
| Emerald Advisers, LLC | 1.65% | Add +1.9% | 449,973 | $42.6M |
| Villere St Denis J & Co. LLC | 3.30% | Reduce -0.7% | 418,068 | $39.6M |
| Westfield Capital Management Co. LP | 0.17% | Add +24.5% | 394,408 | $37.3M |
| Artemis Investment Management LLP | 0.55% | Add +12.9% | 383,276 | $36.3M |
| Emerald Mutual Fund Advisers Trust | 1.81% | Reduce -1.8% | 368,777 | $34.9M |
| Morgan Stanley | 0.00% | Add +23.5% | 367,270 | $34.8M |
| Macquarie Group Ltd. | 0.04% | Reduce -1.8% | 355,225 | $33.6M |
| Geneva Capital Management LLC | 0.54% | Add +0.3% | 340,763 | $32.3M |
| Federated Hermes, Inc. | 0.07% | Add +42.0% | 336,881 | $31.9M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -2.7% | 310,003 | $29.3M |
| Fred Alger Management, LLC | 0.13% | Reduce -0.8% | 293,432 | $27.8M |
| AXA S.A. | 0.08% | Add +8.9% | 291,716 | $27.6M |
| Handelsbanken Fonder AB | 0.09% | Add +0.4% | 239,267 | $22.7M |
| Northern Trust Corp. | 0.00% | Add +1.3% | 236,107 | $22.4M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +6.7% | 230,552 | $21.8M |
| Bank of New York Mellon Corp | 0.00% | Reduce -10.8% | 201,083 | $19.0M |
| Allspring Global Investments Holdings, LLC | 0.03% | Add +20.3% | 199,284 | $18.9M |
| Victory Capital Management Inc. | 0.02% | Add +7.3% | 190,742 | $18.1M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -6.8% | 170,964 | $16.2M |
| Kornitzer Capital Management Inc. | 0.29% | Add +0.8% | 162,973 | $15.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -13.8% | 157,947 | $15.0M |
| Marshall Wace, LLP | 0.02% | Add +47.7% | 153,237 | $14.5M |
| F/m Investments LLC | 0.44% | Reduce -0.3% | 146,716 | $13.9M |
| Blair William & Co. | 0.04% | Reduce -7.1% | 144,703 | $13.7M |
| Invesco Ltd. | 0.00% | Add +104.0% | 143,442 | $13.6M |
| Principal Financial Group Inc. | 0.01% | Add +0.1% | 139,665 | $13.2M |
| Bank of America Corp. | 0.00% | Add +0.4% | 139,412 | $13.2M |
| Norges Bank | 0.00% | Reduce -27.2% | 137,319 | $13.0M |
| State of Wisconsin Investment Board | 0.03% | Add +3.2% | 133,753 | $12.7M |
| JPMorgan Chase & Co. | 0.00% | Add +9.5% | 128,165 | $12.1M |
| Qube Research & Technologies Ltd | 0.02% | Add +149.0% | 125,224 | $11.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.1% | 119,771 | $11.3M |
| Point72 Asset Management | 0.04% | New | 116,125 | $11.0M |
| Soros Fund Management | 0.27% | New | 100,000 | $9.5M |
| Jupiter Asset Management Ltd. | 0.08% | New | 98,735 | $9.3M |
| NBW Capital LLC | 1.69% | Add +0.7% | 94,560 | $9.0M |
| Peregrine Capital Management LLC | 0.26% | Reduce -9.3% | 90,005 | $8.5M |
| D. E. Shaw & Co. | 0.01% | Reduce -26.2% | 89,452 | $8.5M |
| King Luther Capital Management Corp. | 0.04% | Add +1.2% | 88,630 | $8.4M |
| Ghisallo Capital Management LLC | 0.44% | New | 85,000 | $8.0M |
| Sei Investments Co. | 0.01% | Reduce -4.3% | 78,776 | $7.5M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +25.1% | 75,216 | $7.1M |
| Legal & General Group Plc | 0.00% | Add +3.9% | 71,978 | $6.8M |
| Barclays PLC | 0.00% | Add +112.6% | 71,803 | $6.8M |
| Rhumbline Advisers | 0.01% | Reduce -1.0% | 67,828 | $6.4M |
| Millennium Management | 0.01% | New | 66,360 | $6.3M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +33.8% | 60,476 | $5.7M |
| First Trust Advisors LP | 0.01% | Reduce -0.1% | 58,620 | $5.5M |
| Oak Ridge Investments LLC | 0.46% | Reduce -3.1% | 56,210 | $5.3M |
| Public Sector Pension Investment Board | 0.03% | Add +1.3% | 55,565 | $5.3M |
| Atlas Capital Advisors Inc. | 0.74% | Reduce -62.6% | 51,284 | $4.9M |
| AQR Capital Management | 0.01% | Add +14.5% | 51,177 | $4.8M |
| Renaissance Group LLC | 0.19% | Add +8.2% | 49,978 | $4.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -3.3% | 49,942 | $4.7M |
| Swiss National Bank | 0.00% | No change | 48,800 | $4.6M |
| Prudential Financial Inc. | 0.01% | Reduce -5.7% | 46,427 | $4.4M |
| Nicholas Investment Partners, LP | 0.44% | New | 45,438 | $4.3M |
| Janus Henderson Group PLC | 0.00% | Add +91.7% | 45,025 | $4.3M |
| Balyasny Asset Management L.P. | 0.01% | New | 44,859 | $4.2M |
| Citadel Advisors | 0.00% | Add +5.4% | 43,591 | $4.1M |
| Cubist Systematic Strategies, LLC | 0.06% | Add +13.7% | 42,998 | $4.1M |
| Algert Global LLC | 0.10% | Add +9.0% | 41,085 | $3.9M |
| Comerica Bank | 0.01% | Add +16.2% | 38,216 | $3.6M |
| Kennedy Capital Management LLC | 0.08% | Reduce -36.1% | 38,034 | $3.6M |
| Schonfeld Strategic Advisors LLC | 0.03% | New | 34,640 | $3.3M |
| Citigroup Inc. | 0.00% | Add +69.9% | 33,553 | $3.2M |
| Harbor Capital Advisors, Inc. | 0.14% | Add +85.5% | 33,457 | $3.2M |
| Thrivent Financial for Lutherans | 0.01% | Add +58.7% | 32,837 | $3.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +2.5% | 31,652 | $3.0M |
| Voloridge Investment Management, LLC | 0.01% | Reduce -9.4% | 30,131 | $2.9M |
| Vident Advisory, LLC | 0.07% | New | 29,877 | $2.8M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -1.3% | 28,278 | $2.7M |
| FJ Capital Management LLC | 0.28% | New | 27,783 | $2.6M |
| Redwood Investments, LLC | 0.77% | Reduce -19.2% | 27,498 | $2.6M |
| Moody Aldrich Partners LLC | 0.47% | New | 27,052 | $2.6M |
| Jane Street Group, LLC | 0.00% | Reduce -20.6% | 26,207 | $2.5M |
| Alliancebernstein L.P. | 0.00% | Add +6.2% | 26,202 | $2.5M |
| Two Sigma Investments, LP | 0.01% | Reduce -17.4% | 25,639 | $2.4M |
| Seven Grand Managers, LLC | 0.53% | New | 25,000 | $2.4M |
| Conestoga Capital Advisors, LLC | 0.03% | No change | 24,825 | $2.4M |
| California State Teachers Retirement System | 0.00% | Reduce -2.9% | 23,545 | $2.2M |
| Los Angeles Capital Management LLC | 0.01% | Reduce -0.6% | 22,680 | $2.1M |
| New York State Teachers Retirement System | 0.00% | No change | 22,542 | $2.1M |
| Teacher Retirement System of Texas | 0.01% | Reduce -12.6% | 20,994 | $2.0M |
| Quantbot Technologies LP | 0.08% | Add +97.0% | 20,895 | $2.0M |
| Renaissance Technologies | 0.00% | New | 20,500 | $1.9M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -7.7% | 20,355 | $1.9M |
| Premier Fund Managers Ltd | 0.07% | Add +4.7% | 19,882 | $1.9M |
| Russell Investments Group, Ltd. | 0.00% | Add +625.5% | 19,829 | $1.9M |
| Pathstone Holdings, LLC | 0.01% | Reduce -1.4% | 18,952 | $1.8M |
| Jackson Creek Investment Advisors LLC | 0.51% | Add +28.7% | 18,250 | $1.7M |
| Riverwater Partners LLC | 0.85% | New | 18,032 | $1.7M |
| HighTower Advisors, LLC | 0.00% | New | 18,067 | $1.7M |
| Bessemer Group Inc. | 0.00% | Add +0.6% | 18,064 | $1.7M |
| BNP Paribas Financial Markets | 0.00% | Reduce -38.5% | 18,024 | $1.7M |
| Bridgewater Associates | 0.01% | Add +81.7% | 17,429 | $1.7M |
| Raymond James & Associates | 0.00% | Add +56.9% | 16,977 | $1.6M |
| Wells Fargo & Company | 0.00% | Add +53.0% | 16,836 | $1.6M |
| UBS Group AG | 0.00% | Add +60.6% | 16,802 | $1.6M |
| Hunter Associates Investment Management LLC | 0.24% | Add +11.6% | 16,569 | $1.6M |
| Stifel Financial Corp. | 0.00% | Add +78.6% | 15,734 | $1.5M |
| Silvercrest Asset Management Group LLC | 0.01% | Add +2.5% | 15,288 | $1.4M |
| Deutsche Bank AG | 0.00% | Add +26.0% | 14,967 | $1.4M |
| State of Alaska, Department of Revenue | 0.01% | Add +2.1% | 14,942 | $1.4M |
| Squarepoint Ops LLC | 0.00% | Add +21.2% | 14,792 | $1.4M |
| State of Tennessee, Department of Treasury | 0.00% | Add +3.1% | 14,770 | $1.4M |
| New York State Common Retirement Fund | 0.00% | Add +40.3% | 14,177 | $1.3M |
| MetLife Investment Management, LLC | 0.01% | No change | 14,125 | $1.3M |
| Corebridge Financial, Inc. | 0.01% | Reduce -0.7% | 14,117 | $1.3M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -0.5% | 13,920 | $1.3M |
| Illinois Municipal Retirement Fund | 0.02% | Add +3.8% | 13,853 | $1.3M |
| Danske Bank A/S | 0.00% | Add +36.0% | 13,494 | $1.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +2.9% | 13,397 | $1.3M |
| HSBC Holdings PLC | 0.00% | Add +1.1% | 13,029 | $1.2M |
| Louisiana State Employees Retirement System | 0.02% | Add +1.6% | 12,700 | $1.2M |
| WINTON GROUP Ltd | 0.08% | Reduce -10.1% | 12,296 | $1.2M |
| Diversified Trust Co. | 0.03% | No change | 11,700 | $1.1M |
| Numerai GP LLC | 0.28% | Reduce -36.2% | 11,218 | $1.1M |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.06% | Reduce -0.9% | 11,200 | $1.1M |
| Natixis Advisors, LLC | 0.00% | New | 10,635 | $1.0M |
| Yousif Capital Management, LLC | 0.01% | Add +0.4% | 9,982 | $945K |
| STRS Ohio | 0.00% | Reduce -4.0% | 9,700 | $918K |
| Martingale Asset Management L P | 0.02% | Add +45.4% | 9,609 | $910K |
| Calamos Advisors LLC | 0.01% | New | 9,199 | $871K |
| Intech Investment Management LLC | 0.01% | Add +109.0% | 9,040 | $856K |
| Maryland State Retirement & Pension System | 0.02% | Add +1.8% | 8,842 | $837K |
| New Vernon Investment Management LLC | 0.90% | New | 8,820 | $835K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 8,183 | $775K |
| Lazard Asset Management LLC | 0.00% | Reduce -33.5% | 8,090 | $765K |
| Voya Investment Management LLC | 0.00% | Reduce -2.2% | 8,023 | $760K |
| Credit Agricole S A | 0.00% | New | 7,917 | $750K |
| Exchange Traded Concepts, LLC | 0.02% | New | 7,719 | $731K |
| Amalgamated Bank | 0.01% | Add +1.4% | 7,695 | $728K |
| Susquehanna International Group, LLP | 0.00% | Add +39.5% | 7,474 | $708K |
| Toth Financial Advisory Corp. | 0.08% | Add +83.8% | 7,350 | $696K |
| Arizona State Retirement System | 0.00% | Add +3.1% | 7,177 | $679K |
| Brevan Howard Capital Management LP | 0.03% | Reduce -8.8% | 7,128 | $675K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 6,931 | $656K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -14.4% | 6,705 | $635K |
| Sheets Smith Wealth Management | 0.08% | No change | 6,579 | $623K |
| Cetera Investment Advisers | 0.00% | New | 6,521 | $617K |
| Allianz Asset Management GmbH | 0.00% | Reduce -85.8% | 6,400 | $606K |
| Oregon Public Employees Retirement Fund | 0.01% | Add +2.6% | 6,197 | $587K |
| Simplex Trading, LLC | 0.02% | Add +53.2% | 6,075 | $575K |
| Aquatic Capital Management LLC | 0.01% | New | 5,900 | $559K |
| PDT Partners, LLC | 0.05% | Add +84.9% | 5,816 | $551K |
| Moran Wealth Management, LLC | 0.02% | New | 5,782 | $547K |
| Dynamic Technology Lab Private Ltd | 0.06% | New | 5,735 | $543K |
| Avantax Advisory Services, Inc. | 0.00% | Add +45.8% | 5,692 | $539K |
| Two Sigma Advisers, LP | 0.00% | Reduce -48.6% | 5,600 | $530K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +4.2% | 5,597 | $530K |
| Legato Capital Management LLC | 0.06% | New | 5,484 | $519K |
| Captrust Financial Advisors | 0.00% | Reduce -5.7% | 5,481 | $519K |
| Yarbrough Capital, LLC | 0.02% | No change | 5,351 | $507K |
| Deerfield Management Company, L.P. | 0.01% | New | 5,292 | $501K |
| Truist Financial Corp. | 0.00% | Reduce -9.1% | 5,161 | $489K |
| ProShare Advisors LLC | 0.00% | Add +36.5% | 5,141 | $487K |
| Y-Intercept (Hong Kong) Ltd | 0.03% | Reduce -6.9% | 4,962 | $470K |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -0.1% | 4,866 | $461K |
| Amundi | 0.00% | Reduce -78.7% | 4,610 | $445K |
| AlphaQuest LLC | 0.04% | Add +1122.5% | 4,181 | $396K |
| PNC Financial Services Group, Inc. | 0.00% | Add +14.0% | 4,090 | $387K |
| Cookson Peirce & Co. Inc. | 0.02% | New | 3,985 | $377K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -3.9% | 3,938 | $373K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 3,917 | $371K |
| Ameritas Advisory Services, LLC | 0.02% | New | 3,854 | $365K |
| Praxis Investment Management Inc. | 0.02% | No change | 3,850 | $364K |
| Alps Advisors Inc. | 0.00% | New | 3,750 | $355K |
| Centiva Capital, LP | 0.02% | New | 3,723 | $352K |
| Glenmede Trust Co. NA | 0.00% | New | 3,718 | $352K |
| Horizon Investment Services, LLC | 0.14% | New | 3,350 | $317K |
| Interval Partners, LP | 0.01% | New | 3,331 | $315K |
| Dark Forest Capital Management LP | 0.04% | New | 3,267 | $309K |
| Creative Planning | 0.00% | Add +23.2% | 3,240 | $307K |
| US Bancorp \de | 0.00% | Add +72.8% | 3,085 | $292K |
| Dakota Wealth Management | 0.01% | Reduce -1.9% | 2,978 | $282K |
| Bank of Montreal | 0.00% | Reduce -1.2% | 2,949 | $280K |
| Mariner, LLC | 0.00% | New | 2,918 | $276K |
| LPL Financial LLC | 0.00% | New | 2,888 | $273K |
| Petrus Trust Company, LTA | 0.03% | New | 2,880 | $273K |
| Atria Investments, Inc | 0.00% | Reduce -2.8% | 2,859 | $271K |
| SG Americas Securities, LLC | 0.00% | Reduce -94.0% | 2,798 | $265K |
| Jump Financial, LLC | 0.01% | Reduce -45.1% | 2,798 | $265K |
| Engineers Gate Manager LP | 0.01% | New | 2,769 | $262K |
| Summit Global Investments | 0.02% | New | 2,751 | $260K |
| Royal Bank of Canada | 0.00% | Add +3.9% | 2,722 | $258K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -28.4% | 2,712 | $257K |
| Cyndeo Wealth Partners, LLC | 0.02% | No change | 2,684 | $254K |
| Wolverine Trading, LLC | 0.01% | New | 2,536 | $240K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 2,424 | $229K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 2,333 | $228K |
| Baader Bank Aktiengesellschaft | 0.02% | New | 2,400 | $227K |
| Hohimer Wealth Management, LLC | 0.05% | New | 2,368 | $224K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 2,363 | $224K |
| Moody National Bank Trust Division | 0.02% | New | 2,350 | $222K |
| Corton Capital Inc. | 0.10% | New | 2,249 | $213K |
| Lido Advisors, LLC | 0.00% | New | 2,223 | $210K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 2,204 | $209K |
| Nebula Research & Development LLC | 0.02% | New | 2,183 | $207K |
| Graham Capital Management, L.P. | 0.01% | New | 2,150 | $204K |
| FMR LLC | 0.00% | Add +39.5% | 2,123 | $201K |
| Cwm, LLC | 0.00% | Add +31.7% | 2,109 | $200K |
| Hamilton Capital Partners Inc. | 0.01% | No change | 1,770 | $168K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 1,779 | $166K |
| Globeflex Capital L P | 0.01% | Add +0.9% | 1,615 | $153K |
| Acadian Asset Management LLC | 0.00% | New | 1,534 | $145K |
| Penserra Capital Management LLC | 0.00% | New | 1,344 | $127K |
| Covestor Ltd | 0.06% | Add +20.2% | 1,076 | $102K |
| Quadrant Capital Group LLC | 0.01% | Reduce -0.9% | 1,022 | $97K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -82.2% | 887 | $84K |
| Advisors Asset Management, Inc. | 0.00% | No change | 872 | $83K |
| Osaic Holdings, Inc. | 0.00% | Add +5.7% | 757 | $72K |
| KBC Group NV | 0.00% | No change | 721 | $68K |
| State of Wyoming | 0.01% | Add +10.1% | 689 | $65K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +1.8% | 683 | $65K |
| Oarsman Capital, Inc. | 0.01% | New | 667 | $63K |
| International Assets Investment Management, LLC | 0.00% | No change | 609 | $58K |
| Picton Mahoney Asset Management | 0.00% | New | 512 | $48K |
| Farther Finance Advisors, LLC | 0.00% | Add +490.9% | 455 | $43K |
| Signaturefd, LLC | 0.00% | No change | 440 | $42K |
| Lanark Financial, Inc. | 0.00% | No change | 393 | $37K |
| GAMMA Investing LLC | 0.00% | Add +48.6% | 382 | $36K |
| Atwood & Palmer Inc. | 0.00% | Reduce -41.7% | 350 | $33K |
| Jones Financial Companies LLLP | 0.00% | Add +16.1% | 302 | $29K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | New | 268 | $25K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 219 | $21K |
| Hollencrest Capital Management | 0.00% | No change | 189 | $18K |
| Quarry LP | 0.01% | Add +138.2% | 181 | $17K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 109 | $10K |
| Fifth Third Bancorp | 0.00% | Add +2.1% | 98 | $9K |
| Hillsdale Investment Management Inc. | 0.00% | No change | 80 | $8K |
| LRI Investments, LLC | 0.00% | No change | 60 | $6K |
| Smartleaf Asset Management LLC | 0.00% | Add +47.7% | 65 | $6K |
| Earned Wealth Advisors, LLC | 0.00% | New | 61 | $6K |
| UMB Bank, n.a. | 0.00% | Add +114.8% | 58 | $5K |
| Arax Advisory Partners | 0.00% | No change | 57 | $5K |
| Aster Capital Management (DIFC) Ltd | 0.00% | — | 47 | $4K |
| McIlrath & Eck, LLC | 0.00% | New | 47 | $4K |
| LGT Financial Advisors LLC | 0.01% | No change | 44 | $4K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 38 | $4K |
| Principal Securities, Inc. | 0.00% | Add +20.0% | 36 | $3K |
| Rothschild Investment LLC | 0.00% | Add +100.0% | 30 | $3K |
| Sterling Capital Management LLC | 0.00% | — | 25 | $2K |
| Parallel Advisors, LLC | 0.00% | Add +58.3% | 19 | $2K |
| Lindbrook Capital, LLC | 0.00% | No change | 18 | $2K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 18 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 17 | $2K |
| Concord Wealth Partners | 0.00% | New | 13 | $1K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 12 | $1K |
| Beacon Capital Management, LLC | 0.00% | No change | 11 | $1K |
| Hemington Wealth Management | 0.00% | New | 14 | $1K |
| Global Retirement Partners, LLC | 0.00% | New | 10 | $947 |
| Caitlin John, LLC | 0.00% | No change | 8 | $808 |
| Private Wealth Management Group, LLC | 0.00% | No change | 7 | $663 |
| Allworth Financial LP | 0.00% | Add +40.0% | 7 | $663 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 6 | $569 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +20.0% | 6 | $569 |
| Parkside Financial Bank & Trust | 0.00% | No change | 5 | $474 |
| Huntington National Bank | 0.00% | No change | 5 | $473 |
| SJS Investment Consulting Inc. | 0.00% | No change | 4 | $379 |
| Larson Financial Group LLC | 0.00% | Reduce -93.8% | 4 | $379 |
| Abound Wealth Management | 0.00% | New | 2 | $190 |
| Mendota Financial Group, LLC | 0.00% | New | 2 | $190 |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 2 | $189 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $95 |
"% of holder's portfolio" is PLMR's weight in each manager's 13F, not the share of Palomar Holdings Inc. the manager owns.