Palomar HoldingsPLMR

13F holders, Q1 2026 (March 31)
344holders +3
48new positions
44sold out
5famous investors
$119.54avg. 13F price*

At the end of Q1 2026, 344 institutions reported holding Palomar Holdings Inc. (PLMR) in their 13F filings, up 3 from Q4 2025. 48 opened new positions and 44 sold out. The largest holders were BlackRock, Inc. ($524.0M), Vanguard Portfolio Management LLC ($145.7M) and Vanguard Capital Management LLC ($143.2M). 5 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 Joel Greenblatt (0.0% of Gotham Asset Management'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 2025 → Q1 2026

InstitutionsTotal Value
New Positions48$98.4M
Exits44$26.1M

All 13F filers, Q4 2025 → Q1 2026: 2,478,588 shares bought and 1,907,031 shares sold, net +571,557 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 344 holders

BlackRock, Inc. 0.01% Reduce -0.4% 4,385,138 $524.0M
Vanguard Portfolio Management LLC 0.01% — 1,218,960 $145.7M
Vanguard Capital Management LLC 0.00% — 1,198,537 $143.2M
State Street Corp. 0.00% Add +0.1% 1,062,288 $126.9M
Janus Henderson Group PLC 0.05% Add +17.4% 933,993 $111.7M
Westfield Capital Management Co. LP 0.43% Add +1.6% 854,116 $102.1M
Sumitomo Mitsui Trust Group, Inc. 0.06% Reduce -8.8% 716,335 $85.6M
Stephens Investment Management Group LLC 1.17% Add +3.0% 714,914 $85.4M
Geode Capital Management, LLC 0.01% Add +3.2% 683,014 $81.6M
Dimensional Fund Advisors LP 0.02% Add +3.8% 653,026 $78.0M
American Century Companies Inc. 0.04% Add +27.6% 585,710 $70.0M
Invesco Ltd. 0.01% Reduce -26.4% 499,287 $59.7M
Freestone Grove Partners LP 0.41% Add +97.8% 476,484 $56.9M
Hood River Capital Management LLC 0.51% New 426,046 $50.9M
Champlain Investment Partners, LLC 0.50% Reduce -1.7% 326,948 $39.1M
Voya Investment Management LLC 0.05% Add +33.7% 320,450 $38.3M
Citadel Advisors 0.03% Add +155.3% 312,732 $37.4M
Federated Hermes, Inc. 0.06% Reduce -6.0% 308,753 $36.9M
Goldman Sachs Group Inc. 0.00% Add +22.0% 301,523 $36.0M
Emerald Advisers, LLC 1.13% Reduce -1.2% 298,359 $35.7M
Northern Trust Corp. 0.00% Add +2.1% 287,711 $34.4M
Artemis Investment Management LLP 0.35% Add +29.4% 274,614 $32.8M
T. Rowe Price Associates Inc. 0.00% Reduce -7.6% 260,321 $31.1M
Charles Schwab Investment Management Inc. 0.00% Reduce -1.9% 255,994 $30.6M
Villere St Denis J & Co. LLC 3.33% Reduce -5.3% 246,543 $29.5M
Qube Research & Technologies Ltd 0.04% Add +104.6% 240,387 $28.7M
Geneva Capital Management LLC 0.55% Reduce -7.3% 214,658 $25.7M
Morgan Stanley 0.00% Reduce -19.4% 209,251 $25.0M
Empowered Funds, LLC 0.15% New 195,118 $23.3M
Danske Bank A/S 0.06% Add +40.1% 193,781 $23.2M
Vanguard Fiduciary Trust Co. 0.01% — 184,151 $22.0M
Atlas Capital Advisors Inc. 2.48% No change 181,634 $21.7M
Handelsbanken Fonder AB 0.07% Reduce -27.0% 168,948 $20.2M
Emerald Mutual Fund Advisers Trust 0.95% Add +1.0% 163,270 $19.5M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.02% Reduce -14.2% 160,677 $19.2M
Clark Capital Management Group, Inc. 0.12% Add +38.0% 157,274 $18.8M
Point72 Asset Management 0.03% Reduce -26.5% 148,578 $17.8M
Bank of New York Mellon Corp 0.00% Reduce -16.9% 148,446 $17.7M
Bank of America Corp. 0.00% Add +1.2% 146,570 $17.5M
Nuveen, LLC 0.00% Reduce -7.9% 145,372 $17.4M
Balyasny Asset Management L.P. 0.03% Reduce -54.1% 141,838 $16.9M
T. Rowe Price Investment Management, Inc. 0.01% Add +0.3% 132,345 $15.8M
Principal Financial Group Inc. 0.01% Reduce -37.6% 129,573 $15.5M
Bessemer Group Inc. 0.02% Reduce -22.6% 119,196 $14.2M
Barclays PLC 0.00% Reduce -22.8% 115,631 $13.8M
Woodline Partners LP 0.05% Reduce -17.4% 104,218 $12.5M
Arrowstreet Capital, Limited Partnership 0.01% Add +19.2% 103,121 $12.3M
Blair William & Co. 0.03% Reduce -20.4% 101,428 $12.1M
Public Sector Pension Investment Board 0.04% Add +3.4% 94,830 $11.3M
Sei Investments Co. 0.01% Add +71.8% 93,157 $11.1M
State of Wisconsin Investment Board 0.02% Reduce -7.8% 90,225 $10.8M
Renaissance Group LLC 0.45% Add +33.7% 89,462 $10.7M
UBS Group AG 0.00% Add +205.6% 86,709 $10.4M
Fred Alger Management, LLC 0.04% Reduce -52.2% 84,207 $10.1M
AustralianSuper Pty Ltd 0.05% Reduce -67.1% 79,418 $9.5M
JPMorgan Chase & Co. 0.00% Reduce -10.9% 77,353 $9.3M
Peregrine Capital Management LLC 0.32% Reduce -4.1% 71,826 $8.6M
Waverly Advisors, LLC 0.06% Reduce -3.1% 70,531 $8.4M
Rhumbline Advisers 0.01% Add +2.9% 70,129 $8.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +2.6% 68,322 $8.2M
Osterweis Capital Management Inc. 0.50% Add +18.4% 68,090 $8.1M
Kornitzer Capital Management Inc. 0.17% No change 64,843 $7.7M
Manufacturers Life Insurance Company, The 0.01% Reduce -12.8% 64,132 $7.7M
Victory Capital Management Inc. 0.00% Add +72.6% 63,108 $7.5M
King Luther Capital Management Corp. 0.03% Add +4.8% 62,383 $7.5M
Legal & General Group Plc 0.00% Reduce -10.0% 61,821 $7.4M
Ameriprise Financial Inc. 0.00% Reduce -11.0% 61,709 $7.4M
Alliancebernstein L.P. 0.00% Reduce -4.5% 49,870 $6.7M
Cerity Partners LLC 0.01% Add +0.6% 55,843 $6.7M
First Trust Advisors LP 0.00% Add +232.3% 54,088 $6.5M
Swiss National Bank 0.00% Reduce -0.8% 52,500 $6.3M
Emerald Investment Advisers, LLC 0.50% — 46,682 $5.6M
Los Angeles Capital Management LLC 0.02% Add +143.3% 46,551 $5.6M
FJ Capital Management LLC 0.61% Add +1075.8% 45,433 $5.4M
Prudential Financial Inc. 0.01% Reduce -45.6% 40,121 $4.8M
Oak Ridge Investments LLC 0.31% Reduce -22.6% 38,923 $4.7M
Envestnet Asset Management Inc. 0.00% Add +17.2% 38,040 $4.5M
Deutsche Bank AG 0.00% Add +7.8% 34,567 $4.1M
Engineers Gate Manager LP 0.05% New 30,753 $3.7M
California State Teachers Retirement System 0.00% Add +18.7% 30,280 $3.6M
Scholtz & Company, LLC 1.64% Add +26.3% 26,824 $3.2M
Thrivent Financial for Lutherans 0.01% Add +12.3% 25,613 $3.1M
Trillium Asset Management, LLC 0.10% Reduce -8.0% 23,183 $3.0M
Voloridge Investment Management, LLC 0.01% Reduce -74.5% 24,727 $3.0M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% — 23,862 $2.9M
Alternative Investment Advisors, LLC. 1.26% Reduce -1.0% 23,753 $2.8M
Quantinno Capital Management LP 0.00% Add +163.0% 23,327 $2.8M
Nomura Asset Management International Inc. 0.00% Add +12.1% 23,218 $2.8M
Millennium Management 0.00% Reduce -8.9% 22,584 $2.7M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Reduce -31.4% 22,409 $2.7M
CANADA LIFE ASSURANCE Co 0.00% Reduce -2.9% 21,833 $2.6M
Hunter Associates Investment Management LLC 0.34% Add +6.4% 21,567 $2.6M
New York State Teachers Retirement System 0.01% Reduce -3.9% 21,464 $2.6M
South Dakota Investment Council 0.05% No change 21,319 $2.5M
AQR Capital Management 0.00% Reduce -24.6% 21,137 $2.5M
Intech Investment Management LLC 0.02% Reduce -12.5% 20,693 $2.5M
Conestoga Capital Advisors, LLC 0.05% No change 20,635 $2.5M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -23.7% 20,220 $2.4M
Ossiam 0.04% No change 20,200 $2.4M
Jane Street Group, LLC 0.00% New 19,808 $2.4M
State of Alaska, Department of Revenue 0.03% Reduce -2.1% 19,524 $2.3M
BNP Paribas Financial Markets 0.00% Add +34.6% 19,146 $2.3M
Cetera Investment Advisers 0.00% Add +55.1% 18,954 $2.3M
Riverwater Partners LLC 0.75% Add +4.7% 18,903 $2.3M
Stifel Financial Corp. 0.00% Add +32.2% 18,683 $2.2M
Creative Planning 0.00% Reduce -2.3% 18,666 $2.2M
Exchange Traded Concepts, LLC 0.02% Add +159.1% 18,631 $2.2M
State of New Jersey Common Pension Fund D 0.01% Add +9.5% 18,222 $2.2M
Moran Wealth Management, LLC 0.06% Reduce -3.6% 17,693 $2.1M
Horizon Investments, LLC 0.02% Add +1991.0% 17,230 $2.1M
Connors Investor Services Inc. 0.18% New 16,647 $2.0M
One Capital Management, LLC 0.05% Add +27.1% 15,300 $1.8M
Future Fund LLC 0.64% Add +27.2% 15,287 $1.8M
Wells Fargo & Company 0.00% Reduce -58.0% 15,236 $1.8M
MetLife Investment Management, LLC 0.01% Reduce -1.9% 14,346 $1.7M
Illinois Municipal Retirement Fund 0.02% Reduce -8.3% 13,945 $1.7M
Martingale Asset Management L P 0.04% Add +6.9% 13,915 $1.7M
Squarepoint Ops LLC 0.00% New 13,860 $1.7M
Allianz Asset Management GmbH 0.00% Reduce -8.8% 13,372 $1.6M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Add +320.3% 12,860 $1.5M
Natixis Advisors, LLC 0.00% Add +4.3% 12,839 $1.5M
Pathstone Holdings, LLC 0.01% Reduce -27.4% 12,777 $1.5M
Congress Asset Management Co. 0.01% New 12,682 $1.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +1.2% 12,382 $1.5M
Advisors Asset Management, Inc. 0.02% Reduce -1.1% 12,326 $1.5M
State of Tennessee, Department of Treasury 0.00% Reduce -21.6% 11,975 $1.4M
Brevan Howard Capital Management LP 0.01% Add +455.0% 11,865 $1.4M
Louisiana State Employees Retirement System 0.02% Reduce -2.5% 11,800 $1.4M
Jackson Creek Investment Advisors LLC 0.41% Reduce -0.1% 11,772 $1.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +23.6% 11,760 $1.4M
Tidal Investments LLC 0.00% Add +9.1% 11,736 $1.4M
LPL Financial LLC 0.00% Add +22.1% 11,720 $1.4M
Corient Private Wealth LP 0.00% New 11,702 $1.4M
DC Investments Management, LLC 0.53% New 11,507 $1.4M
Two Sigma Investments, LP 0.00% Add +21.8% 11,174 $1.3M
Vanguard Global Advisers, LLC 0.00% — 11,059 $1.3M
Hussman Strategic Advisors, Inc. 0.27% Reduce -50.0% 10,500 $1.3M
Wakefield Asset Management LLLP 0.32% New 10,072 $1.2M
PVG Asset Management Corp. 0.68% Add +526.4% 10,147 $1.1M
Commonwealth Equity Services, LLC 0.00% Reduce -12.5% 9,428 $1.1M
Captrust Financial Advisors 0.00% Add +6.2% 9,175 $1.1M
Susquehanna International Group, LLP 0.00% New 9,161 $1.1M
STRS Ohio 0.00% Add +2.3% 8,900 $1.1M
Diversified Trust Co. 0.02% Add +14.9% 8,887 $1.1M
Diversify Wealth Management, LLC 0.02% New 8,500 $1.1M
HSBC Holdings PLC 0.00% Reduce -0.7% 8,571 $1.0M
New York State Common Retirement Fund 0.00% No change 8,506 $1.0M
Algert Global LLC 0.01% Reduce -74.8% 7,648 $914K
Amalgamated Bank 0.01% Reduce -0.9% 7,627 $911K
Teacher Retirement System of Texas 0.00% Reduce -52.5% 7,483 $894K
SG Americas Securities, LLC 0.00% Reduce -40.4% 7,450 $890K
Arizona State Retirement System 0.01% Reduce -2.8% 7,280 $870K
Fifth Third Bancorp 0.00% Add +4780.8% 7,126 $852K
Yousif Capital Management, LLC 0.01% Reduce -1.0% 7,067 $845K
Police & Firemen's Retirement System of New Jersey 0.01% No change 6,989 $835K
Atom Investors LP 0.06% New 6,944 $830K
XTX Topco Ltd 0.01% New 6,942 $830K
State Board of Administration of Florida Retirement System 0.00% No change 6,914 $826K
Vanguard Investments Australia, Ltd. 0.00% — 6,878 $822K
Teachers Retirement System of the State of Kentucky 0.01% No change 6,695 $800K
Raymond James Financial Inc. 0.00% Reduce -29.5% 6,660 $796K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Reduce -0.1% 6,554 $783K
Gotham Asset Management 0.00% Add +34.9% 6,389 $763K
Amundi 0.00% Add +34.9% 6,283 $751K
Oregon Public Employees Retirement Fund 0.01% Add +1.0% 6,105 $730K
KLP Kapitalforvaltning As 0.00% Add +3.5% 5,900 $705K
US Bancorp \de 0.00% Add +15.1% 5,664 $677K
Catalyst Capital Advisors LLC 0.01% New 5,650 $675K
FMR LLC 0.00% Reduce -68.6% 5,610 $670K
HighTower Advisors, LLC 0.00% Reduce -68.2% 5,595 $669K
Fox Run Management, L.L.C. 0.12% New 5,561 $665K
Citigroup Inc. 0.00% Reduce -29.9% 5,310 $635K
Keebeck Wealth Management 0.07% Add +10.5% 5,250 $627K
Osaic Holdings, Inc. 0.00% Add +959.4% 5,244 $627K
PNC Financial Services Group, Inc. 0.00% Reduce -8.2% 5,165 $617K
Hamilton Capital Partners Inc. 0.02% No change 5,081 $607K
Crestwood Advisors Group, LLC 0.01% Reduce -46.3% 4,932 $589K
F/m Investments LLC 0.04% Reduce -90.3% 4,819 $576K
Vident Advisory, LLC 0.00% New 4,658 $557K
Jones Financial Companies LLLP 0.00% Add +604.5% 4,734 $553K
Quadrant Capital Group LLC 0.02% Add +0.1% 4,468 $534K
Picton Mahoney Asset Management 0.01% Reduce -44.4% 4,438 $530K
Pictet Asset Management Holding SA 0.00% Reduce -0.4% 4,424 $529K
Sheets Smith Wealth Management 0.06% Reduce -0.3% 4,327 $517K
Alps Advisors Inc. 0.00% Add +4.5% 4,121 $492K
ProShare Advisors LLC 0.00% Reduce -20.0% 4,105 $491K
Ameritas Advisory Services, LLC 0.02% Add +20.8% 3,972 $475K
MML Investors Services, LLC 0.00% Reduce -12.0% 3,896 $466K
Maryland State Retirement & Pension System 0.01% No change 3,874 $463K
Aviva PLC 0.00% New 3,672 $439K
Royal Bank of Canada 0.00% Add +20.6% 3,631 $434K
Brooklyn Investment Group 0.01% New 3,242 $387K
Swiss Life Asset Management Ltd 0.00% Add +20.6% 3,169 $379K
Atria Investments, Inc 0.00% Reduce -7.8% 3,150 $376K
Mutual of America Capital Management LLC 0.00% Add +0.1% 3,033 $362K
Abacus Wealth Partners, LLC 0.03% Add +4.3% 3,029 $362K
Janney Montgomery Scott LLC 0.00% New 3,003 $359K
BCS Private Wealth Management, Inc. 0.10% New 2,870 $343K
Russell Investments Group, Ltd. 0.00% Reduce -89.8% 2,837 $339K
Franklin Resources Inc. 0.00% Reduce -65.2% 2,817 $337K
Bank of Montreal 0.00% Add +41.1% 2,790 $333K
Gallacher Capital Management LLC 0.13% Reduce -38.5% 2,752 $329K
Tower Research Capital LLC (TRC) 0.01% Add +101.7% 2,646 $316K
Man Group plc 0.00% Reduce -96.5% 2,595 $310K
Premier Fund Managers Ltd 0.02% Reduce -43.7% 2,568 $307K
Xponance LLC 0.00% Add +19.1% 2,485 $297K
Hillsdale Investment Management Inc. 0.01% Add +4820.0% 2,460 $294K
Public Employees Retirement Association of Colorado 0.00% No change 2,363 $282K
Kickstand Ventures, Llc. 0.06% No change 2,335 $279K
Navellier & Associates Inc. 0.03% Reduce -45.6% 2,316 $277K
Mercer Global Advisors Inc. 0.00% Add +44.1% 2,299 $275K
Ameritas Investment Partners, Inc. 0.01% No change 2,204 $263K
CIBC Asset Management Inc 0.00% No change 2,201 $263K
Arcus Capital Partners, LLC 0.09% Add +35.4% 2,100 $251K
Mindset Wealth Management, LLC 0.07% Add +0.8% 2,066 $247K
Evergreen Capital Management LLC 0.01% Reduce -6.3% 2,065 $247K
Massar Capital Management, LP 0.05% New 2,049 $245K
Neuberger Berman Group LLC 0.00% Add +18.5% 2,046 $244K
Beacon Pointe Advisors, LLC 0.00% New 2,041 $244K
Robeco Institutional Asset Management B.V. 0.00% Reduce -78.4% 2,002 $239K
Outlook Wealth Advisors, LLC 0.06% Add +0.7% 2,001 $239K
Yorktown Management & Research Co Inc 0.20% No change 2,000 $239K
Systematic Alpha Investments, LLC 0.01% No change 2,000 $239K
SkyOak Wealth, LLC 0.04% New 1,991 $238K
Mariner, LLC 0.00% Reduce -35.3% 1,990 $238K
Vanguard Personalized Indexing Management, LLC 0.00% New 1,963 $235K
Truist Financial Corp. 0.00% Reduce -35.3% 1,962 $234K
Vestcor Inc 0.01% Add +107.7% 1,959 $234K
Globeflex Capital L P 0.03% New 1,909 $228K
Aquatic Capital Management LLC 0.01% Add +104.2% 1,885 $225K
Journey Strategic Wealth LLC 0.01% Reduce -4.6% 1,854 $222K
Crossmark Global Holdings, Inc. 0.00% Add +0.1% 1,831 $219K
Harbor Investment Advisory, LLC 0.02% New 1,817 $217K
Principal Securities, Inc. 0.00% Add +14.2% 1,816 $217K
Significant Wealth Partners LLC 0.26% Add +2.4% 1,757 $210K
Yarbrough Capital, LLC 0.01% Reduce -68.4% 1,693 $202K
Cwm, LLC 0.00% Add +1.3% 1,463 $175K
Caitlin John, LLC 0.10% Reduce -29.2% 1,358 $162K
GAMMA Investing LLC 0.01% Reduce -1.4% 1,199 $143K
Avanza Fonder AB 0.00% No change 1,197 $143K
Covestor Ltd 0.09% Reduce -9.5% 1,135 $136K
New Age Alpha Advisors, LLC 0.01% Reduce -1.4% 1,126 $135K
KBC Group NV 0.00% Add +38.0% 1,017 $122K
Healthcare of Ontario Pension Plan Trust Fund 0.00% New 902 $108K
Ensign Peak Advisors, Inc 0.00% Reduce -57.9% 800 $96K
Steward Partners Investment Advisory, LLC 0.00% Add +329.6% 769 $92K
IFP Advisors, Inc 0.00% Add +13.1% 751 $90K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -5.7% 706 $84K
International Assets Investment Management, LLC 0.01% No change 709 $83K
Pinnacle Wealth Planning Services, Inc. 0.01% Add +5.0% 522 $62K
Kemnay Advisory Services Inc. 0.01% New 509 $61K
Signaturefd, LLC 0.00% Add +7.1% 499 $60K
Advisory Services Network, LLC 0.00% New 479 $57K
Nisa Investment Advisors, LLC 0.00% Add +3.0% 444 $53K
Parallel Advisors, LLC 0.00% Add +638.3% 443 $53K
Farther Finance Advisors, LLC 0.00% Reduce -16.1% 411 $48K
Frazier Financial Advisors, LLC 0.03% No change 400 $48K
Richardson Financial Services Inc. 0.03% Add +31.5% 376 $45K
Rockefeller Capital Management L.P. 0.00% Add +20.8% 355 $42K
Caitong International Asset Management Co., Ltd 0.01% Add +2666.7% 332 $40K
Smartleaf Asset Management LLC 0.00% Reduce -56.4% 293 $35K
Opal Wealth Advisors, LLC 0.01% New 266 $32K
University of Texas/Texas Am Investment Management Co. 0.00% New 259 $31K
Bullock Wealth Management Group 0.02% Reduce -18.1% 257 $30K
Geneos Wealth Management Inc. 0.00% No change 240 $29K
Whittier Trust Co. of Nevada Inc. 0.00% No change 210 $26K
Salomon & Ludwin, LLC 0.00% Add +1.1% 186 $22K
SBI Securities Co., Ltd. 0.00% Add +2.9% 175 $21K
Sterling Capital Management LLC 0.00% No change 171 $20K
UMB Bank, n.a. 0.00% Add +3.2% 161 $19K
Atwood & Palmer Inc. 0.00% No change 150 $18K
EverSource Wealth Advisors, LLC 0.00% Add +23.7% 141 $17K
Summit Securities Group LLC 0.01% New 133 $16K
Assetmark, Inc. 0.00% Add +144.4% 132 $16K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 121 $14K
Harbor Capital Advisors, Inc. 0.00% Reduce -99.5% 113 $14K
Chilton Capital Management LLC 0.00% New 110 $13K
Leonteq Securities AG 0.00% No change 100 $12K
Twin Peaks Wealth Advisors, LLC 0.00% New 95 $11K
Arax Advisory Partners 0.00% Add +38.2% 94 $11K
Hollencrest Capital Management 0.00% Add +32.9% 93 $11K
Hantz Financial Services, Inc. 0.00% Add +61.4% 92 $11K
Private Trust Co. NA 0.00% No change 81 $10K
Root Financial Partners, LLC 0.00% Add +11.1% 70 $8K
Blue Trust, Inc. 0.00% No change 68 $8K
Versant Capital Management, Inc 0.00% Add +123.3% 67 $8K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -33.0% 61 $7K
Wilmington Savings Fund Society, FSB 0.00% No change 60 $7K
Accent Capital Management, LLC 0.00% No change 54 $6K
LRI Investments, LLC 0.00% No change 54 $6K
Allworth Financial LP 0.00% Reduce -3.6% 54 $6K
Bare Financial Services, Inc 0.00% Reduce -11.1% 48 $6K
Keating Financial Advisory Services, Inc. 0.00% Add +336.4% 48 $6K
Mather Group, Llc. 0.00% New 45 $5K
Federation des caisses Desjardins du Quebec 0.00% New 42 $5K
Rothschild Investment LLC 0.00% Reduce -2.3% 42 $5K
JPL Wealth Management, LLC 0.00% New 40 $5K
Parkside Financial Bank & Trust 0.00% No change 39 $5K
AdvisorNet Financial, Inc 0.00% No change 35 $4K
Harvest Fund Management Co., Ltd 0.00% No change 32 $4K
Larson Financial Group LLC 0.00% Add +88.2% 32 $4K
Atlantic Union Bankshares Corp 0.00% No change 30 $4K
MAI Capital Management 0.00% Add +233.3% 30 $4K
Lloyd Advisory Services, LLC. 0.00% New 29 $3K
Kingdom Financial Group LLC. 0.00% Reduce -60.3% 29 $3K
JFS Wealth Advisors, LLC 0.00% Add +11.1% 20 $2K
Bogart Wealth, LLC 0.00% No change 20 $2K
CVA Family Office, LLC 0.00% New 18 $2K
Quarry LP 0.00% Reduce -77.9% 17 $2K
Westfuller Advisors, LLC 0.00% Reduce -22.7% 17 $2K
High Note Wealth, LLC 0.00% No change 16 $2K
Farmers & Merchants Investments Inc. 0.00% Reduce -6.3% 15 $2K
Brown, Lisle/Cummings, Inc. 0.00% New 13 $2K
Golden State Wealth Management, LLC 0.00% Reduce -35.0% 13 $2K
Essential Partners LLC 0.00% Add +9.1% 12 $1K
Fortitude Family Office, LLC 0.00% Add +20.0% 12 $1K
MCF Advisors LLC 0.00% New 12 $1K
Godfrey Financial Associates, Inc. 0.00% No change 10 $1K
CENTRAL TRUST Co 0.00% New 9 $1K
Prestige Wealth Management Group LLC 0.00% Add +33.3% 8 $956
Private Wealth Management Group, LLC 0.00% No change 7 $837
Physician Wealth Advisors, Inc. 0.00% Add +133.3% 7 $837
SJS Investment Consulting Inc. 0.00% Add +16.7% 7 $837
Hughes Financial Services, LLC 0.00% Add +133.3% 7 $837
DiNuzzo Private Wealth, Inc. 0.00% No change 6 $717
Ankerstar Wealth, LLC 0.00% No change 5 $598
Cornerstone Financial Management LLC 0.00% New 5 $598
TD Private Client Wealth LLC 0.00% No change 5 $598
Sunbelt Securities, Inc. 0.00% No change 5 $598
Sound Income Strategies, LLC 0.00% Reduce -61.5% 5 $583
Gilpin Wealth Management, LLC 0.00% Add +100.0% 4 $478
DecisionPoint Financial, LLC 0.00% No change 3 $359
True Wealth Design, LLC 0.00% No change 3 $359
Trust Co 0.00% No change 3 $359
Bay Harbor Wealth Management, LLC 0.00% Add +200.0% 3 $358
WPG Advisers, LLC 0.00% No change 2 $239
Vermillion Wealth Management, Inc. 0.00% New 2 $239
Abound Wealth Management 0.00% No change 2 $239
HFM Investment Advisors, LLC 0.00% No change 2 $239
GHP Investment Advisors, Inc. 0.00% New 1 $120
Stone House Investment Management, LLC 0.00% New 1 $120
TFC Financial Management, Inc. 0.00% No change 1 $120
Curio Wealth, LLC 0.00% New 1 $120
Rialto Wealth Management, LLC 0.00% Reduce -50.0% 1 $120

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