Palomar HoldingsPLMR

13F holders, Q1 2025 (March 31)
337holders +57
76new positions
20sold out
6famous investors
$137.12avg. 13F price*

At the end of Q1 2025, 337 institutions reported holding Palomar Holdings Inc. (PLMR) in their 13F filings, up 57 from Q4 2024. 76 opened new positions and 20 sold out. The largest holders were BlackRock, Inc. ($570.7M), Vanguard Group Inc. ($348.7M) and State Street Corp. ($151.4M). 6 famous investors held it, including Steve Cohen (0.1% of Point72 Asset Management's portfolio), Ray Dalio (0.0% of Bridgewater Associates'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

0100200300400 Q1 2024: 220Q1 2024Q2 2024: 229Q2 2024Q3 2024: 275Q3 2024Q4 2024: 280Q4 2024Q1 2025: 337Q1 2025Q2 2025: 386Q2 2025Q3 2025: 352Q3 2025Q4 2025: 341Q4 2025Q1 2026: 344Q1 2026Q2 2026: 342Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions76$97.3M
Exits20$14.9M

All 13F filers, Q4 2024 → Q1 2025: 1,926,192 shares bought and 1,847,948 shares sold, net +78,244 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 337 holders

BlackRock, Inc. 0.01% Reduce -3.5% 4,163,062 $570.7M
Vanguard Group Inc. 0.01% Reduce -1.2% 2,543,526 $348.7M
State Street Corp. 0.01% Reduce -5.4% 1,104,415 $151.4M
American Century Companies Inc. 0.07% Add +5.6% 829,124 $113.7M
Stephens Investment Management Group LLC 1.33% Reduce -0.9% 673,519 $92.3M
Geode Capital Management, LLC 0.01% Add +4.0% 643,728 $88.3M
Westfield Capital Management Co. LP 0.41% Add +4.2% 618,598 $84.8M
Champlain Investment Partners, LLC 0.60% Reduce -26.5% 603,875 $82.8M
Dimensional Fund Advisors LP 0.02% Add +3.0% 578,306 $79.3M
Driehaus Capital Management LLC 0.74% Add +3.1% 559,156 $76.6M
Artemis Investment Management LLP 1.12% Add +17.0% 532,554 $73.0M
Sumitomo Mitsui Trust Group, Inc. 0.05% Reduce -7.1% 500,233 $68.6M
T. Rowe Price Associates Inc. 0.01% Reduce -1.5% 425,643 $58.3M
Emerald Advisers, LLC 2.32% Reduce -13.4% 376,696 $51.6M
Federated Hermes, Inc. 0.11% Reduce -1.0% 370,769 $50.8M
Macquarie Group Ltd. 0.06% Reduce -6.5% 330,369 $45.3M
Northern Trust Corp. 0.01% Add +4.3% 290,283 $39.8M
Villere St Denis J & Co. LLC 3.74% Reduce -29.2% 276,135 $37.9M
Geneva Capital Management LLC 0.63% Reduce -26.8% 246,177 $33.7M
Morgan Stanley 0.00% Reduce -5.9% 245,124 $33.6M
Charles Schwab Investment Management Inc. 0.01% Add +0.6% 241,490 $33.1M
Invesco Ltd. 0.01% Add +33.8% 238,978 $32.8M
Handelsbanken Fonder AB 0.13% Reduce -5.6% 230,982 $31.7M
Emerald Mutual Fund Advisers Trust 2.28% Reduce -26.6% 227,166 $31.1M
Freestone Grove Partners LP 0.31% Add +98.5% 221,324 $30.3M
AXA S.A. 0.10% Reduce -12.8% 216,119 $29.6M
Fred Alger Management, LLC 0.16% Reduce -17.8% 210,765 $28.9M
Goldman Sachs Group Inc. 0.01% Reduce -1.9% 194,995 $26.7M
Bank of New York Mellon Corp 0.01% Reduce -2.9% 193,145 $26.5M
Nuveen, LLC 0.01% — 190,286 $26.1M
Qube Research & Technologies Ltd 0.04% Add +19.3% 186,774 $25.6M
Point72 Asset Management 0.06% Add +12.4% 160,976 $22.1M
Bank of America Corp. 0.00% Add +35.0% 160,915 $22.1M
Allspring Global Investments Holdings, LLC 0.04% Reduce -10.9% 150,848 $20.9M
Principal Financial Group Inc. 0.01% Add +2.5% 151,237 $20.7M
Atlas Capital Advisors Inc. 2.42% No change 141,284 $19.4M
Janus Henderson Group PLC 0.01% Add +0.9% 141,621 $19.3M
Blair William & Co. 0.06% Reduce -2.8% 138,791 $19.0M
Alliancebernstein L.P. 0.01% Add +322.4% 127,383 $17.5M
State of Wisconsin Investment Board 0.04% Reduce -15.1% 124,320 $17.0M
Danske Bank A/S 0.05% Add +683.5% 121,760 $16.7M
Victory Capital Management Inc. 0.02% Reduce -8.9% 119,700 $16.4M
Ameriprise Financial Inc. 0.00% Add +0.1% 118,632 $16.3M
Norges Bank 0.00% Reduce -40.8% 115,755 $15.9M
Kornitzer Capital Management Inc. 0.31% Reduce -17.1% 108,673 $14.9M
Bessemer Group Inc. 0.03% Add +714.5% 106,417 $14.6M
Nicholas Investment Partners, LP 1.55% Add +105.7% 97,317 $13.3M
Jupiter Asset Management Ltd. 0.13% Add +0.8% 95,638 $13.1M
Manufacturers Life Insurance Company, The 0.01% Reduce -13.6% 94,134 $12.9M
Neuberger Berman Group LLC 0.01% New 93,874 $12.9M
King Luther Capital Management Corp. 0.06% Add +1.1% 89,807 $12.3M
JPMorgan Chase & Co. 0.00% Reduce -52.1% 84,613 $11.6M
Public Sector Pension Investment Board 0.05% Add +27.6% 84,169 $11.5M
Peregrine Capital Management LLC 0.34% Reduce -18.3% 74,846 $10.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +11.9% 72,661 $10.0M
Legal & General Group Plc 0.00% Reduce -2.0% 72,382 $9.9M
Moody Aldrich Partners LLC 2.02% Add +13.1% 70,491 $9.7M
Cerity Partners LLC 0.02% Add +2825.6% 70,449 $9.7M
Rhumbline Advisers 0.01% Add +1.2% 69,865 $9.6M
NBW Capital LLC 2.12% Reduce -23.6% 69,781 $9.6M
Waverly Advisors, LLC 0.12% New 69,781 $9.6M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% Add +29.3% 69,178 $9.5M
Renaissance Group LLC 0.42% Add +23.6% 68,828 $9.4M
Barclays PLC 0.00% Reduce -12.2% 64,185 $8.8M
Balyasny Asset Management L.P. 0.02% Reduce -52.3% 64,162 $8.8M
Sei Investments Co. 0.01% Reduce -17.7% 63,697 $8.7M
First Trust Advisors LP 0.01% Add +12.1% 61,567 $8.4M
Lisanti Capital Growth, LLC 2.36% New 57,870 $7.9M
Oak Ridge Investments LLC 0.62% Reduce -0.4% 54,560 $7.5M
F/m Investments LLC 0.28% Reduce -1.4% 51,476 $7.1M
Swiss National Bank 0.01% Reduce -0.4% 51,300 $7.0M
Beacon Harbor Wealth Advisors, Inc. 1.61% New 50,650 $6.9M
Harbor Capital Advisors, Inc. 0.32% Add +17.9% 50,528 $6.9M
Clark Capital Management Group, Inc. 0.05% New 50,209 $6.9M
Comerica Bank 0.03% Add +3.8% 49,838 $6.8M
Envestnet Asset Management Inc. 0.00% Add +9.4% 44,523 $6.1M
Trillium Asset Management, LLC 0.17% Reduce -0.7% 43,236 $5.9M
Algert Global LLC 0.14% Reduce -5.9% 41,948 $5.8M
Prudential Financial Inc. 0.01% Reduce -12.6% 40,066 $5.5M
Citigroup Inc. 0.00% Add +6.3% 39,431 $5.4M
Scholtz & Company, LLC 2.59% New 38,177 $5.2M
Deutsche Bank AG 0.00% Reduce -5.5% 36,196 $5.0M
Informed Momentum Co LLC 0.85% New 35,700 $4.9M
Amundi 0.00% Reduce -13.1% 34,193 $4.9M
D. E. Shaw & Co. 0.01% Reduce -44.3% 35,197 $4.8M
Global IMC LLC 1.31% New 35,092 $4.8M
Jane Street Group, LLC 0.01% New 34,456 $4.7M
Robeco Schweiz AG 0.11% New 32,500 $4.5M
UBS Group AG 0.00% Add +26.7% 32,281 $4.4M
Pathstone Holdings, LLC 0.02% Add +58.5% 32,151 $4.4M
Susquehanna International Group, LLP 0.01% Add +129.3% 31,102 $4.3M
Wells Fargo & Company 0.00% Reduce -0.7% 29,730 $4.1M
Russell Investments Group, Ltd. 0.01% Add +95.6% 28,723 $3.9M
Thrivent Financial for Lutherans 0.01% Reduce -3.3% 28,233 $3.9M
Raymond James Financial Inc. 0.00% Reduce -4.2% 27,809 $3.8M
Citadel Advisors 0.00% Add +49.0% 27,339 $3.7M
Redwood Investments, LLC 1.40% Reduce -0.6% 27,280 $3.7M
Allianz Asset Management GmbH 0.01% Reduce -25.8% 27,210 $3.7M
CANADA LIFE ASSURANCE Co 0.01% Reduce -8.4% 26,411 $3.6M
AQR Capital Management 0.00% Reduce -37.3% 24,762 $3.4M
Voloridge Investment Management, LLC 0.01% Add +109.7% 24,731 $3.4M
Quantbot Technologies LP 0.11% Add +72.5% 24,692 $3.4M
California State Teachers Retirement System 0.00% Reduce -1.4% 24,110 $3.3M
Axiom Investors LLC 0.03% New 23,716 $3.3M
FJ Capital Management LLC 0.33% Add +9.4% 23,518 $3.2M
Los Angeles Capital Management LLC 0.01% Add +0.1% 22,709 $3.1M
New York State Common Retirement Fund 0.00% Add +48.6% 22,561 $3.1M
New York State Teachers Retirement System 0.01% Reduce -0.4% 22,442 $3.1M
Legato Capital Management LLC 0.41% Add +275.3% 22,216 $3.0M
Millennium Management 0.00% Reduce -0.0% 21,328 $2.9M
Intech Investment Management LLC 0.03% Add +6.9% 20,323 $2.8M
New Vernon Investment Management LLC 3.64% Add +13.3% 19,845 $2.7M
Formula Growth Ltd. 1.09% Add +66.0% 19,609 $2.7M
Calamos Advisors LLC 0.02% Add +112.4% 18,565 $2.5M
Riverwater Partners LLC 1.27% Add +0.0% 18,054 $2.5M
Crestwood Advisors Group, LLC 0.05% New 17,320 $2.4M
Lighthouse Investment Partners, LLC 0.10% Reduce -48.1% 16,708 $2.3M
Premier Fund Managers Ltd 0.08% Reduce -8.6% 16,504 $2.3M
State of New Jersey Common Pension Fund D 0.01% Reduce -20.7% 15,526 $2.1M
Martingale Asset Management L P 0.05% Add +61.5% 15,514 $2.1M
Hunter Associates Investment Management LLC 0.33% Reduce -12.6% 15,457 $2.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +5.4% 15,427 $2.1M
Sheets Smith Investment Management 2.11% Reduce -0.1% 15,408 $2.1M
MetLife Investment Management, LLC 0.01% Reduce -1.6% 15,106 $2.1M
Marshall Wace, LLP 0.00% Reduce -80.5% 14,963 $2.1M
Credit Agricole S A 0.01% No change 14,943 $2.0M
State of Alaska, Department of Revenue 0.02% Reduce -2.3% 14,700 $2.0M
Conestoga Capital Advisors, LLC 0.03% Reduce -32.9% 13,905 $1.9M
Schonfeld Strategic Advisors LLC 0.01% Reduce -56.4% 13,709 $1.9M
Corebridge Financial, Inc. 0.01% Reduce -0.9% 13,591 $1.9M
Arrowstreet Capital, Limited Partnership 0.00% Reduce -64.9% 13,544 $1.9M
State of Tennessee, Department of Treasury 0.01% Add +13.0% 13,482 $1.8M
Illinois Municipal Retirement Fund 0.03% Reduce -5.8% 13,114 $1.8M
Bridgewater Associates 0.01% Add +342.8% 12,943 $1.8M
Teacher Retirement System of Texas 0.01% Reduce -39.8% 12,606 $1.7M
Louisiana State Employees Retirement System 0.03% Reduce -2.3% 12,500 $1.7M
Stifel Financial Corp. 0.00% Reduce -15.3% 12,452 $1.7M
Natixis Advisors, LLC 0.00% Add +11.8% 12,416 $1.7M
Coppell Advisory Solutions LLC 0.23% Add +3912.3% 8,787 $1.6M
Connor, Clark & Lunn Investment Management Ltd. 0.01% New 11,736 $1.6M
HighTower Advisors, LLC 0.00% Add +252.8% 11,217 $1.5M
Jackson Creek Investment Advisors LLC 0.48% New 11,012 $1.5M
Aquatic Capital Management LLC 0.04% Add +2230.8% 10,978 $1.5M
Cubist Systematic Strategies, LLC 0.02% Reduce -66.3% 10,513 $1.4M
Integrated Quantitative Investments LLC 0.70% Reduce -0.1% 10,309 $1.4M
Osaic Holdings, Inc. 0.00% Add +1072.2% 9,999 $1.4M
Commonwealth Equity Services, LLC 0.00% New 9,874 $1.4M
Yousif Capital Management, LLC 0.02% Reduce -1.5% 9,856 $1.4M
Horizon Investment Services, LLC 0.65% Add +22.5% 9,833 $1.3M
Numerai GP LLC 0.25% Add +13.1% 9,739 $1.3M
Penserra Capital Management LLC 0.02% New 9,683 $1.3M
Glenmede Trust Co. NA 0.01% Add +14.4% 9,078 $1.2M
Two Sigma Investments, LP 0.00% Reduce -35.5% 8,800 $1.2M
Livforsakringsbolaget Skandia, Omsesidigt 0.07% No change 8,400 $1.2M
Advisors Asset Management, Inc. 0.02% Add +867.0% 8,229 $1.1M
STRS Ohio 0.00% Reduce -12.8% 8,200 $1.1M
Nebula Research & Development LLC 0.10% New 8,189 $1.1M
Teachers Retirement System of the State of Kentucky 0.01% No change 8,183 $1.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +3.5% 8,102 $1.1M
Quantum Portfolio Management LLC 0.54% New 7,751 $1.1M
Maryland State Retirement & Pension System 0.03% Reduce -13.1% 7,746 $1.1M
Cookson Peirce & Co. Inc. 0.05% Add +18.9% 7,727 $1.1M
Toth Financial Advisory Corp. 0.13% Add +3.7% 7,625 $1.0M
Arizona State Retirement System 0.01% Reduce -0.1% 7,579 $1.0M
Squarepoint Ops LLC 0.00% Reduce -21.8% 7,554 $1.0M
Amalgamated Bank 0.01% Reduce -1.9% 7,533 $1.0M
Creative Planning 0.00% Add +84.9% 7,486 $1.0M
Cetera Investment Advisers 0.00% Add +12.9% 7,078 $970K
Kestra Private Wealth Services, LLC 0.02% New 7,053 $967K
Voya Investment Management LLC 0.00% Reduce -6.3% 6,983 $957K
State Board of Administration of Florida Retirement System 0.00% No change 6,931 $950K
Spire Wealth Management 0.03% New 6,682 $916K
Sheets Smith Wealth Management 0.11% No change 6,579 $902K
Captrust Financial Advisors 0.00% Reduce -13.3% 6,510 $892K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +12.4% 6,349 $870K
Diversified Trust Co. 0.02% Reduce -24.7% 6,347 $870K
Orion Porfolio Solutions, LLC 0.01% Add +171.6% 6,326 $867K
Orion Portfolio Solutions, LLC 0.01% Add +171.6% 6,326 $867K
ProShare Advisors LLC 0.00% Reduce -21.1% 6,130 $840K
Graham Capital Management, L.P. 0.04% New 6,101 $836K
Oregon Public Employees Retirement Fund 0.02% Reduce -1.6% 6,097 $836K
Moran Wealth Management, LLC 0.03% Reduce -1.7% 6,057 $830K
Engineers Gate Manager LP 0.01% New 5,801 $795K
Kennedy Capital Management LLC 0.02% Reduce -82.2% 5,787 $793K
Cibc World Markets Corp. 0.01% Add +139.7% 5,768 $791K
Bank of Montreal 0.00% Add +57.9% 5,668 $777K
Police & Firemen's Retirement System of New Jersey 0.01% Add +5.4% 5,506 $755K
PNC Financial Services Group, Inc. 0.00% Add +4.0% 5,369 $736K
Yarbrough Capital, LLC 0.03% No change 5,351 $734K
Tidal Investments LLC 0.01% Reduce -8.7% 5,325 $730K
Avantax Advisory Services, Inc. 0.00% Reduce -8.9% 5,316 $729K
Navellier & Associates Inc. 0.10% New 4,661 $726K
KLP Kapitalforvaltning As 0.00% Reduce -10.7% 5,000 $685K
Fox Run Management, L.L.C. 0.10% New 4,862 $666K
Hamilton Capital Partners Inc. 0.04% Add +40.7% 4,808 $659K
Pictet Asset Management Holding SA 0.00% Add +18.0% 4,682 $642K
LPL Financial LLC 0.00% Add +50.5% 4,640 $636K
Verition Fund Management LLC 0.00% New 4,581 $628K
Quadrant Capital Group LLC 0.02% Add +306.3% 4,490 $615K
Trexquant Investment LP 0.01% New 4,313 $591K
Oppenheimer Asset Management Inc. 0.01% Reduce -12.9% 4,222 $579K
BNP Paribas Financial Markets 0.00% Reduce -20.1% 4,069 $558K
Severin Investments, LLC 0.55% New 4,014 $550K
Truist Financial Corp. 0.00% Reduce -21.8% 3,998 $548K
HSBC Holdings PLC 0.00% Reduce -53.4% 3,913 $537K
Mutual of America Capital Management LLC 0.01% Reduce -3.6% 3,864 $530K
Significant Wealth Partners LLC 0.27% Add +15.6% 3,828 $525K
Measured Wealth Private Client Group, LLC 0.15% New 3,348 $459K
Mariner, LLC 0.00% Add +19.4% 3,303 $453K
Dark Forest Capital Management LP 0.02% New 3,260 $447K
Counterpoint Mutual Funds LLC 0.06% New 3,214 $441K
Fieldview Capital Management, LLC 0.06% New 3,036 $416K
AlphaQuest LLC 0.04% Reduce -14.1% 2,983 $409K
Royal Bank of Canada 0.00% Add +49.1% 2,956 $406K
Dakota Wealth Management 0.01% Reduce -3.5% 2,961 $406K
Contravisory Investment Management, Inc. 0.09% Reduce -2.0% 2,948 $404K
Lido Advisors, LLC 0.00% Reduce -2.6% 2,876 $394K
Ameritas Investment Partners, Inc. 0.01% No change 2,691 $369K
Alps Advisors Inc. 0.00% Reduce -28.6% 2,679 $367K
Centiva Capital, LP 0.02% Reduce -11.7% 2,674 $367K
PDT Partners, LLC 0.03% Reduce -54.1% 2,671 $366K
Atria Investments, Inc 0.00% Reduce -7.9% 2,642 $362K
Hohimer Wealth Management, LLC 0.07% Add +3.9% 2,617 $359K
Jefferies Financial Group Inc. 0.01% New 2,555 $350K
Townsquare Capital LLC 0.00% New 2,555 $350K
Keebeck Wealth Management 0.05% Add +6.5% 2,549 $349K
US Bancorp \de 0.00% Add +51.5% 2,446 $335K
Wealth Enhancement Advisory Services, LLC 0.00% Add +8.7% 2,371 $325K
Public Employees Retirement Association of Colorado 0.00% No change 2,363 $324K
Baader Bank Aktiengesellschaft 0.03% New 2,392 $322K
Dynamic Technology Lab Private Ltd 0.05% New 2,290 $314K
FMR LLC 0.00% Add +32.3% 2,232 $306K
Evergreen Capital Management LLC 0.01% Add +5.8% 2,225 $305K
Petrus Trust Company, LTA 0.03% New 2,117 $290K
Florida Financial Advisors, LLC 0.11% New 2,071 $285K
MML Investors Services, LLC 0.00% New 2,033 $279K
Cambridge Investment Research Advisors, Inc. 0.00% New 2,017 $276K
Point72 Asia (Singapore) Pte. Ltd. 0.07% New 2,009 $275K
Yorktown Management & Research Co Inc 0.30% New 2,000 $274K
Left Brain Wealth Management, LLC 0.12% New 2,000 $274K
Systematic Alpha Investments, LLC 0.01% No change 2,000 $274K
Xponance LLC 0.00% New 1,970 $270K
Wolverine Trading, LLC 0.01% Reduce -48.0% 1,945 $266K
Crossmark Global Holdings, Inc. 0.00% Reduce -1.5% 1,926 $264K
Two Sigma Advisers, LP 0.00% Reduce -64.0% 1,800 $247K
Corton Capital Inc. 0.81% New 1,794 $246K
O'shaughnessy Asset Management, LLC 0.00% New 1,782 $244K
Ieq Capital, LLC 0.00% New 1,772 $243K
Mindset Wealth Management, LLC 0.09% New 1,719 $236K
Freedom Investment Management, Inc. 0.02% Reduce -28.9% 1,696 $232K
Harvest Investment Services, LLC 0.06% New 1,647 $226K
Mackenzie Financial Corp. 0.00% New 1,631 $224K
United Services Automobile Association 0.01% New 1,629 $223K
Quantinno Capital Management LP 0.00% New 1,618 $222K
Cwm, LLC 0.00% Add +20.2% 1,522 $209K
Snowden Capital Advisors LLC 0.01% New 1,512 $207K
Jain Global LLC 0.00% New 1,502 $206K
Landscape Capital Management, L.L.C. 0.02% New 1,496 $205K
Guggenheim Capital LLC 0.00% New 1,488 $204K
New Age Alpha Advisors, LLC 0.01% New 1,351 $185K
Avanza Fonder AB 0.01% Reduce -11.5% 1,197 $170K
Covestor Ltd 0.11% Reduce -0.8% 1,214 $166K
KBC Group NV 0.00% Add +9.1% 1,140 $156K
Harvest Fund Management Co., Ltd 0.01% New 1,068 $146K
Aster Capital Management (DIFC) Ltd 0.02% New 1,023 $132K
Jones Financial Companies LLLP 0.00% Add +82.2% 898 $123K
Tower Research Capital LLC (TRC) 0.00% Reduce -67.0% 786 $108K
GAMMA Investing LLC 0.01% Add +101.7% 728 $100K
DekaBank Deutsche Girozentrale 0.00% Reduce -60.3% 706 $96K
SBI Securities Co., Ltd. 0.00% Add +761.1% 620 $85K
State of Wyoming 0.01% Reduce -25.6% 555 $76K
NewEdge Advisors, LLC 0.00% New 478 $66K
Smartleaf Asset Management LLC 0.01% Add +9.9% 455 $62K
Signaturefd, LLC 0.00% Add +0.9% 441 $60K
USA Financial Formulas 0.01% New 398 $55K
Lanark Financial, Inc. 0.00% — 393 $53K
TCTC Holdings, LLC 0.00% Add +116.5% 381 $52K
Atwood & Palmer Inc. 0.00% No change 350 $48K
Opal Wealth Advisors, LLC 0.01% New 336 $46K
Nisa Investment Advisors, LLC 0.00% Add +185.3% 311 $43K
Whittier Trust Co. of Nevada Inc. 0.00% Add +0.7% 295 $40K
Hollencrest Capital Management 0.00% Add +5.8% 200 $27K
Parallel Advisors, LLC 0.00% Add +226.9% 170 $23K
Simplex Trading, LLC 0.00% Reduce -20.3% 169 $23K
Fifth Third Bancorp 0.00% Add +48.0% 148 $20K
Caitong International Asset Management Co., Ltd 0.01% New 126 $17K
Blue Trust, Inc. 0.00% Reduce -50.8% 121 $17K
Farther Finance Advisors, LLC 0.00% Reduce -78.9% 117 $16K
Coldstream Capital Management Inc. 0.00% New 117 $16K
UMB Bank, n.a. 0.00% Add +46.5% 85 $12K
Rise Advisors, LLC 0.00% New 73 $10K
Brooklyn Investment Group 0.00% New 71 $10K
Richardson Financial Services Inc. 0.01% New 70 $10K
Hillsdale Investment Management Inc. 0.00% Reduce -25.0% 60 $8K
LRI Investments, LLC 0.00% No change 60 $8K
Keener Financial Planning LLC 0.01% New 60 $8K
IFP Advisors, Inc 0.00% Add +325.0% 51 $7K
Rothschild Investment LLC 0.00% Add +42.9% 50 $7K
McIlrath & Eck, LLC 0.00% No change 47 $6K
Parkside Financial Bank & Trust 0.00% Add +820.0% 46 $6K
Mather Group, Llc. 0.00% No change 45 $6K
Vermillion & White Wealth Management Group, LLC 0.00% New 39 $5K
EverSource Wealth Advisors, LLC 0.00% Add +153.8% 33 $5K
Principal Securities, Inc. 0.00% No change 39 $4K
Sterling Capital Management LLC 0.00% No change 27 $4K
Versant Capital Management, Inc 0.00% No change 24 $3K
Lindbrook Capital, LLC 0.00% Add +22.2% 22 $3K
SVB Wealth LLC 0.00% New 22 $3K
Hemington Wealth Management 0.00% Add +38.1% 29 $3K
TD Private Client Wealth LLC 0.00% New 20 $3K
Bogart Wealth, LLC 0.00% Reduce -52.4% 20 $3K
MassMutual Private Wealth & Trust, FSB 0.00% No change 18 $2K
Steward Partners Investment Advisory, LLC 0.00% No change 18 $2K
CIBC Private Wealth Group LLC 0.00% New 18 $2K
Farmers & Merchants Investments Inc. 0.00% No change 17 $2K
Assetmark, Inc. 0.00% Add +114.3% 15 $2K
Picton Mahoney Asset Management 0.00% No change 12 $2K
Creative Financial Designs Inc. 0.00% New 13 $2K
JFS Wealth Advisors, LLC 0.00% No change 12 $2K
Allworth Financial LP 0.00% Add +233.3% 10 $2K
Beacon Capital Management, LLC 0.00% No change 11 $2K
Stephens Consulting, LLC 0.00% New 10 $1K
CoreCap Advisors, LLC 0.00% Add +125.0% 9 $1K
Private Wealth Management Group, LLC 0.00% No change 7 $960
Prestige Wealth Management Group LLC 0.00% No change 6 $823
DiNuzzo Private Wealth, Inc. 0.00% No change 6 $823
Global Financial Private Client, LLC 0.00% Add +400.0% 5 $685
Huntington National Bank 0.00% Reduce -94.0% 5 $685
Rialto Wealth Management, LLC 0.00% New 4 $549
SJS Investment Consulting Inc. 0.00% Add +33.3% 4 $549
Larson Financial Group LLC 0.00% No change 4 $548
True Wealth Design, LLC 0.00% New 3 $412
Abound Wealth Management 0.00% No change 2 $275
HFM Investment Advisors, LLC 0.00% — 1 $138
TFC Financial Management, Inc. 0.00% No change 1 $138
Parkworth Wealth Management, Inc. 0.00% No change 1 $137
Stonebridge Financial Group, LLC 0.00% New 1 $137

"% of holder's portfolio" is PLMR's weight in each manager's 13F, not the share of Palomar Holdings Inc. the manager owns.