Palomar HoldingsPLMR
13F holders, Q4 2025 (December 31)341holders −11
50new positions
63sold out
7famous investors
$134.73avg. 13F price*
At the end of Q4 2025, 341 institutions reported holding Palomar Holdings Inc. (PLMR) in their 13F filings, down 11 from Q3 2025. 50 opened new positions and 63 sold out. The largest holders were BlackRock, Inc. ($593.4M), Vanguard Group Inc. ($363.6M) and State Street Corp. ($143.0M). 7 famous investors held it, including Steve Cohen (0.0% of Point72 Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Ray Dalio (0.0% of Bridgewater Associates's portfolio).
- Company
- Palomar Holdings Inc.
- CUSIP
- 69753M105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 50 | $52.6M |
| Exits | 63 | $74.8M |
All 13F filers, Q3 2025 → Q4 2025: 2,759,901 shares bought and 2,328,813 shares sold, net +431,088 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 341 holders
| BlackRock, Inc. | 0.01% | Add +2.4% | 4,403,417 | $593.4M |
| Vanguard Group Inc. | 0.01% | Add +2.5% | 2,698,278 | $363.6M |
| State Street Corp. | 0.00% | Reduce -2.8% | 1,061,350 | $143.0M |
| Westfield Capital Management Co. LP | 0.47% | Add +13.8% | 840,226 | $113.2M |
| Janus Henderson Group PLC | 0.05% | Add +250.1% | 795,625 | $107.2M |
| Sumitomo Mitsui Trust Group, Inc. | 0.06% | Add +72.1% | 785,165 | $105.8M |
| Stephens Investment Management Group LLC | 1.22% | Add +19.8% | 694,317 | $93.6M |
| Invesco Ltd. | 0.01% | Reduce -5.5% | 677,937 | $91.4M |
| Geode Capital Management, LLC | 0.01% | Add +0.3% | 661,900 | $89.2M |
| Dimensional Fund Advisors LP | 0.02% | Add +5.6% | 629,447 | $84.8M |
| American Century Companies Inc. | 0.03% | Add +9.1% | 459,009 | $61.9M |
| Champlain Investment Partners, LLC | 0.45% | Reduce -18.6% | 332,544 | $44.8M |
| Federated Hermes, Inc. | 0.07% | Add +7.6% | 328,415 | $44.3M |
| Balyasny Asset Management L.P. | 0.08% | Add +290.5% | 308,734 | $41.6M |
| Emerald Advisers, LLC | 1.25% | Add +0.3% | 301,964 | $40.7M |
| Northern Trust Corp. | 0.00% | Add +2.8% | 281,742 | $38.0M |
| T. Rowe Price Associates Inc. | 0.00% | Add +0.3% | 281,603 | $38.0M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -0.4% | 260,938 | $35.2M |
| Villere St Denis J & Co. LLC | 3.60% | Reduce -4.0% | 260,362 | $35.1M |
| Morgan Stanley | 0.00% | Reduce -8.6% | 259,484 | $35.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +7.7% | 247,207 | $33.3M |
| AustralianSuper Pty Ltd | 0.15% | No change | 241,510 | $32.5M |
| Freestone Grove Partners LP | 0.23% | Add +6.8% | 240,887 | $32.5M |
| Voya Investment Management LLC | 0.04% | Add +4902.1% | 239,602 | $32.3M |
| Geneva Capital Management LLC | 0.59% | Reduce -10.7% | 231,499 | $31.2M |
| Handelsbanken Fonder AB | 0.09% | Reduce -19.7% | 231,346 | $31.2M |
| Artemis Investment Management LLP | 0.35% | Add +12.8% | 212,279 | $28.6M |
| Principal Financial Group Inc. | 0.01% | Add +14.0% | 207,703 | $28.0M |
| Point72 Asset Management | 0.04% | Add +6.1% | 202,220 | $27.3M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.03% | New | 187,345 | $25.2M |
| Atlas Capital Advisors Inc. | 2.73% | — | 181,634 | $24.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -10.2% | 178,673 | $24.1M |
| Fred Alger Management, LLC | 0.09% | Reduce -19.1% | 176,316 | $23.8M |
| Emerald Mutual Fund Advisers Trust | 1.06% | Add +0.9% | 161,717 | $21.8M |
| Nuveen, LLC | 0.01% | Add +4.4% | 157,801 | $21.3M |
| Bessemer Group Inc. | 0.03% | Add +0.1% | 153,905 | $20.7M |
| Barclays PLC | 0.01% | Add +4.9% | 149,826 | $20.2M |
| Bank of America Corp. | 0.00% | Reduce -6.2% | 144,877 | $19.5M |
| Danske Bank A/S | 0.04% | Add +69.9% | 138,295 | $18.6M |
| T. Rowe Price Investment Management, Inc. | 0.01% | Reduce -51.9% | 131,898 | $17.8M |
| Blair William & Co. | 0.05% | Add +1.7% | 127,421 | $17.2M |
| Woodline Partners LP | 0.07% | Add +27.6% | 126,146 | $17.0M |
| Citadel Advisors | 0.01% | Add +67.0% | 122,487 | $16.5M |
| Qube Research & Technologies Ltd | 0.02% | Reduce -51.9% | 117,467 | $15.8M |
| Clark Capital Management Group, Inc. | 0.09% | Add +10.8% | 113,942 | $15.4M |
| State of Wisconsin Investment Board | 0.03% | Add +4.7% | 97,826 | $13.2M |
| Voloridge Investment Management, LLC | 0.05% | Reduce -36.5% | 96,995 | $13.1M |
| Public Sector Pension Investment Board | 0.04% | Reduce -12.2% | 91,708 | $12.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.3% | 86,809 | $11.7M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +323.7% | 86,540 | $11.7M |
| Peregrine Capital Management LLC | 0.31% | Reduce -1.3% | 74,906 | $10.1M |
| Prudential Financial Inc. | 0.01% | Add +65.1% | 73,701 | $9.9M |
| Man Group plc | 0.02% | Reduce -47.1% | 73,640 | $9.9M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -1.1% | 73,563 | $9.9M |
| Waverly Advisors, LLC | 0.08% | Add +6.3% | 72,827 | $9.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -64.8% | 69,312 | $9.3M |
| Legal & General Group Plc | 0.00% | Reduce -4.3% | 68,656 | $9.3M |
| Rhumbline Advisers | 0.01% | Reduce -6.2% | 68,154 | $9.2M |
| Renaissance Group LLC | 0.36% | Reduce -8.6% | 66,895 | $9.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +1.0% | 66,610 | $9.0M |
| Kornitzer Capital Management Inc. | 0.18% | No change | 64,843 | $8.7M |
| King Luther Capital Management Corp. | 0.03% | Add +5.4% | 59,521 | $8.0M |
| Osterweis Capital Management Inc. | 0.44% | New | 57,510 | $7.8M |
| Cerity Partners LLC | 0.01% | Reduce -20.5% | 55,495 | $7.5M |
| Sei Investments Co. | 0.01% | Add +23.2% | 54,240 | $7.3M |
| Swiss National Bank | 0.00% | Add +1.9% | 52,900 | $7.1M |
| Alliancebernstein L.P. | 0.00% | Add +3.2% | 52,233 | $7.0M |
| Oak Ridge Investments LLC | 0.41% | Reduce -2.4% | 50,289 | $6.8M |
| F/m Investments LLC | 0.25% | Add +17.9% | 49,665 | $6.7M |
| Victory Capital Management Inc. | 0.00% | Reduce -64.5% | 36,570 | $4.9M |
| Wells Fargo & Company | 0.00% | Add +16.7% | 36,282 | $4.9M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Reduce -24.6% | 32,642 | $4.4M |
| Robeco Schweiz AG | 0.10% | No change | 32,500 | $4.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -18.2% | 32,453 | $4.4M |
| Deutsche Bank AG | 0.00% | Reduce -31.4% | 32,077 | $4.3M |
| Algert Global LLC | 0.06% | Reduce -14.3% | 30,288 | $4.1M |
| UBS Group AG | 0.00% | Reduce -71.1% | 28,373 | $3.8M |
| AQR Capital Management | 0.00% | Add +61.4% | 28,027 | $3.8M |
| Russell Investments Group, Ltd. | 0.00% | Add +709.7% | 27,789 | $3.7M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | New | 26,488 | $3.6M |
| Trillium Asset Management, LLC | 0.11% | Reduce -16.9% | 25,199 | $3.5M |
| Trexquant Investment LP | 0.03% | Reduce -71.5% | 26,098 | $3.5M |
| California State Teachers Retirement System | 0.00% | Add +1.6% | 25,501 | $3.4M |
| Millennium Management | 0.00% | Reduce -82.9% | 24,804 | $3.3M |
| Alternative Investment Advisors, LLC. | 1.40% | Reduce -3.0% | 23,985 | $3.2M |
| Intech Investment Management LLC | 0.03% | Reduce -36.1% | 23,641 | $3.2M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -4.7% | 22,799 | $3.1M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -18.1% | 22,479 | $3.0M |
| New York State Teachers Retirement System | 0.01% | Reduce -1.5% | 22,329 | $3.0M |
| Harbor Capital Advisors, Inc. | 0.23% | Reduce -4.2% | 21,552 | $2.9M |
| South Dakota Investment Council | 0.05% | No change | 21,319 | $2.9M |
| Scholtz & Company, LLC | 1.24% | Reduce -51.3% | 21,246 | $2.9M |
| Hussman Strategic Advisors, Inc. | 0.68% | No change | 21,000 | $2.8M |
| Nomura Asset Management International Inc. | 0.00% | — | 20,718 | $2.8M |
| Conestoga Capital Advisors, LLC | 0.05% | Add +17.3% | 20,635 | $2.8M |
| Hunter Associates Investment Management LLC | 0.36% | Add +2.4% | 20,267 | $2.7M |
| Ossiam | 0.05% | No change | 20,200 | $2.7M |
| State of Alaska, Department of Revenue | 0.03% | Add +35.1% | 19,936 | $2.7M |
| Creative Planning | 0.00% | Add +77.5% | 19,099 | $2.6M |
| Moran Wealth Management, LLC | 0.08% | New | 18,353 | $2.5M |
| Riverwater Partners LLC | 0.94% | No change | 18,050 | $2.4M |
| FMR LLC | 0.00% | Add +603.1% | 17,866 | $2.4M |
| HighTower Advisors, LLC | 0.00% | Add +652.7% | 17,613 | $2.4M |
| Pathstone Holdings, LLC | 0.01% | Reduce -6.7% | 17,589 | $2.4M |
| Calamos Advisors LLC | 0.01% | New | 17,396 | $2.3M |
| Aubrey Capital Management Ltd | 0.91% | New | 17,200 | $2.3M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -0.8% | 16,640 | $2.2M |
| First Trust Advisors LP | 0.00% | Reduce -61.5% | 16,275 | $2.2M |
| Los Angeles Capital Management LLC | 0.01% | Reduce -15.9% | 19,131 | $2.2M |
| Teacher Retirement System of Texas | 0.01% | Add +13.5% | 15,759 | $2.1M |
| Illinois Municipal Retirement Fund | 0.03% | Add +4.8% | 15,212 | $2.0M |
| Allianz Asset Management GmbH | 0.00% | Reduce -28.4% | 14,661 | $2.0M |
| MetLife Investment Management, LLC | 0.01% | Reduce -4.4% | 14,629 | $2.0M |
| BNP Paribas Financial Markets | 0.00% | Reduce -7.0% | 14,221 | $1.9M |
| Stifel Financial Corp. | 0.00% | Add +2.8% | 14,136 | $1.9M |
| State of Tennessee, Department of Treasury | 0.01% | Add +6.8% | 15,275 | $1.9M |
| Martingale Asset Management L P | 0.04% | Add +0.0% | 13,012 | $1.8M |
| SG Americas Securities, LLC | 0.00% | Add +13.5% | 12,490 | $1.7M |
| Advisors Asset Management, Inc. | 0.03% | Add +4.2% | 12,469 | $1.7M |
| Natixis Advisors, LLC | 0.00% | Add +5.2% | 12,310 | $1.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -0.2% | 12,235 | $1.6M |
| Cetera Investment Advisers | 0.00% | Reduce -15.9% | 12,217 | $1.6M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -1.6% | 12,100 | $1.6M |
| One Capital Management, LLC | 0.05% | Add +41.1% | 12,033 | $1.6M |
| Future Fund LLC | 0.51% | Add +41.1% | 12,020 | $1.6M |
| Jackson Creek Investment Advisors LLC | 0.47% | Reduce -7.3% | 11,778 | $1.6M |
| ExodusPoint Capital Management, LP | 0.02% | New | 11,135 | $1.5M |
| Commonwealth Equity Services, LLC | 0.00% | Add +6.2% | 10,775 | $1.5M |
| Tidal Investments LLC | 0.01% | Add +8.6% | 10,757 | $1.4M |
| Integrated Quantitative Investments LLC | 0.30% | Add +20.9% | 10,527 | $1.4M |
| LPL Financial LLC | 0.00% | Reduce -20.0% | 9,596 | $1.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -9.8% | 9,512 | $1.3M |
| Raymond James Financial Inc. | 0.00% | Reduce -63.5% | 9,448 | $1.3M |
| Robeco Institutional Asset Management B.V. | 0.00% | Reduce -75.8% | 9,256 | $1.2M |
| Crestwood Advisors Group, LLC | 0.02% | Reduce -39.4% | 9,178 | $1.2M |
| Two Sigma Investments, LP | 0.00% | Reduce -73.4% | 9,174 | $1.2M |
| Quantinno Capital Management LP | 0.00% | Add +33.7% | 8,869 | $1.2M |
| STRS Ohio | 0.00% | Reduce -5.4% | 8,700 | $1.2M |
| HSBC Holdings PLC | 0.00% | Reduce -48.0% | 8,630 | $1.2M |
| Captrust Financial Advisors | 0.00% | Add +14.1% | 8,641 | $1.2M |
| New York State Common Retirement Fund | 0.00% | Reduce -33.1% | 8,506 | $1.1M |
| Diversify Advisory Services, LLC | 0.04% | Add +16.9% | 8,754 | $1.1M |
| Franklin Resources Inc. | 0.00% | Reduce -28.3% | 8,090 | $1.1M |
| Picton Mahoney Asset Management | 0.01% | Reduce -33.2% | 7,980 | $1.1M |
| Diversified Trust Co. | 0.02% | Add +55.3% | 7,731 | $1.0M |
| Amalgamated Bank | 0.01% | Reduce -0.5% | 7,699 | $1.0M |
| Citigroup Inc. | 0.00% | Reduce -30.1% | 7,575 | $1.0M |
| Arizona State Retirement System | 0.01% | Reduce -5.2% | 7,489 | $1.0M |
| Exchange Traded Concepts, LLC | 0.01% | Add +9.7% | 7,190 | $969K |
| Comerica Bank | 0.00% | Reduce -85.1% | 7,145 | $963K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Reduce -5.2% | 6,989 | $942K |
| Yousif Capital Management, LLC | 0.01% | Reduce -13.7% | 7,138 | $932K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 6,914 | $932K |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -10.9% | 6,695 | $902K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -3.8% | 6,561 | $884K |
| Mackenzie Financial Corp. | 0.00% | New | 6,341 | $854K |
| Oregon Public Employees Retirement Fund | 0.01% | No change | 6,045 | $815K |
| KLP Kapitalforvaltning As | 0.00% | No change | 5,700 | $768K |
| Bridgewater Associates | 0.00% | Reduce -81.3% | 5,661 | $763K |
| PNC Financial Services Group, Inc. | 0.00% | Add +8.8% | 5,629 | $759K |
| Laurion Capital Management LP | 0.05% | New | 5,428 | $731K |
| Yarbrough Capital, LLC | 0.02% | No change | 5,351 | $721K |
| ProShare Advisors LLC | 0.00% | Add +3.1% | 5,130 | $691K |
| Hamilton Capital Partners Inc. | 0.03% | Reduce -8.3% | 5,081 | $685K |
| US Bancorp \de | 0.00% | Add +689.7% | 4,920 | $663K |
| Keebeck Wealth Management | 0.07% | Add +20.7% | 4,751 | $640K |
| Gotham Asset Management | 0.00% | Add +20.1% | 4,737 | $638K |
| Amundi | 0.00% | Add +0.8% | 4,658 | $628K |
| Dark Forest Capital Management LP | 0.03% | Reduce -55.9% | 4,651 | $627K |
| Summit Global Investments | 0.04% | Add +1.7% | 4,646 | $626K |
| Quantbot Technologies LP | 0.02% | Reduce -81.5% | 4,588 | $618K |
| Premier Fund Managers Ltd | 0.04% | Reduce -44.5% | 4,563 | $615K |
| AIA Group Ltd | 0.01% | Reduce -48.9% | 4,532 | $611K |
| Gallacher Capital Management LLC | 0.23% | Reduce -0.9% | 4,475 | $603K |
| Quadrant Capital Group LLC | 0.02% | Add +2.0% | 4,464 | $602K |
| Pictet Asset Management Holding SA | 0.00% | Add +10.1% | 4,440 | $598K |
| MML Investors Services, LLC | 0.00% | Add +9.2% | 4,427 | $597K |
| Sheets Smith Wealth Management | 0.06% | No change | 4,339 | $585K |
| Navellier & Associates Inc. | 0.06% | Reduce -36.7% | 4,254 | $573K |
| VARCOV Co. | 0.22% | — | 4,128 | $556K |
| Alps Advisors Inc. | 0.00% | Add +1.1% | 3,942 | $531K |
| Maryland State Retirement & Pension System | 0.01% | Add +0.6% | 3,874 | $522K |
| FJ Capital Management LLC | 0.06% | New | 3,864 | $521K |
| Atria Investments, Inc | 0.01% | Add +26.5% | 3,415 | $460K |
| Ameritas Advisory Services, LLC | 0.02% | New | 3,287 | $443K |
| Mirabella Financial Services LLP | 0.04% | New | 3,147 | $424K |
| Mariner, LLC | 0.00% | Add +72.1% | 3,076 | $414K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +18.9% | 3,060 | $412K |
| Truist Financial Corp. | 0.00% | Reduce -22.0% | 3,030 | $408K |
| Mutual of America Capital Management LLC | 0.00% | Add +1.0% | 3,029 | $408K |
| Royal Bank of Canada | 0.00% | Add +21.4% | 3,012 | $406K |
| Abacus Wealth Partners, LLC | 0.04% | New | 2,903 | $391K |
| Swiss Life Asset Management Ltd | 0.00% | New | 2,627 | $354K |
| Two Sigma Advisers, LP | 0.00% | Add +13.6% | 2,500 | $337K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +3.3% | 2,546 | $333K |
| Janney Capital Management LLC | 0.02% | Add +1.7% | 2,442 | $329K |
| Oppenheimer Asset Management Inc. | 0.00% | Reduce -20.9% | 2,383 | $321K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 2,363 | $318K |
| &partners | 0.00% | Reduce -55.2% | 2,350 | $317K |
| Kickstand Ventures, Llc. | 0.07% | New | 2,335 | $315K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 2,204 | $297K |
| Evergreen Capital Management LLC | 0.01% | Reduce -20.4% | 2,203 | $297K |
| CIBC Asset Management Inc | 0.00% | New | 2,201 | $297K |
| Versor Investments LP | 0.05% | Reduce -53.3% | 2,197 | $296K |
| Armistice Capital, LLC | 0.01% | Reduce -14.4% | 2,192 | $295K |
| Brevan Howard Capital Management LP | 0.01% | Reduce -79.6% | 2,138 | $288K |
| D. E. Shaw & Co. | 0.00% | Reduce -95.4% | 2,115 | $285K |
| Xponance LLC | 0.00% | Add +0.6% | 2,086 | $281K |
| Mindset Wealth Management, LLC | 0.07% | New | 2,049 | $276K |
| Yorktown Management & Research Co Inc | 0.22% | No change | 2,000 | $270K |
| Systematic Alpha Investments, LLC | 0.01% | No change | 2,000 | $270K |
| Outlook Wealth Advisors, LLC | 0.06% | Add +2.5% | 1,987 | $268K |
| Bank of Montreal | 0.00% | Reduce -2.2% | 1,977 | $266K |
| Journey Strategic Wealth LLC | 0.01% | New | 1,944 | $262K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -61.4% | 1,922 | $259K |
| Caitlin John, LLC | 0.17% | Add +23887.5% | 1,919 | $259K |
| Ensign Peak Advisors, Inc | 0.00% | New | 1,902 | $256K |
| Crossmark Global Holdings, Inc. | 0.00% | Add +0.2% | 1,829 | $246K |
| Jain Global LLC | 0.00% | New | 1,771 | $239K |
| Cibc World Markets Corp. | 0.00% | — | 1,745 | $235K |
| Neuberger Berman Group LLC | 0.00% | New | 1,726 | $233K |
| Significant Wealth Partners LLC | 0.26% | Reduce -53.3% | 1,716 | $231K |
| AlphaQuest LLC | 0.01% | Reduce -56.7% | 1,684 | $227K |
| AE Wealth Management LLC | 0.00% | New | 1,622 | $219K |
| PVG Asset Management Corp. | 0.46% | New | 1,620 | $218K |
| Mercer Global Advisors Inc. | 0.00% | New | 1,595 | $215K |
| Principal Securities, Inc. | 0.00% | Add +165.0% | 1,590 | $214K |
| Arcus Capital Partners, LLC | 0.07% | New | 1,551 | $209K |
| AlphaCore Capital LLC | 0.00% | New | 1,526 | $206K |
| Jump Financial, LLC | 0.00% | New | 1,490 | $201K |
| Cwm, LLC | 0.00% | Add +12.8% | 1,444 | $195K |
| Clearstead Advisors, LLC | 0.00% | Add +252.9% | 1,401 | $189K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +54.0% | 1,312 | $177K |
| Covestor Ltd | 0.09% | Add +11.7% | 1,254 | $169K |
| GAMMA Investing LLC | 0.01% | Add +59.8% | 1,216 | $164K |
| Avanza Fonder AB | 0.00% | No change | 1,197 | $161K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 1,779 | $155K |
| New Age Alpha Advisors, LLC | 0.01% | Reduce -8.8% | 1,142 | $154K |
| Vestcor Inc | 0.00% | No change | 943 | $127K |
| Aquatic Capital Management LLC | 0.00% | Reduce -97.4% | 923 | $124K |
| Global Retirement Partners, LLC | 0.00% | Add +224.2% | 859 | $116K |
| Horizon Investments, LLC | 0.00% | New | 824 | $111K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +4061.1% | 749 | $101K |
| National Bank of Canada | 0.00% | New | 749 | $101K |
| Measured Wealth Private Client Group, LLC | 0.03% | Reduce -52.6% | 746 | $101K |
| KBC Group NV | 0.00% | No change | 737 | $99K |
| International Assets Investment Management, LLC | 0.01% | New | 709 | $96K |
| Smartleaf Asset Management LLC | 0.00% | Add +25.6% | 672 | $91K |
| Jones Financial Companies LLLP | 0.00% | Reduce -18.1% | 672 | $91K |
| IFP Advisors, Inc | 0.00% | Add +29.2% | 664 | $89K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | New | 497 | $67K |
| Osaic Holdings, Inc. | 0.00% | Reduce -97.9% | 495 | $67K |
| Farther Finance Advisors, LLC | 0.00% | Add +127.9% | 490 | $66K |
| Signaturefd, LLC | 0.00% | Reduce -1.1% | 466 | $63K |
| Nisa Investment Advisors, LLC | 0.00% | Add +5.1% | 431 | $58K |
| Frazier Financial Advisors, LLC | 0.03% | New | 400 | $54K |
| Bullock Wealth Management Group | 0.02% | — | 314 | $42K |
| Rockefeller Capital Management L.P. | 0.00% | Add +81.5% | 294 | $40K |
| Maseco LLP | 0.00% | No change | 291 | $39K |
| Richardson Financial Services Inc. | 0.01% | Add +31.8% | 286 | $39K |
| Kestra Advisory Services, LLC | 0.00% | New | 247 | $33K |
| Geneos Wealth Management Inc. | 0.00% | New | 240 | $32K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -3.7% | 210 | $27K |
| Simplex Trading, LLC | 0.00% | Reduce -14.6% | 188 | $25K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -12.8% | 184 | $25K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 179 | $24K |
| TCTC Holdings, LLC | 0.00% | No change | 176 | $24K |
| Sterling Capital Management LLC | 0.00% | Add +167.2% | 171 | $23K |
| SBI Securities Co., Ltd. | 0.00% | Add +2.4% | 170 | $23K |
| UMB Bank, n.a. | 0.00% | Add +110.8% | 156 | $21K |
| Atwood & Palmer Inc. | 0.00% | Reduce -40.0% | 150 | $20K |
| Fifth Third Bancorp | 0.00% | Add +12.3% | 146 | $20K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 121 | $16K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +56.2% | 114 | $15K |
| Leonteq Securities AG | 0.00% | New | 100 | $13K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +89.6% | 91 | $12K |
| Private Trust Co. NA | 0.00% | Add +72.3% | 81 | $11K |
| Quarry LP | 0.00% | Reduce -80.5% | 77 | $10K |
| Kingdom Financial Group LLC. | 0.00% | New | 73 | $10K |
| Hollencrest Capital Management | 0.00% | Reduce -58.8% | 70 | $9K |
| Arax Advisory Partners | 0.00% | Reduce -47.3% | 68 | $9K |
| Blue Trust, Inc. | 0.00% | No change | 68 | $9K |
| Root Financial Partners, LLC | 0.00% | Add +34.0% | 63 | $8K |
| Group One Trading LLC | 0.00% | Reduce -37.0% | 63 | $8K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 60 | $8K |
| Parallel Advisors, LLC | 0.00% | Add +15.4% | 60 | $8K |
| Hantz Financial Services, Inc. | 0.00% | Add +1040.0% | 57 | $8K |
| Allworth Financial LP | 0.00% | Add +14.3% | 56 | $8K |
| LRI Investments, LLC | 0.00% | Add +17.4% | 54 | $7K |
| Accent Capital Management, LLC | 0.00% | No change | 54 | $7K |
| Bare Financial Services, Inc | 0.00% | New | 54 | $7K |
| Assetmark, Inc. | 0.00% | Add +38.5% | 54 | $7K |
| Hillsdale Investment Management Inc. | 0.00% | No change | 50 | $7K |
| SageView Advisory Group, LLC | 0.00% | New | 45 | $6K |
| CIBC Private Wealth Group LLC | 0.00% | Add +80.0% | 45 | $6K |
| Rothschild Investment LLC | 0.00% | Add +43.3% | 43 | $6K |
| Parkside Financial Bank & Trust | 0.00% | Add +62.5% | 39 | $5K |
| AdvisorNet Financial, Inc | 0.00% | New | 35 | $5K |
| Versant Capital Management, Inc | 0.00% | Add +25.0% | 30 | $4K |
| Atlantic Union Bankshares Corp | 0.00% | New | 30 | $4K |
| Harvest Fund Management Co., Ltd | 0.00% | Reduce -66.0% | 32 | $4K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 28 | $4K |
| Westfuller Advisors, LLC | 0.00% | No change | 22 | $3K |
| Golden State Wealth Management, LLC | 0.00% | Add +53.9% | 20 | $3K |
| Bogart Wealth, LLC | 0.00% | No change | 20 | $3K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 19 | $3K |
| JFS Wealth Advisors, LLC | 0.00% | Add +50.0% | 18 | $2K |
| Larson Financial Group LLC | 0.00% | Add +466.7% | 17 | $2K |
| High Note Wealth, LLC | 0.00% | Add +14.3% | 16 | $2K |
| Zions Bancorporation, National Association | 0.00% | New | 16 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 16 | $2K |
| Optiver Holding B.V. | 0.00% | Reduce -77.8% | 16 | $2K |
| SouthState Bank Corp | 0.00% | New | 14 | $2K |
| Sound Income Strategies, LLC | 0.00% | New | 13 | $2K |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -91.0% | 12 | $2K |
| Essential Partners LLC | 0.00% | Add +10.0% | 11 | $1K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 11 | $1K |
| Godfrey Financial Associates, Inc. | 0.00% | — | 10 | $1K |
| Fortitude Family Office, LLC | 0.00% | Add +66.7% | 10 | $1K |
| MAI Capital Management | 0.00% | Reduce -78.0% | 9 | $1K |
| Bayforest Capital Ltd | 0.00% | Reduce -83.0% | 8 | $1K |
| Private Wealth Management Group, LLC | 0.00% | No change | 7 | $944 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -25.0% | 6 | $810 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 6 | $809 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 6 | $809 |
| Ankerstar Wealth, LLC | 0.00% | — | 5 | $674 |
| TD Private Client Wealth LLC | 0.00% | No change | 5 | $674 |
| Sunbelt Securities, Inc. | 0.00% | No change | 5 | $674 |
| Physician Wealth Advisors, Inc. | 0.00% | New | 3 | $405 |
| DecisionPoint Financial, LLC | 0.00% | No change | 3 | $405 |
| True Wealth Design, LLC | 0.00% | No change | 3 | $405 |
| Hughes Financial Services, LLC | 0.00% | New | 3 | $404 |
| Trust Co | 0.00% | New | 3 | $404 |
| Gilpin Wealth Management, LLC | 0.00% | — | 2 | $270 |
| WPG Advisers, LLC | 0.00% | Reduce -90.9% | 2 | $270 |
| Abound Wealth Management | 0.00% | No change | 2 | $270 |
| Rialto Wealth Management, LLC | 0.00% | Add +100.0% | 2 | $270 |
| HFM Investment Advisors, LLC | 0.00% | No change | 2 | $270 |
| TD Capital Management LLC | 0.00% | New | 2 | $270 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $135 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 1 | $134 |
"% of holder's portfolio" is PLMR's weight in each manager's 13F, not the share of Palomar Holdings Inc. the manager owns.