Palomar HoldingsPLMR
13F holders, Q4 2024 (December 31)At the end of Q4 2024, 280 institutions reported holding Palomar Holdings Inc. (PLMR) in their 13F filings, up 5 from Q3 2024. 31 opened new positions and 33 sold out. The largest holders were BlackRock, Inc. ($455.5M), Vanguard Group Inc. ($271.9M) and State Street Corp. ($123.2M). 6 famous investors held it, including Steve Cohen (0.0% of Point72 Asset Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Palomar Holdings Inc.
- CUSIP
- 69753M105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $14.4M |
| Exits | 33 | $24.3M |
All 13F filers, Q3 2024 → Q4 2024: 2,021,921 shares bought and 1,941,385 shares sold, net +80,536 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 280 holders
| BlackRock, Inc. | 0.01% | Add +3.7% | 4,313,994 | $455.5M |
| Vanguard Group Inc. | 0.00% | Add +2.1% | 2,574,923 | $271.9M |
| State Street Corp. | 0.00% | Add +6.3% | 1,167,210 | $123.2M |
| Champlain Investment Partners, LLC | 0.55% | Reduce -31.0% | 821,520 | $86.7M |
| American Century Companies Inc. | 0.05% | Add +36.6% | 785,419 | $82.9M |
| Stephens Investment Management Group LLC | 0.96% | Reduce -22.2% | 679,634 | $71.8M |
| Geode Capital Management, LLC | 0.01% | Add +3.1% | 618,840 | $65.4M |
| Westfield Capital Management Co. LP | 0.27% | Add +50.5% | 593,460 | $62.7M |
| Dimensional Fund Advisors LP | 0.01% | Add +3.2% | 561,740 | $59.3M |
| Driehaus Capital Management LLC | 0.47% | Reduce -6.8% | 542,142 | $57.2M |
| Sumitomo Mitsui Trust Group, Inc. | 0.04% | Reduce -16.5% | 538,232 | $56.8M |
| Artemis Investment Management LLP | 0.68% | Add +18.7% | 455,082 | $48.1M |
| Emerald Advisers, LLC | 1.78% | Reduce -3.3% | 435,043 | $45.9M |
| T. Rowe Price Associates Inc. | 0.01% | Add +39.4% | 432,060 | $45.6M |
| Villere St Denis J & Co. LLC | 3.80% | Reduce -6.7% | 389,933 | $41.2M |
| Federated Hermes, Inc. | 0.09% | Add +11.2% | 374,523 | $39.5M |
| Macquarie Group Ltd. | 0.05% | Reduce -0.5% | 353,493 | $37.3M |
| Geneva Capital Management LLC | 0.62% | Reduce -1.3% | 336,381 | $35.5M |
| Emerald Mutual Fund Advisers Trust | 1.99% | Reduce -16.1% | 309,351 | $32.7M |
| Northern Trust Corp. | 0.00% | Add +17.8% | 278,240 | $29.4M |
| Morgan Stanley | 0.00% | Reduce -29.1% | 260,584 | $27.5M |
| Fred Alger Management, LLC | 0.13% | Reduce -12.6% | 256,496 | $27.1M |
| AXA S.A. | 0.08% | Reduce -15.0% | 247,882 | $26.2M |
| Handelsbanken Fonder AB | 0.10% | Add +2.2% | 244,602 | $25.8M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +4.2% | 240,176 | $25.4M |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.1% | 198,941 | $21.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +25.9% | 198,850 | $21.0M |
| Norges Bank | 0.00% | Add +42.3% | 195,444 | $20.6M |
| Invesco Ltd. | 0.00% | Add +24.5% | 178,569 | $18.9M |
| JPMorgan Chase & Co. | 0.00% | Add +37.8% | 176,561 | $18.6M |
| Nuveen Asset Management, LLC | 0.01% | Add +1.3% | 173,135 | $18.3M |
| Allspring Global Investments Holdings, LLC | 0.03% | Reduce -15.1% | 169,255 | $17.7M |
| Qube Research & Technologies Ltd | 0.03% | Add +25.0% | 156,534 | $16.5M |
| Principal Financial Group Inc. | 0.01% | Add +5.6% | 147,540 | $15.6M |
| State of Wisconsin Investment Board | 0.04% | Add +9.4% | 146,386 | $15.5M |
| Point72 Asset Management | 0.04% | Add +23.3% | 143,191 | $15.1M |
| Blair William & Co. | 0.04% | Reduce -1.4% | 142,735 | $15.1M |
| Atlas Capital Advisors Inc. | 1.90% | Add +175.5% | 141,284 | $14.9M |
| Janus Henderson Group PLC | 0.01% | Add +211.8% | 140,384 | $14.8M |
| Balyasny Asset Management L.P. | 0.03% | Add +199.6% | 134,397 | $14.2M |
| Victory Capital Management Inc. | 0.01% | Reduce -31.1% | 131,340 | $13.9M |
| Kornitzer Capital Management Inc. | 0.27% | Reduce -19.6% | 131,108 | $13.8M |
| Bank of America Corp. | 0.00% | Reduce -14.5% | 119,210 | $12.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.1% | 118,513 | $12.5M |
| Freestone Grove Partners LP | 0.14% | — | 111,503 | $11.8M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +44.8% | 108,913 | $11.5M |
| Jupiter Asset Management Ltd. | 0.10% | Reduce -4.0% | 94,838 | $10.0M |
| Peregrine Capital Management LLC | 0.29% | Add +1.8% | 91,650 | $9.7M |
| NBW Capital LLC | 1.79% | Reduce -3.4% | 91,337 | $9.6M |
| King Luther Capital Management Corp. | 0.04% | Add +0.3% | 88,851 | $9.4M |
| Sei Investments Co. | 0.01% | Reduce -1.7% | 77,416 | $8.2M |
| Marshall Wace, LLP | 0.01% | Reduce -49.9% | 76,738 | $8.1M |
| Legal & General Group Plc | 0.00% | Add +2.6% | 73,842 | $7.8M |
| Barclays PLC | 0.00% | Add +1.8% | 73,123 | $7.7M |
| Rhumbline Advisers | 0.01% | Add +1.8% | 69,049 | $7.3M |
| Public Sector Pension Investment Board | 0.03% | Add +18.7% | 65,939 | $7.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +30.0% | 64,907 | $6.9M |
| D. E. Shaw & Co. | 0.01% | Reduce -29.4% | 63,151 | $6.7M |
| Moody Aldrich Partners LLC | 1.22% | Add +130.4% | 62,322 | $6.6M |
| Renaissance Group LLC | 0.24% | Add +11.4% | 55,682 | $5.9M |
| First Trust Advisors LP | 0.01% | Reduce -6.3% | 54,947 | $5.8M |
| Oak Ridge Investments LLC | 0.45% | Reduce -2.6% | 54,765 | $5.8M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | — | 53,524 | $5.7M |
| F/m Investments LLC | 0.20% | Reduce -64.4% | 52,233 | $5.5M |
| Swiss National Bank | 0.00% | Add +5.5% | 51,500 | $5.4M |
| Comerica Bank | 0.02% | Add +25.6% | 48,020 | $5.1M |
| Nicholas Investment Partners, LP | 0.49% | Add +4.1% | 47,310 | $5.0M |
| Prudential Financial Inc. | 0.01% | Reduce -1.2% | 45,856 | $4.8M |
| Algert Global LLC | 0.11% | Add +8.5% | 44,584 | $4.7M |
| Trillium Asset Management, LLC | 0.12% | New | 43,557 | $4.6M |
| Harbor Capital Advisors, Inc. | 0.20% | Add +28.1% | 42,853 | $4.5M |
| Ghisallo Capital Management LLC | 0.27% | Reduce -50.0% | 42,500 | $4.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +28.6% | 40,688 | $4.3M |
| New Vernon Investment Management LLC | 5.54% | Add +98.6% | 17,517 | $4.2M |
| AQR Capital Management | 0.01% | Reduce -22.9% | 39,459 | $4.2M |
| Amundi | 0.00% | Add +753.5% | 39,344 | $4.2M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -36.2% | 38,603 | $4.1M |
| Deutsche Bank AG | 0.00% | Add +156.0% | 38,319 | $4.0M |
| Citigroup Inc. | 0.00% | Add +10.6% | 37,101 | $3.9M |
| Allianz Asset Management GmbH | 0.01% | Add +472.7% | 36,653 | $3.9M |
| Kennedy Capital Management LLC | 0.08% | Reduce -14.4% | 32,571 | $3.4M |
| Lighthouse Investment Partners, LLC | 0.13% | New | 32,165 | $3.4M |
| Schonfeld Strategic Advisors LLC | 0.02% | Reduce -9.3% | 31,428 | $3.3M |
| Cubist Systematic Strategies, LLC | 0.05% | Reduce -27.4% | 31,198 | $3.3M |
| Alliancebernstein L.P. | 0.00% | Add +15.1% | 30,157 | $3.2M |
| Wells Fargo & Company | 0.00% | Add +77.9% | 29,953 | $3.2M |
| Vident Advisory, LLC | 0.06% | Reduce -0.5% | 29,716 | $3.1M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -11.1% | 29,204 | $3.1M |
| Raymond James Financial Inc. | 0.00% | — | 29,017 | $3.1M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +1.9% | 28,829 | $3.0M |
| Redwood Investments, LLC | 0.78% | Reduce -0.2% | 27,451 | $2.9M |
| UBS Group AG | 0.00% | Add +51.7% | 25,486 | $2.7M |
| California State Teachers Retirement System | 0.00% | Add +3.8% | 24,444 | $2.6M |
| Los Angeles Capital Management LLC | 0.01% | No change | 22,680 | $2.4M |
| New York State Teachers Retirement System | 0.01% | No change | 22,542 | $2.4M |
| FJ Capital Management LLC | 0.26% | Reduce -22.6% | 21,506 | $2.3M |
| Millennium Management | 0.00% | Reduce -67.8% | 21,336 | $2.3M |
| Teacher Retirement System of Texas | 0.01% | Reduce -0.3% | 20,923 | $2.2M |
| Conestoga Capital Advisors, LLC | 0.03% | Reduce -16.5% | 20,720 | $2.2M |
| Pathstone Holdings, LLC | 0.01% | Add +7.0% | 20,280 | $2.1M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -3.8% | 19,589 | $2.1M |
| Intech Investment Management LLC | 0.02% | Add +110.2% | 19,006 | $2.0M |
| Citadel Advisors | 0.00% | Reduce -57.9% | 18,342 | $1.9M |
| Riverwater Partners LLC | 0.93% | Add +0.1% | 18,052 | $1.9M |
| Premier Fund Managers Ltd | 0.07% | Reduce -9.2% | 18,057 | $1.9M |
| Hunter Associates Investment Management LLC | 0.29% | Add +6.8% | 17,689 | $1.9M |
| Silvercrest Asset Management Group LLC | 0.01% | Add +3.0% | 15,750 | $1.7M |
| Danske Bank A/S | 0.00% | Add +15.2% | 15,541 | $1.6M |
| Sheets Smith Investment Management | 1.38% | — | 15,423 | $1.6M |
| MetLife Investment Management, LLC | 0.01% | Add +8.7% | 15,354 | $1.6M |
| New York State Common Retirement Fund | 0.00% | Add +7.0% | 15,177 | $1.6M |
| State of Alaska, Department of Revenue | 0.02% | Add +0.7% | 15,042 | $1.6M |
| Credit Agricole S A | 0.01% | Add +88.8% | 14,943 | $1.6M |
| Stifel Financial Corp. | 0.00% | Reduce -6.6% | 14,698 | $1.6M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -25.9% | 14,686 | $1.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +9.3% | 14,636 | $1.5M |
| Quantbot Technologies LP | 0.06% | Reduce -31.5% | 14,318 | $1.5M |
| Illinois Municipal Retirement Fund | 0.02% | Add +0.5% | 13,916 | $1.5M |
| Corebridge Financial, Inc. | 0.01% | Reduce -2.8% | 13,720 | $1.4M |
| Two Sigma Investments, LP | 0.00% | Reduce -46.8% | 13,645 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | Add +81.5% | 13,562 | $1.4M |
| Bessemer Group Inc. | 0.00% | Reduce -27.7% | 13,065 | $1.4M |
| Louisiana State Employees Retirement System | 0.03% | Add +0.8% | 12,800 | $1.4M |
| WINTON GROUP Ltd | 0.09% | Add +2.8% | 12,643 | $1.3M |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -19.2% | 11,929 | $1.3M |
| Formula Growth Ltd. | 0.42% | New | 11,809 | $1.2M |
| Voloridge Investment Management, LLC | 0.00% | Reduce -60.9% | 11,794 | $1.2M |
| Natixis Advisors, LLC | 0.00% | Add +4.5% | 11,110 | $1.2M |
| Integrated Quantitative Investments LLC | 0.54% | — | 10,321 | $1.1M |
| Yousif Capital Management, LLC | 0.01% | Add +0.2% | 10,005 | $1.1M |
| Squarepoint Ops LLC | 0.00% | Reduce -34.7% | 9,655 | $1.0M |
| Martingale Asset Management L P | 0.02% | No change | 9,609 | $1.0M |
| STRS Ohio | 0.00% | Reduce -3.1% | 9,400 | $993K |
| Maryland State Retirement & Pension System | 0.02% | Add +0.8% | 8,913 | $941K |
| Calamos Advisors LLC | 0.01% | Reduce -5.0% | 8,740 | $923K |
| Numerai GP LLC | 0.25% | Reduce -23.2% | 8,611 | $909K |
| Diversified Trust Co. | 0.02% | Reduce -28.0% | 8,426 | $890K |
| HSBC Holdings PLC | 0.00% | Reduce -35.5% | 8,401 | $887K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.05% | Reduce -25.0% | 8,400 | $886K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 8,183 | $864K |
| Horizon Investment Services, LLC | 0.36% | Add +139.6% | 8,028 | $848K |
| Glenmede Trust Co. NA | 0.00% | Add +113.5% | 7,936 | $838K |
| Exchange Traded Concepts, LLC | 0.02% | Add +2.6% | 7,919 | $836K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +16.8% | 7,832 | $827K |
| ProShare Advisors LLC | 0.00% | Add +51.0% | 7,765 | $820K |
| Amalgamated Bank | 0.01% | Reduce -0.2% | 7,679 | $811K |
| Arizona State Retirement System | 0.00% | Add +5.7% | 7,585 | $801K |
| Captrust Financial Advisors | 0.00% | Add +36.9% | 7,505 | $792K |
| Voya Investment Management LLC | 0.00% | Reduce -7.1% | 7,451 | $787K |
| Toth Financial Advisory Corp. | 0.09% | No change | 7,350 | $776K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 6,931 | $732K |
| Jump Financial, LLC | 0.02% | Add +146.1% | 6,885 | $727K |
| Sheets Smith Wealth Management | 0.08% | No change | 6,579 | $695K |
| Cookson Peirce & Co. Inc. | 0.03% | Add +63.0% | 6,497 | $686K |
| Cetera Investment Advisers | 0.00% | Reduce -3.9% | 6,267 | $662K |
| Oregon Public Employees Retirement Fund | 0.01% | No change | 6,197 | $654K |
| Moran Wealth Management, LLC | 0.02% | Add +6.5% | 6,160 | $650K |
| Legato Capital Management LLC | 0.08% | Add +8.0% | 5,920 | $625K |
| Avantax Advisory Services, Inc. | 0.00% | Add +2.5% | 5,837 | $616K |
| Tidal Investments LLC | 0.01% | New | 5,830 | $616K |
| PDT Partners, LLC | 0.05% | No change | 5,816 | $614K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +0.9% | 5,650 | $597K |
| KLP Kapitalforvaltning As | 0.00% | — | 5,600 | $591K |
| Yarbrough Capital, LLC | 0.02% | No change | 5,351 | $565K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | — | 5,222 | $551K |
| PNC Financial Services Group, Inc. | 0.00% | Add +26.3% | 5,165 | $545K |
| Truist Financial Corp. | 0.00% | Reduce -0.9% | 5,114 | $540K |
| BNP Paribas Financial Markets | 0.00% | Reduce -71.7% | 5,093 | $538K |
| Two Sigma Advisers, LP | 0.00% | Reduce -10.7% | 5,000 | $528K |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -0.4% | 4,846 | $512K |
| Quadrature Capital Ltd | 0.01% | New | 4,809 | $509K |
| Hussman Strategic Advisors, Inc. | 0.13% | New | 4,200 | $443K |
| Creative Planning | 0.00% | Add +24.9% | 4,048 | $427K |
| Mutual of America Capital Management LLC | 0.00% | Add +1.8% | 4,009 | $423K |
| Pictet Asset Management Holding SA | 0.00% | Add +46.3% | 3,968 | $419K |
| Lazard Asset Management LLC | 0.00% | Reduce -51.0% | 3,961 | $416K |
| Alps Advisors Inc. | 0.00% | No change | 3,750 | $396K |
| Brown Advisory Inc. | 0.00% | New | 3,705 | $391K |
| Wolverine Trading, LLC | 0.01% | Add +47.6% | 3,742 | $391K |
| Bank of Montreal | 0.00% | Add +21.7% | 3,590 | $379K |
| AlphaQuest LLC | 0.05% | Reduce -17.0% | 3,471 | $367K |
| Hamilton Capital Partners Inc. | 0.03% | Add +93.0% | 3,417 | $361K |
| Significant Wealth Partners LLC | 0.18% | New | 3,311 | $350K |
| HighTower Advisors, LLC | 0.00% | Reduce -82.4% | 3,179 | $336K |
| LPL Financial LLC | 0.00% | Add +6.7% | 3,082 | $325K |
| Dakota Wealth Management | 0.01% | Add +3.1% | 3,070 | $324K |
| Centiva Capital, LP | 0.01% | Reduce -18.6% | 3,029 | $320K |
| Contravisory Investment Management, Inc. | 0.07% | New | 3,007 | $318K |
| Lido Advisors, LLC | 0.00% | Add +32.8% | 2,953 | $312K |
| Bridgewater Associates | 0.00% | Reduce -83.2% | 2,923 | $309K |
| Bayesian Capital Management, LP | 0.04% | New | 2,871 | $303K |
| Atria Investments, Inc | 0.00% | Add +0.4% | 2,870 | $303K |
| Summit Global Investments | 0.02% | Add +2.3% | 2,814 | $297K |
| Mariner, LLC | 0.00% | Reduce -5.2% | 2,766 | $292K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +11.0% | 2,691 | $284K |
| Hohimer Wealth Management, LLC | 0.05% | Add +6.3% | 2,518 | $266K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | Reduce -50.6% | 2,451 | $259K |
| Cibc World Markets Corp. | 0.00% | New | 2,406 | $254K |
| Keebeck Wealth Management | 0.04% | New | 2,394 | $253K |
| Freedom Investment Management, Inc. | 0.02% | New | 2,384 | $252K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +168.7% | 2,383 | $252K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 2,363 | $250K |
| Cerity Partners LLC | 0.00% | New | 2,408 | $248K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 2,329 | $246K |
| Orion Portfolio Solutions, LLC | 0.00% | New | 2,329 | $246K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -1.0% | 2,181 | $230K |
| Evergreen Capital Management LLC | 0.01% | New | 2,103 | $222K |
| Systematic Alpha Investments, LLC | 0.01% | New | 2,000 | $211K |
| Royal Bank of Canada | 0.00% | Reduce -27.2% | 1,982 | $210K |
| Crossmark Global Holdings, Inc. | 0.00% | New | 1,955 | $206K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 1,779 | $182K |
| FMR LLC | 0.00% | Reduce -20.5% | 1,687 | $178K |
| US Bancorp \de | 0.00% | Reduce -47.6% | 1,615 | $171K |
| Avanza Fonder AB | 0.00% | — | 1,353 | $143K |
| Cwm, LLC | 0.00% | Reduce -40.0% | 1,266 | $134K |
| Covestor Ltd | 0.08% | Add +13.8% | 1,224 | $129K |
| Quadrant Capital Group LLC | 0.01% | Add +8.1% | 1,105 | $117K |
| KBC Group NV | 0.00% | Add +44.9% | 1,045 | $110K |
| Osaic Holdings, Inc. | 0.00% | Add +12.7% | 853 | $90K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -2.4% | 851 | $90K |
| State of Wyoming | 0.01% | Add +8.3% | 746 | $79K |
| Oarsman Capital, Inc. | 0.01% | Add +6.8% | 712 | $75K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -2.6% | 665 | $72K |
| Farther Finance Advisors, LLC | 0.00% | Add +21.8% | 554 | $58K |
| Jones Financial Companies LLLP | 0.00% | Add +63.3% | 493 | $52K |
| Aquatic Capital Management LLC | 0.00% | Reduce -92.0% | 471 | $50K |
| Signaturefd, LLC | 0.00% | Reduce -0.7% | 437 | $46K |
| Smartleaf Asset Management LLC | 0.00% | Add +536.9% | 414 | $43K |
| GAMMA Investing LLC | 0.00% | Reduce -5.5% | 361 | $38K |
| Atwood & Palmer Inc. | 0.00% | No change | 350 | $37K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +9.3% | 293 | $31K |
| Blue Trust, Inc. | 0.00% | New | 246 | $26K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 219 | $23K |
| Simplex Trading, LLC | 0.00% | Reduce -96.5% | 212 | $22K |
| Hollencrest Capital Management | 0.00% | No change | 189 | $20K |
| TCTC Holdings, LLC | 0.00% | New | 176 | $19K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 109 | $12K |
| Fifth Third Bancorp | 0.00% | Add +2.0% | 100 | $11K |
| Huntington National Bank | 0.00% | Add +1580.0% | 84 | $9K |
| Hillsdale Investment Management Inc. | 0.00% | No change | 80 | $8K |
| SBI Securities Co., Ltd. | 0.00% | — | 72 | $8K |
| LRI Investments, LLC | 0.00% | No change | 60 | $6K |
| UMB Bank, n.a. | 0.00% | No change | 58 | $6K |
| Arax Advisory Partners | 0.00% | No change | 57 | $6K |
| Venturi Wealth Management, LLC | 0.00% | New | 52 | $5K |
| Parallel Advisors, LLC | 0.00% | Add +173.7% | 52 | $5K |
| McIlrath & Eck, LLC | 0.00% | No change | 47 | $5K |
| Mather Group, Llc. | 0.00% | New | 45 | $5K |
| LGT Financial Advisors LLC | 0.01% | No change | 44 | $5K |
| Bogart Wealth, LLC | 0.00% | New | 42 | $4K |
| Principal Securities, Inc. | 0.00% | Add +8.3% | 39 | $4K |
| Rothschild Investment LLC | 0.00% | Add +16.7% | 35 | $4K |
| Sterling Capital Management LLC | 0.00% | Add +8.0% | 27 | $3K |
| Versant Capital Management, Inc | 0.00% | New | 24 | $3K |
| Hemington Wealth Management | 0.00% | Add +50.0% | 21 | $2K |
| Lindbrook Capital, LLC | 0.00% | No change | 18 | $2K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 18 | $2K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 18 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 17 | $2K |
| Concord Wealth Partners | 0.00% | No change | 13 | $1K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 13 | $1K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 12 | $1K |
| IFP Advisors, Inc | 0.00% | New | 12 | $1K |
| Beacon Capital Management, LLC | 0.00% | No change | 11 | $1K |
| Picton Mahoney Asset Management | 0.00% | Reduce -97.7% | 12 | $1K |
| Caitlin John, LLC | 0.00% | No change | 8 | $845 |
| Private Wealth Management Group, LLC | 0.00% | No change | 7 | $740 |
| Assetmark, Inc. | 0.00% | New | 7 | $739 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 6 | $634 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 6 | $634 |
| Parkside Financial Bank & Trust | 0.00% | No change | 5 | $528 |
| Larson Financial Group LLC | 0.00% | No change | 4 | $422 |
| CoreCap Advisors, LLC | 0.00% | New | 4 | $422 |
| Allworth Financial LP | 0.00% | Reduce -57.1% | 3 | $324 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -25.0% | 3 | $317 |
| Abound Wealth Management | 0.00% | No change | 2 | $212 |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 2 | $211 |
| Parkworth Wealth Management, Inc. | 0.00% | — | 1 | $106 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $106 |
| Global Financial Private Client, LLC | 0.00% | New | 1 | $106 |
"% of holder's portfolio" is PLMR's weight in each manager's 13F, not the share of Palomar Holdings Inc. the manager owns.