Palomar HoldingsPLMR
13F holders, Q2 2025 (June 30)386holders +49
84new positions
33sold out
7famous investors
$154.21avg. 13F price*
At the end of Q2 2025, 386 institutions reported holding Palomar Holdings Inc. (PLMR) in their 13F filings, up 49 from Q1 2025. 84 opened new positions and 33 sold out. The largest holders were BlackRock, Inc. ($630.2M), Vanguard Group Inc. ($393.9M) and State Street Corp. ($166.5M). 7 famous investors held it, including Ray Dalio (0.0% of Bridgewater Associates's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Palomar Holdings Inc.
- CUSIP
- 69753M105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 84 | $148.3M |
| Exits | 33 | $55.6M |
All 13F filers, Q1 2025 → Q2 2025: 3,091,138 shares bought and 2,862,854 shares sold, net +228,284 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 386 holders
| BlackRock, Inc. | 0.01% | Reduce -1.9% | 4,085,534 | $630.2M |
| Vanguard Group Inc. | 0.01% | Add +0.4% | 2,553,725 | $393.9M |
| State Street Corp. | 0.01% | Reduce -2.3% | 1,079,093 | $166.5M |
| American Century Companies Inc. | 0.07% | Add +2.1% | 846,312 | $130.5M |
| Invesco Ltd. | 0.02% | Add +234.1% | 798,361 | $123.1M |
| Geode Capital Management, LLC | 0.01% | Add +2.1% | 657,530 | $101.4M |
| Dimensional Fund Advisors LP | 0.02% | Add +1.4% | 586,319 | $90.4M |
| Stephens Investment Management Group LLC | 1.14% | Reduce -16.9% | 559,550 | $86.3M |
| Alliancebernstein L.P. | 0.03% | Add +290.2% | 497,080 | $76.7M |
| Driehaus Capital Management LLC | 0.59% | Reduce -15.1% | 474,922 | $73.3M |
| Sumitomo Mitsui Trust Group, Inc. | 0.04% | Reduce -17.9% | 410,507 | $63.3M |
| Westfield Capital Management Co. LP | 0.26% | Reduce -34.0% | 407,936 | $62.9M |
| T. Rowe Price Associates Inc. | 0.01% | Reduce -18.6% | 346,576 | $53.5M |
| Champlain Investment Partners, LLC | 0.36% | Reduce -44.9% | 332,687 | $51.3M |
| Morgan Stanley | 0.00% | Add +32.0% | 323,478 | $49.9M |
| Artemis Investment Management LLP | 0.64% | Reduce -39.7% | 321,185 | $49.5M |
| Emerald Advisers, LLC | 1.82% | Reduce -14.8% | 321,147 | $49.5M |
| Federated Hermes, Inc. | 0.09% | Reduce -17.4% | 306,342 | $47.3M |
| Northern Trust Corp. | 0.01% | Reduce -3.9% | 278,852 | $43.0M |
| Villere St Denis J & Co. LLC | 4.06% | Reduce -3.0% | 267,953 | $41.3M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +8.1% | 260,986 | $40.3M |
| Geneva Capital Management LLC | 0.67% | Add +6.0% | 260,910 | $40.2M |
| T. Rowe Price Investment Management, Inc. | 0.02% | New | 250,277 | $38.6M |
| AXA S.A. | 0.11% | Add +12.3% | 242,633 | $37.4M |
| AustralianSuper Pty Ltd | 0.19% | New | 241,510 | $37.3M |
| Janus Henderson Group PLC | 0.02% | Add +67.2% | 236,792 | $36.5M |
| Goldman Sachs Group Inc. | 0.01% | Add +19.5% | 233,081 | $36.0M |
| Macquarie Group Ltd. | 0.04% | Reduce -34.0% | 218,068 | $33.6M |
| Qube Research & Technologies Ltd | 0.04% | Add +12.3% | 209,756 | $32.4M |
| Danske Bank A/S | 0.08% | Add +69.6% | 206,552 | $31.9M |
| Bank of New York Mellon Corp | 0.01% | Add +5.2% | 203,147 | $31.3M |
| Victory Capital Management Inc. | 0.02% | Add +68.7% | 201,930 | $31.1M |
| Ameriprise Financial Inc. | 0.01% | Add +65.7% | 196,624 | $30.3M |
| Handelsbanken Fonder AB | 0.11% | Reduce -16.3% | 193,389 | $29.8M |
| Emerald Mutual Fund Advisers Trust | 1.78% | Reduce -16.5% | 189,780 | $29.3M |
| Nuveen, LLC | 0.01% | Reduce -13.3% | 165,067 | $25.5M |
| Principal Financial Group Inc. | 0.01% | Add +5.7% | 159,909 | $24.7M |
| Fred Alger Management, LLC | 0.11% | Reduce -26.6% | 154,786 | $23.7M |
| Bank of America Corp. | 0.00% | Reduce -5.1% | 152,772 | $23.6M |
| Atlas Capital Advisors Inc. | 2.66% | No change | 141,284 | $21.8M |
| Blair William & Co. | 0.05% | Reduce -8.6% | 126,839 | $19.6M |
| Bessemer Group Inc. | 0.03% | Add +2.4% | 108,938 | $16.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +48.1% | 107,614 | $16.6M |
| Freestone Grove Partners LP | 0.12% | Reduce -55.4% | 98,828 | $15.2M |
| Neuberger Berman Group LLC | 0.01% | Add +1.9% | 95,690 | $14.8M |
| Jupiter Asset Management Ltd. | 0.12% | No change | 95,638 | $14.8M |
| State of Wisconsin Investment Board | 0.04% | Reduce -25.4% | 92,727 | $14.3M |
| Barclays PLC | 0.01% | Add +43.1% | 91,838 | $14.2M |
| Public Sector Pension Investment Board | 0.06% | Add +8.3% | 91,179 | $14.1M |
| Kornitzer Capital Management Inc. | 0.28% | Reduce -18.9% | 88,113 | $13.6M |
| Intech Investment Management LLC | 0.12% | Add +303.3% | 81,961 | $12.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -6.6% | 79,010 | $12.2M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -20.5% | 74,870 | $11.5M |
| Legal & General Group Plc | 0.00% | Add +3.2% | 74,704 | $11.5M |
| Rhumbline Advisers | 0.01% | Add +5.2% | 73,501 | $11.3M |
| Cerity Partners LLC | 0.02% | Reduce -0.4% | 70,183 | $10.8M |
| Peregrine Capital Management LLC | 0.32% | Reduce -7.7% | 69,102 | $10.7M |
| Waverly Advisors, LLC | 0.12% | Reduce -1.1% | 69,006 | $10.6M |
| NBW Capital LLC | 2.28% | Reduce -1.6% | 68,657 | $10.6M |
| Renaissance Group LLC | 0.40% | Reduce -2.8% | 66,900 | $10.3M |
| Janney Montgomery Scott LLC | 0.03% | New | 64,445 | $9.9M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +363.9% | 62,825 | $9.7M |
| Allspring Global Investments Holdings, LLC | 0.02% | Reduce -59.0% | 61,790 | $9.2M |
| King Luther Capital Management Corp. | 0.04% | Reduce -36.0% | 57,459 | $8.9M |
| Sei Investments Co. | 0.01% | Reduce -11.0% | 56,714 | $8.7M |
| Prudential Financial Inc. | 0.01% | Add +39.5% | 55,880 | $8.6M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Reduce -20.0% | 55,352 | $8.5M |
| Clark Capital Management Group, Inc. | 0.06% | Add +9.9% | 55,175 | $8.5M |
| Voloridge Investment Management, LLC | 0.03% | Add +123.0% | 55,159 | $8.5M |
| Moody Aldrich Partners LLC | 1.59% | Reduce -24.5% | 53,211 | $8.2M |
| Oak Ridge Investments LLC | 0.58% | Reduce -4.0% | 52,375 | $8.1M |
| Swiss National Bank | 0.00% | Reduce -0.8% | 50,900 | $7.9M |
| Jane Street Group, LLC | 0.01% | Add +45.9% | 50,282 | $7.8M |
| Nicholas Investment Partners, LP | 0.74% | Reduce -51.0% | 47,730 | $7.4M |
| Beacon Harbor Wealth Advisors, Inc. | 1.68% | Reduce -13.7% | 43,730 | $6.7M |
| Man Group plc | 0.01% | New | 42,879 | $6.6M |
| Cubist Systematic Strategies, LLC | 0.07% | Add +306.9% | 42,772 | $6.6M |
| F/m Investments LLC | 0.24% | Reduce -17.5% | 42,453 | $6.5M |
| First Trust Advisors LP | 0.01% | Reduce -31.3% | 42,271 | $6.5M |
| Axiom Investors LLC | 0.05% | Add +77.9% | 42,183 | $6.5M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.02% | Add +256.0% | 41,785 | $6.4M |
| Susquehanna International Group, LLP | 0.01% | Add +29.1% | 40,138 | $6.2M |
| Ensign Peak Advisors, Inc | 0.01% | New | 39,992 | $6.2M |
| Wells Fargo & Company | 0.00% | Add +33.1% | 39,583 | $6.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -12.2% | 39,114 | $6.0M |
| Aquatic Capital Management LLC | 0.12% | Add +245.5% | 37,928 | $5.9M |
| Scholtz & Company, LLC | 2.54% | Reduce -1.6% | 37,582 | $5.8M |
| Osterweis Capital Management Inc. | 0.36% | New | 37,140 | $5.7M |
| Harbor Capital Advisors, Inc. | 0.24% | Reduce -27.6% | 36,597 | $5.6M |
| Twinbeech Capital LP | 0.13% | New | 36,538 | $5.6M |
| Global IMC LLC | 1.40% | Reduce -0.0% | 35,080 | $5.4M |
| Raymond James Financial Inc. | 0.00% | Add +23.6% | 34,368 | $5.3M |
| Deutsche Bank AG | 0.00% | Reduce -6.9% | 33,709 | $5.2M |
| Two Sigma Investments, LP | 0.01% | Add +280.6% | 33,497 | $5.2M |
| Robeco Schweiz AG | 0.12% | No change | 32,500 | $5.0M |
| Comerica Bank | 0.02% | Reduce -35.3% | 32,241 | $5.0M |
| Trillium Asset Management, LLC | 0.13% | Reduce -28.4% | 30,947 | $4.8M |
| Algert Global LLC | 0.10% | Reduce -28.4% | 30,018 | $4.6M |
| Robeco Institutional Asset Management B.V. | 0.01% | New | 29,495 | $4.5M |
| Thrivent Financial for Lutherans | 0.01% | Add +0.6% | 28,411 | $4.4M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +1.9% | 26,901 | $4.1M |
| UBS Group AG | 0.00% | Reduce -20.5% | 25,662 | $4.0M |
| Citigroup Inc. | 0.00% | Reduce -36.5% | 25,059 | $3.9M |
| Informed Momentum Co LLC | 0.58% | Reduce -30.6% | 24,768 | $3.8M |
| California State Teachers Retirement System | 0.00% | Add +0.4% | 24,207 | $3.7M |
| Quantbot Technologies LP | 0.09% | Reduce -3.9% | 23,736 | $3.7M |
| Los Angeles Capital Management LLC | 0.01% | Add +1.2% | 22,975 | $3.5M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -20.3% | 22,882 | $3.5M |
| New York State Teachers Retirement System | 0.01% | Add +1.0% | 22,667 | $3.5M |
| Norges Bank | 0.00% | Reduce -80.8% | 22,276 | $3.4M |
| LPL Financial LLC | 0.00% | Add +379.6% | 22,252 | $3.4M |
| Millennium Management | 0.00% | Add +1.3% | 21,604 | $3.3M |
| Allianz Asset Management GmbH | 0.00% | Reduce -21.8% | 21,281 | $3.3M |
| Amundi | 0.00% | Reduce -34.6% | 22,373 | $3.2M |
| Bridgewater Associates | 0.01% | Add +54.6% | 20,008 | $3.1M |
| New Vernon Investment Management LLC | 3.56% | No change | 19,845 | $3.1M |
| Pathstone Holdings, LLC | 0.01% | Reduce -40.8% | 19,020 | $2.9M |
| Osaic Holdings, Inc. | 0.01% | Add +93.7% | 19,370 | $2.9M |
| Concurrent Investment Advisors, LLC | 0.06% | New | 18,440 | $2.8M |
| WINTON GROUP Ltd | 0.14% | New | 18,209 | $2.8M |
| HighTower Advisors, LLC | 0.00% | Add +61.6% | 18,122 | $2.8M |
| Riverwater Partners LLC | 1.31% | Reduce -0.1% | 18,045 | $2.8M |
| AQR Capital Management | 0.00% | Reduce -31.4% | 16,991 | $2.6M |
| Crestwood Advisors Group, LLC | 0.05% | Reduce -5.4% | 16,388 | $2.5M |
| State of Alaska, Department of Revenue | 0.03% | Add +8.2% | 15,911 | $2.5M |
| FJ Capital Management LLC | 0.26% | Reduce -32.8% | 15,810 | $2.4M |
| MetLife Investment Management, LLC | 0.01% | Add +4.1% | 15,726 | $2.4M |
| New York State Common Retirement Fund | 0.00% | Reduce -30.5% | 15,680 | $2.4M |
| Illinois Municipal Retirement Fund | 0.03% | Add +18.4% | 15,533 | $2.4M |
| FMR LLC | 0.00% | Add +588.3% | 15,362 | $2.4M |
| Sheets Smith Investment Management | 2.04% | Reduce -2.3% | 15,061 | $2.3M |
| State of Tennessee, Department of Treasury | 0.01% | Add +11.1% | 14,984 | $2.3M |
| Counterpoint Mutual Funds LLC | 0.20% | Add +362.3% | 14,857 | $2.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -6.3% | 14,458 | $2.2M |
| Stifel Financial Corp. | 0.00% | Add +14.9% | 14,302 | $2.2M |
| South Dakota Investment Council | 0.04% | New | 14,219 | $2.2M |
| Hunter Associates Investment Management LLC | 0.32% | Reduce -9.1% | 14,044 | $2.2M |
| Harvest Investment Services, LLC | 0.48% | Add +747.0% | 13,950 | $2.2M |
| Capital Fund Management S.A. | 0.02% | New | 13,527 | $2.1M |
| Martingale Asset Management L P | 0.05% | Reduce -16.1% | 13,009 | $2.0M |
| Marshall Wace, LLP | 0.00% | Reduce -14.5% | 12,790 | $2.0M |
| Jackson Creek Investment Advisors LLC | 0.53% | Add +15.4% | 12,705 | $2.0M |
| Louisiana State Employees Retirement System | 0.03% | No change | 12,500 | $1.9M |
| Natixis Advisors, LLC | 0.00% | Reduce -4.3% | 11,878 | $1.8M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -24.6% | 11,711 | $1.8M |
| Creative Planning | 0.00% | Add +55.9% | 11,668 | $1.8M |
| Advisors Asset Management, Inc. | 0.03% | Add +41.3% | 11,630 | $1.8M |
| Engineers Gate Manager LP | 0.02% | Add +99.8% | 11,591 | $1.8M |
| Teacher Retirement System of Texas | 0.01% | Reduce -12.4% | 11,036 | $1.7M |
| Voya Investment Management LLC | 0.00% | Add +54.5% | 10,788 | $1.7M |
| Conestoga Capital Advisors, LLC | 0.02% | Reduce -22.5% | 10,780 | $1.7M |
| Trexquant Investment LP | 0.02% | Add +145.8% | 10,601 | $1.6M |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.07% | Add +21.4% | 10,200 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.6% | 10,131 | $1.6M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +24.9% | 10,119 | $1.6M |
| Yousif Capital Management, LLC | 0.02% | Add +2.1% | 10,061 | $1.6M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +39.5% | 9,837 | $1.5M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +55.3% | 9,826 | $1.5M |
| Centiva Capital, LP | 0.10% | Add +256.9% | 9,543 | $1.5M |
| Tudor Investment Corporation | 0.01% | New | 9,024 | $1.4M |
| Premier Fund Managers Ltd | 0.05% | Reduce -46.4% | 8,839 | $1.4M |
| Integrated Quantitative Investments LLC | 0.39% | Reduce -15.5% | 8,707 | $1.3M |
| Cetera Investment Advisers | 0.00% | Add +21.5% | 8,602 | $1.3M |
| Legacy Capital Group California, Inc. | 0.37% | New | 8,590 | $1.3M |
| Axxcess Wealth Management, LLC | 0.03% | New | 8,430 | $1.3M |
| Cookson Peirce & Co. Inc. | 0.06% | Add +8.1% | 8,351 | $1.3M |
| D. E. Shaw & Co. | 0.00% | Reduce -76.8% | 8,160 | $1.3M |
| Quantum Portfolio Management LLC | 0.60% | Add +5.2% | 8,151 | $1.3M |
| Verition Fund Management LLC | 0.01% | Add +74.9% | 8,012 | $1.2M |
| Maryland State Retirement & Pension System | 0.03% | Add +1.5% | 7,859 | $1.2M |
| Tidal Investments LLC | 0.01% | Add +46.2% | 7,786 | $1.2M |
| Arizona State Retirement System | 0.01% | Add +2.6% | 7,776 | $1.2M |
| HSBC Holdings PLC | 0.00% | Add +97.2% | 7,717 | $1.2M |
| Horizon Investment Services, LLC | 0.52% | Reduce -21.7% | 7,703 | $1.2M |
| STRS Ohio | 0.00% | Reduce -6.1% | 7,700 | $1.2M |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -6.4% | 7,656 | $1.2M |
| Amalgamated Bank | 0.01% | Add +0.7% | 7,584 | $1.2M |
| Glenmede Investment Management, LP | 0.01% | — | 7,071 | $1.1M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 6,931 | $1.1M |
| Captrust Financial Advisors | 0.00% | Add +6.0% | 6,900 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +241.5% | 6,888 | $1.1M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +8.1% | 6,866 | $1.1M |
| Y-Intercept (Hong Kong) Ltd | 0.03% | New | 6,827 | $1.1M |
| TD Asset Management Inc | 0.00% | New | 6,482 | $1000K |
| Citadel Advisors | 0.00% | Reduce -76.8% | 6,351 | $980K |
| Legato Capital Management LLC | 0.12% | Reduce -71.5% | 6,335 | $977K |
| Dynamic Technology Lab Private Ltd | 0.13% | Add +175.3% | 6,305 | $973K |
| Nations Financial Group Inc, /Ia/ | 0.07% | New | 6,254 | $965K |
| Sheets Smith Wealth Management | 0.11% | Reduce -5.2% | 6,236 | $962K |
| Oregon Public Employees Retirement Fund | 0.02% | No change | 6,097 | $940K |
| Walleye Capital LLC | 0.01% | New | 6,081 | $938K |
| Calamos Advisors LLC | 0.01% | Reduce -67.3% | 6,068 | $936K |
| BNP Paribas Financial Markets | 0.00% | Add +45.4% | 5,918 | $913K |
| ProShare Advisors LLC | 0.00% | Reduce -3.9% | 5,894 | $909K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +6.6% | 5,868 | $905K |
| Moran Wealth Management, LLC | 0.03% | Reduce -4.8% | 5,768 | $890K |
| Bank of Montreal | 0.00% | Add +1.7% | 5,766 | $889K |
| GeoWealth Management, LLC | 0.03% | New | 5,720 | $882K |
| KLP Kapitalforvaltning As | 0.00% | Add +14.0% | 5,700 | $879K |
| Quantinno Capital Management LP | 0.00% | Add +246.4% | 5,605 | $865K |
| Franklin Resources Inc. | 0.00% | New | 5,400 | $833K |
| Yarbrough Capital, LLC | 0.03% | No change | 5,351 | $825K |
| One Capital Management, LLC | 0.03% | New | 5,343 | $824K |
| Future Fund LLC | 0.37% | New | 5,317 | $820K |
| Jump Financial, LLC | 0.01% | New | 5,312 | $819K |
| Novem Group | 0.10% | New | 5,295 | $817K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -0.5% | 5,288 | $816K |
| Bryce Point Capital, LLC | 0.69% | New | 5,253 | $810K |
| Marshall Financial Group, LLC | 0.16% | New | 5,478 | $796K |
| Two Sigma Advisers, LP | 0.00% | Add +166.7% | 4,800 | $740K |
| Navellier & Associates Inc. | 0.09% | Add +1.0% | 4,706 | $726K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -4.4% | 4,474 | $690K |
| Quadrant Capital Group LLC | 0.02% | Reduce -0.4% | 4,471 | $690K |
| Virtu Financial LLC | 0.04% | New | 4,450 | $686K |
| Sierra Summit Advisors LLC | 0.12% | New | 4,244 | $655K |
| Keebeck Wealth Management | 0.08% | Add +64.1% | 4,183 | $645K |
| &partners | 0.00% | New | 4,136 | $638K |
| OMERS ADMINISTRATION Corp | 0.01% | New | 4,100 | $632K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -24.7% | 4,041 | $623K |
| Mariner, LLC | 0.00% | Add +16.6% | 3,852 | $594K |
| Diversified Trust Co. | 0.01% | Reduce -40.9% | 3,754 | $579K |
| Measured Wealth Private Client Group, LLC | 0.17% | Add +9.6% | 3,669 | $566K |
| Toth Financial Advisory Corp. | 0.07% | Reduce -52.5% | 3,625 | $559K |
| Royal Bank of Canada | 0.00% | Add +18.8% | 3,512 | $542K |
| Mutual of America Capital Management LLC | 0.01% | Reduce -11.1% | 3,435 | $530K |
| Florida Financial Advisors, LLC | 0.13% | Add +62.7% | 3,369 | $520K |
| Squarepoint Ops LLC | 0.00% | Reduce -56.5% | 3,289 | $507K |
| Cibc World Markets Corp. | 0.00% | Reduce -43.6% | 3,250 | $501K |
| Atria Investments, Inc | 0.01% | Add +22.7% | 3,242 | $500K |
| Hamilton Capital Partners Inc. | 0.02% | Reduce -35.6% | 3,096 | $478K |
| Severin Investments, LLC | 0.44% | Reduce -24.9% | 3,016 | $465K |
| Contravisory Investment Management, Inc. | 0.09% | Reduce -0.6% | 2,931 | $452K |
| Diversify Advisory Services, LLC | 0.02% | New | 3,557 | $438K |
| Brevan Howard Capital Management LP | 0.00% | New | 2,819 | $435K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +247.7% | 2,733 | $422K |
| Alps Advisors Inc. | 0.00% | Add +1.2% | 2,712 | $418K |
| Significant Wealth Partners LLC | 0.20% | Reduce -29.4% | 2,702 | $417K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +0.1% | 2,693 | $415K |
| PDT Partners, LLC | 0.02% | No change | 2,671 | $412K |
| Efficient Advisors, LLC | 0.02% | New | 2,662 | $411K |
| Lansforsakringar Fondforvaltning AB (publ) | 0.00% | New | 2,659 | $410K |
| Truist Financial Corp. | 0.00% | Reduce -34.9% | 2,604 | $402K |
| Magnetar Financial LLC | 0.00% | New | 2,502 | $386K |
| Versor Investments LP | 0.07% | New | 2,500 | $386K |
| MML Investors Services, LLC | 0.00% | Add +22.4% | 2,488 | $384K |
| Wolverine Trading, LLC | 0.01% | Add +28.5% | 2,500 | $383K |
| US Bancorp \de | 0.00% | Reduce -3.4% | 2,364 | $365K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 2,363 | $364K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +3.8% | 2,461 | $363K |
| Convergence Investment Partners, LLC | 0.09% | New | 2,341 | $361K |
| Dakota Wealth Management | 0.01% | Reduce -21.4% | 2,326 | $359K |
| Financial Advocates Investment Management | 0.03% | New | 2,322 | $358K |
| Evergreen Capital Management LLC | 0.01% | Add +3.3% | 2,298 | $354K |
| Arete Wealth Advisors, LLC | 0.02% | New | 2,229 | $344K |
| Nebula Research & Development LLC | 0.03% | Reduce -73.5% | 2,171 | $335K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +11.8% | 2,153 | $332K |
| Oppenheimer Asset Management Inc. | 0.00% | Reduce -49.6% | 2,129 | $328K |
| OneDigital Investment Advisors LLC | 0.00% | New | 2,053 | $317K |
| Xponance LLC | 0.00% | Add +4.2% | 2,052 | $317K |
| Snowden Capital Advisors LLC | 0.01% | Add +35.3% | 2,045 | $315K |
| Yorktown Management & Research Co Inc | 0.29% | No change | 2,000 | $309K |
| Systematic Alpha Investments, LLC | 0.01% | No change | 2,000 | $309K |
| SG Americas Securities, LLC | 0.00% | New | 1,977 | $305K |
| Gotham Asset Management | 0.00% | New | 1,976 | $305K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +4.2% | 1,856 | $286K |
| Inspire Advisors, LLC | 0.03% | New | 1,829 | $282K |
| DekaBank Deutsche Girozentrale | 0.00% | Add +152.0% | 1,779 | $274K |
| AlphaCore Capital LLC | 0.01% | New | 1,681 | $259K |
| Bridgefront Capital, LLC | 0.07% | New | 1,649 | $254K |
| Petrus Trust Company, LTA | 0.03% | Reduce -22.3% | 1,644 | $254K |
| Mackenzie Financial Corp. | 0.00% | No change | 1,631 | $252K |
| Freedom Investment Management, Inc. | 0.02% | Reduce -5.1% | 1,609 | $248K |
| Fieldview Capital Management, LLC | 0.04% | Reduce -47.6% | 1,591 | $245K |
| Private Advisor Group, LLC | 0.00% | New | 1,575 | $243K |
| Cwm, LLC | 0.00% | Add +2.8% | 1,564 | $241K |
| AlphaQuest LLC | 0.02% | Reduce -49.4% | 1,511 | $233K |
| Left Brain Wealth Management, LLC | 0.08% | Reduce -25.0% | 1,500 | $231K |
| Corton Capital Inc. | 0.27% | Reduce -16.9% | 1,490 | $230K |
| Zevenbergen Capital Investments LLC | 0.00% | New | 1,450 | $224K |
| Apollon Wealth Management, LLC | 0.00% | New | 1,413 | $218K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 1,390 | $214K |
| Covestor Ltd | 0.12% | Add +11.1% | 1,349 | $208K |
| Baader Bank Aktiengesellschaft | 0.02% | Reduce -43.3% | 1,357 | $206K |
| Profund Advisors LLC | 0.01% | New | 1,325 | $204K |
| Mindset Wealth Management, LLC | 0.07% | Reduce -24.3% | 1,301 | $201K |
| New Age Alpha Advisors, LLC | 0.01% | Reduce -4.8% | 1,286 | $198K |
| Formula Growth Ltd. | 0.07% | Reduce -93.6% | 1,254 | $193K |
| Avanza Fonder AB | 0.01% | No change | 1,197 | $185K |
| Harvest Fund Management Co., Ltd | 0.01% | Add +1.2% | 1,081 | $167K |
| Jones Financial Companies LLLP | 0.00% | Add +7.8% | 968 | $148K |
| Farther Finance Advisors, LLC | 0.00% | Add +713.7% | 952 | $147K |
| Gitterman Wealth Management, LLC | 0.03% | New | 863 | $133K |
| GAMMA Investing LLC | 0.01% | Add +14.4% | 833 | $128K |
| KBC Group NV | 0.00% | Reduce -35.4% | 737 | $114K |
| NewEdge Advisors, LLC | 0.00% | Add +49.2% | 713 | $110K |
| USA Financial Formulas | 0.02% | Add +65.6% | 659 | $102K |
| Smartleaf Asset Management LLC | 0.01% | Add +9.9% | 500 | $77K |
| Signaturefd, LLC | 0.00% | Add +0.7% | 444 | $68K |
| Aster Capital Management (DIFC) Ltd | 0.02% | Reduce -57.4% | 436 | $67K |
| Quarry LP | 0.01% | New | 402 | $62K |
| IFP Advisors, Inc | 0.00% | Add +556.9% | 335 | $61K |
| Lanark Financial, Inc. | 0.00% | No change | 393 | $60K |
| Atwood & Palmer Inc. | 0.00% | No change | 350 | $54K |
| Nisa Investment Advisors, LLC | 0.00% | Add +7.4% | 334 | $52K |
| Principal Securities, Inc. | 0.00% | Add +738.5% | 327 | $50K |
| Hollencrest Capital Management | 0.00% | Add +56.5% | 313 | $48K |
| Clearstead Advisors, LLC | 0.00% | New | 303 | $47K |
| Maseco LLP | 0.00% | — | 291 | $45K |
| Simplex Trading, LLC | 0.00% | Add +65.7% | 280 | $43K |
| Opal Wealth Advisors, LLC | 0.01% | Reduce -23.5% | 257 | $40K |
| State of Wyoming | 0.00% | Reduce -53.7% | 257 | $40K |
| Global Retirement Partners, LLC | 0.00% | — | 225 | $35K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -25.8% | 219 | $34K |
| Allworth Financial LP | 0.00% | Add +1970.0% | 207 | $32K |
| Caitong International Asset Management Co., Ltd | 0.02% | Add +43.6% | 181 | $28K |
| TCTC Holdings, LLC | 0.00% | Reduce -53.8% | 176 | $27K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -72.6% | 170 | $26K |
| Fifth Third Bancorp | 0.00% | Reduce -5.4% | 140 | $22K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | New | 121 | $19K |
| UMB Bank, n.a. | 0.00% | Add +8.2% | 92 | $14K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 114 | $14K |
| Brooklyn Investment Group | 0.00% | Add +22.5% | 87 | $13K |
| Matrix Trust Co | 0.00% | New | 75 | $12K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +124.2% | 74 | $11K |
| Rise Advisors, LLC | 0.00% | No change | 73 | $11K |
| Blue Trust, Inc. | 0.00% | Reduce -43.8% | 68 | $10K |
| Richardson Financial Services Inc. | 0.01% | No change | 70 | $10K |
| Hazlett, Burt & Watson, Inc. | 0.00% | New | 65 | $10K |
| Sterling Capital Management LLC | 0.00% | Add +137.0% | 64 | $10K |
| WPG Advisers, LLC | 0.01% | New | 61 | $9K |
| Keener Financial Planning LLC | 0.00% | No change | 60 | $9K |
| NFSG Corp | 0.00% | New | 58 | $9K |
| Rothschild Investment LLC | 0.00% | Add +10.0% | 55 | $8K |
| Accent Capital Management, LLC | 0.00% | New | 54 | $8K |
| Parallel Advisors, LLC | 0.00% | Reduce -69.4% | 52 | $8K |
| MAI Capital Management | 0.00% | New | 51 | $8K |
| Parkside Financial Bank & Trust | 0.00% | Add +8.7% | 50 | $8K |
| Hillsdale Investment Management Inc. | 0.00% | Reduce -16.7% | 50 | $8K |
| Assetmark, Inc. | 0.00% | Add +220.0% | 48 | $7K |
| McIlrath & Eck, LLC | 0.00% | No change | 47 | $7K |
| Private Trust Co. NA | 0.00% | New | 46 | $7K |
| LRI Investments, LLC | 0.00% | Reduce -23.3% | 46 | $7K |
| Pittenger & Anderson Inc. | 0.00% | New | 40 | $6K |
| Hemington Wealth Management | 0.00% | Add +44.8% | 42 | $6K |
| Geneos Wealth Management Inc. | 0.00% | New | 32 | $5K |
| Riggs Asset Managment Co. Inc. | 0.00% | New | 31 | $5K |
| CIBC Private Wealth Group LLC | 0.00% | Add +66.7% | 30 | $5K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | Reduce -28.2% | 28 | $4K |
| Versant Capital Management, Inc | 0.00% | No change | 24 | $4K |
| High Note Wealth, LLC | 0.00% | New | 23 | $4K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +27.8% | 23 | $4K |
| Bogart Wealth, LLC | 0.00% | No change | 20 | $3K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +11.1% | 20 | $3K |
| Park Square Financial Group, LLC | 0.00% | New | 18 | $3K |
| JFS Wealth Advisors, LLC | 0.00% | Add +50.0% | 18 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -5.9% | 16 | $2K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 16 | $2K |
| ORG Partners LLC | 0.00% | New | 16 | $2K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | New | 15 | $2K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 13 | $2K |
| Picton Mahoney Asset Management | 0.00% | No change | 12 | $2K |
| Larson Financial Group LLC | 0.00% | Add +200.0% | 12 | $2K |
| Beacon Capital Management, LLC | 0.00% | No change | 11 | $2K |
| Essential Partners LLC | 0.00% | — | 10 | $2K |
| Fortitude Family Office, LLC | 0.00% | New | 10 | $2K |
| First Horizon Advisors, Inc. | 0.00% | New | 10 | $2K |
| SJS Investment Consulting Inc. | 0.00% | Add +125.0% | 9 | $1K |
| Bare Financial Services, Inc | 0.00% | New | 8 | $1K |
| Clearstead Trust, LLC | 0.00% | New | 8 | $1K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | New | 7 | $1K |
| Private Wealth Management Group, LLC | 0.00% | No change | 7 | $1K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 6 | $926 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 6 | $926 |
| Rialto Wealth Management, LLC | 0.00% | Add +25.0% | 5 | $772 |
| Huntington National Bank | 0.00% | No change | 5 | $771 |
| True Wealth Design, LLC | 0.00% | Add +33.3% | 4 | $617 |
| Physician Wealth Advisors, Inc. | 0.00% | New | 4 | $617 |
| DecisionPoint Financial, LLC | 0.00% | New | 3 | $447 |
| Decker Retirement Planning Inc. | 0.00% | New | 2 | $309 |
| Abound Wealth Management | 0.00% | No change | 2 | $309 |
| Tortoise Investment Management, LLC | 0.00% | New | 2 | $309 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 2 | $308 |
| HFM Investment Advisors, LLC | 0.00% | Add +100.0% | 2 | $308 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $155 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 1 | $154 |
| Hantz Financial Services, Inc. | 0.00% | New | 2 | $0 |
"% of holder's portfolio" is PLMR's weight in each manager's 13F, not the share of Palomar Holdings Inc. the manager owns.