Palomar HoldingsPLMR

13F holders, Q2 2026 (June 30)
342holders −2
45new positions
45sold out
5famous investors
$126.38avg. 13F price*

At the end of Q2 2026, 342 institutions reported holding Palomar Holdings Inc. (PLMR) in their 13F filings, down 2 from Q1 2026. 45 opened new positions and 45 sold out. The largest holders were BlackRock, Inc. ($556.3M), Vanguard Portfolio Management LLC ($156.1M) and Vanguard Capital Management LLC ($150.7M). 5 famous investors held it, including Steve Cohen (0.1% of Point72 Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors'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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions45$23.3M
Exits45$79.3M

All 13F filers, Q1 2026 → Q2 2026: 2,042,742 shares bought and 2,431,350 shares sold, net −388,608 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 342 holders

BlackRock, Inc. 0.01% Add +0.4% 4,401,832 $556.3M
Vanguard Portfolio Management LLC 0.01% Add +1.3% 1,234,699 $156.1M
Vanguard Capital Management LLC 0.00% Reduce -0.5% 1,192,254 $150.7M
State Street Corp. 0.00% Add +5.7% 1,122,717 $141.9M
Jupiter Topco LLC 0.05% — 1,045,459 $132.2M
American Century Companies Inc. 0.04% Add +31.0% 767,319 $97.0M
Stephens Investment Management Group LLC 0.99% Add +2.4% 732,301 $92.6M
Geode Capital Management, LLC 0.00% Add +4.8% 715,901 $90.5M
Sumitomo Mitsui Trust Group, Inc. 0.05% Reduce -0.5% 713,127 $90.1M
Hood River Capital Management LLC 0.63% Add +60.1% 682,283 $86.2M
Westfield Capital Management Co. LP 0.28% Reduce -21.7% 668,854 $84.5M
Dimensional Fund Advisors LP 0.02% Add +1.5% 662,894 $83.8M
Freestone Grove Partners LP 0.52% Add +30.6% 622,335 $78.7M
Citadel Advisors 0.03% Add +25.1% 391,299 $49.5M
T. Rowe Price Investment Management, Inc. 0.03% Add +159.9% 343,967 $43.5M
Artemis Investment Management LLP 0.38% Add +21.6% 333,968 $42.2M
Voya Investment Management LLC 0.04% Add +1.6% 325,715 $41.2M
Point72 Asset Management 0.06% Add +109.6% 311,367 $39.4M
Northern Trust Corp. 0.00% Add +6.6% 306,783 $38.8M
Federated Hermes, Inc. 0.06% Reduce -2.0% 302,615 $38.2M
Champlain Investment Partners, LLC 0.88% Reduce -16.7% 272,480 $34.4M
Charles Schwab Investment Management Inc. 0.00% Add +1.6% 260,015 $32.9M
Emerald Advisers, LLC 0.74% Reduce -16.8% 248,267 $31.4M
Bank of New York Mellon Corp 0.01% Add +65.0% 245,001 $31.0M
Villere St Denis J & Co. LLC 3.35% Reduce -12.3% 216,269 $27.3M
Morgan Stanley 0.00% Reduce -2.4% 204,213 $25.8M
T. Rowe Price Associates Inc. 0.00% Reduce -23.3% 199,735 $25.2M
Empowered Funds, LLC 0.13% Add +0.1% 195,356 $24.7M
Vanguard Fiduciary Trust Co. 0.01% Add +3.4% 190,471 $24.1M
Clark Capital Management Group, Inc. 0.12% Add +8.1% 169,991 $21.5M
Geneva Capital Management LLC 0.49% Reduce -21.7% 168,074 $21.2M
Emerald Mutual Fund Advisers Trust 0.73% Add +0.2% 163,622 $20.7M
Arrowstreet Capital, Limited Partnership 0.01% Add +54.7% 159,522 $20.2M
Goldman Sachs Group Inc. 0.00% Reduce -47.6% 158,091 $20.0M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.02% Reduce -4.4% 153,552 $19.4M
Nuveen, LLC 0.00% Add +5.0% 152,575 $19.3M
Bessemer Group Inc. 0.03% Add +27.9% 152,508 $19.3M
Handelsbanken Fonder AB 0.05% Reduce -12.1% 148,559 $18.8M
Danske Bank A/S 0.03% Reduce -28.9% 137,878 $17.4M
Principal Financial Group Inc. 0.01% Reduce 0.0% 129,567 $16.4M
Blair William & Co. 0.04% Add +21.5% 123,271 $15.6M
Sei Investments Co. 0.01% Add +29.1% 120,286 $15.2M
Bank of America Corp. 0.00% Reduce -24.3% 110,897 $14.0M
Barclays PLC 0.00% Reduce -5.8% 108,921 $13.8M
JPMorgan Chase & Co. 0.00% Add +19.4% 92,387 $11.8M
Public Sector Pension Investment Board 0.03% Reduce -4.0% 91,054 $11.5M
State of Wisconsin Investment Board 0.02% Reduce -8.4% 82,636 $10.4M
Invesco Ltd. 0.00% Reduce -83.9% 80,180 $10.1M
AustralianSuper Pty Ltd 0.04% No change 79,418 $10.0M
Qube Research & Technologies Ltd 0.01% Reduce -67.7% 77,764 $9.8M
Renaissance Group LLC 0.38% Reduce -16.5% 74,735 $9.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +5.1% 71,782 $9.1M
Envestnet Asset Management Inc. 0.00% Add +85.7% 70,623 $8.9M
Victory Capital Management Inc. 0.01% Add +11.8% 70,545 $8.9M
Waverly Advisors, LLC 0.05% Reduce -3.0% 68,424 $8.6M
Peregrine Capital Management LLC 0.28% Reduce -4.8% 68,357 $8.6M
UBS Group AG 0.00% Reduce -25.0% 65,036 $8.2M
D. E. Shaw & Co. 0.01% New 63,257 $8.0M
Legal & General Group Plc 0.00% Add +0.2% 61,942 $7.8M
Rhumbline Advisers 0.01% Reduce -12.0% 61,704 $7.8M
King Luther Capital Management Corp. 0.03% Reduce -2.6% 60,763 $7.7M
Cerity Partners LLC 0.01% Add +3.5% 57,799 $7.3M
Los Angeles Capital Management LLC 0.03% Add +21.8% 56,709 $7.2M
Alliancebernstein L.P. 0.00% Add +18.9% 59,321 $7.1M
Teacher Retirement System of Texas 0.02% Add +635.6% 55,047 $7.0M
Swiss National Bank 0.00% Add +2.1% 53,600 $6.8M
Emerald Investment Advisers, LLC 0.41% Add +4.6% 48,821 $6.2M
Deutsche Bank AG 0.00% Add +40.3% 48,512 $6.1M
First Trust Advisors LP 0.00% Reduce -13.6% 46,710 $5.9M
Ameriprise Financial Inc. 0.00% Reduce -30.7% 42,763 $5.4M
Kornitzer Capital Management Inc. 0.11% Reduce -35.8% 41,618 $5.3M
Oak Ridge Investments LLC 0.28% Add +2.1% 39,753 $5.0M
Manufacturers Life Insurance Company, The 0.00% Reduce -43.8% 36,073 $4.6M
Quantinno Capital Management LP 0.01% Add +51.2% 35,262 $4.5M
Trillium Asset Management, LLC 0.13% Add +49.0% 34,537 $4.4M
AQR Capital Management 0.00% Add +59.2% 33,650 $4.3M
Wells Fargo & Company 0.00% Add +114.5% 32,675 $4.1M
California State Teachers Retirement System 0.00% Add +3.4% 31,315 $4.0M
Prudential Financial Inc. 0.00% Reduce -25.8% 29,761 $3.8M
Engineers Gate Manager LP 0.04% Reduce -13.4% 26,633 $3.4M
Connors Investor Services Inc. 0.29% Add +57.8% 26,276 $3.3M
Conestoga Capital Advisors, LLC 0.07% Add +25.8% 25,960 $3.3M
Scholtz & Company, LLC 1.63% Reduce -4.0% 25,756 $3.3M
ExodusPoint Capital Management, LP 0.03% New 25,698 $3.2M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% Add +7.1% 25,549 $3.2M
Thrivent Financial for Lutherans 0.01% Reduce -1.1% 25,327 $3.2M
Hunter Associates Investment Management LLC 0.35% Add +10.4% 23,803 $3.0M
Nomura Asset Management International Inc. 0.00% Reduce -3.7% 22,360 $2.8M
XTX Topco Ltd 0.04% Add +215.5% 21,900 $2.8M
New York State Teachers Retirement System 0.01% Add +1.2% 21,715 $2.7M
CANADA LIFE ASSURANCE Co 0.00% Reduce -4.2% 20,920 $2.6M
Ossiam 0.03% No change 20,200 $2.6M
Corient Private Wealth LP 0.00% Add +68.9% 19,767 $2.5M
Riverwater Partners LLC 0.72% Add +1.5% 19,194 $2.4M
LPL Financial LLC 0.00% Add +62.8% 19,078 $2.4M
Exchange Traded Concepts, LLC 0.01% Add +2.3% 19,059 $2.4M
Citigroup Inc. 0.00% Add +219.6% 16,968 $2.1M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Add +31.2% 16,871 $2.1M
Tidal Investments LLC 0.01% Add +41.3% 16,583 $2.1M
Moran Wealth Management, LLC 0.06% Reduce -6.9% 16,473 $2.1M
Future Fund LLC 0.59% Add +6.3% 16,247 $2.1M
Creative Planning 0.00% Reduce -13.4% 16,168 $2.0M
MetLife Investment Management, LLC 0.01% Add +7.8% 15,471 $2.0M
Stifel Financial Corp. 0.00% Reduce -18.3% 15,258 $1.9M
State of Alaska, Department of Revenue 0.02% Reduce -22.3% 15,170 $1.9M
One Capital Management, LLC 0.05% No change 15,300 $1.8M
Martingale Asset Management L P 0.04% No change 13,915 $1.8M
Illinois Municipal Retirement Fund 0.02% Reduce -5.3% 13,201 $1.7M
Cetera Investment Advisers 0.00% Reduce -30.8% 13,119 $1.7M
Allianz Asset Management GmbH 0.00% Reduce -2.9% 12,987 $1.6M
Pathstone Holdings, LLC 0.00% Reduce -1.9% 12,532 $1.6M
Intech Investment Management LLC 0.01% Reduce -40.8% 12,244 $1.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -1.1% 12,243 $1.5M
State of Tennessee, Department of Treasury 0.00% Reduce -1.4% 11,811 $1.5M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 11,760 $1.5M
BNP Paribas Financial Markets 0.00% Reduce -38.9% 11,697 $1.5M
MML Investors Services, LLC 0.00% Add +199.9% 11,685 $1.5M
Louisiana State Employees Retirement System 0.02% Reduce -1.7% 11,600 $1.5M
DC Investments Management, LLC 0.50% No change 11,507 $1.5M
State of New Jersey Common Pension Fund D 0.01% Reduce -37.0% 11,475 $1.5M
Osaic Holdings, Inc. 0.00% Add +116.5% 11,353 $1.4M
Quadrature Capital Ltd 0.01% New 10,995 $1.4M
Susquehanna International Group, LLP 0.00% Add +17.3% 10,744 $1.4M
STRS Ohio 0.00% Add +16.9% 10,400 $1.3M
Vanguard Global Advisers, LLC 0.00% Reduce -6.5% 10,346 $1.3M
Wakefield Asset Management LLLP 0.29% Add +1.6% 10,231 $1.3M
PVG Asset Management Corp. 0.74% No change 10,147 $1.3M
Captrust Financial Advisors 0.00% Add +8.1% 9,922 $1.3M
Fred Alger Management, LLC 0.00% Reduce -88.6% 9,594 $1.2M
Two Sigma Investments, LP 0.00% Reduce -14.6% 9,546 $1.2M
New York State Common Retirement Fund 0.00% Add +10.6% 9,406 $1.2M
Commonwealth Equity Services, LLC 0.00% Reduce -1.0% 9,334 $1.2M
Allstate Corp. 0.01% New 8,940 $1.1M
Aquatic Capital Management LLC 0.04% Add +354.3% 8,564 $1.1M
Russell Investments Group, Ltd. 0.00% Add +198.1% 8,456 $1.1M
Diversified Trust Co. 0.02% Reduce -6.3% 8,332 $1.1M
Woodline Partners LP 0.00% Reduce -92.2% 8,173 $1.0M
Connor, Clark & Lunn Investment Management Ltd. 0.00% Reduce -63.8% 8,120 $1.0M
Police & Firemen's Retirement System of New Jersey 0.01% Add +12.2% 7,842 $991K
Algert Global LLC 0.01% No change 7,648 $967K
Arizona State Retirement System 0.00% Add +1.1% 7,364 $931K
Amalgamated Bank 0.01% Reduce -6.6% 7,122 $900K
Yousif Capital Management, LLC 0.01% Add +0.4% 7,095 $897K
Fifth Third Bancorp 0.00% Reduce -1.9% 6,990 $883K
State Board of Administration of Florida Retirement System 0.00% No change 6,914 $874K
Vanguard Investments Australia, Ltd. 0.00% No change 6,878 $869K
Raymond James Financial Inc. 0.00% Add +1.4% 6,756 $854K
Teachers Retirement System of the State of Kentucky 0.01% No change 6,695 $847K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Reduce -4.1% 6,285 $794K
Squarepoint Ops LLC 0.00% Reduce -55.8% 6,132 $775K
HSBC Holdings PLC 0.00% Reduce -30.2% 5,981 $767K
Oregon Public Employees Retirement Fund 0.01% Reduce -0.9% 6,052 $765K
Inspire Advisors, LLC 0.05% New 6,031 $762K
KLP Kapitalforvaltning As 0.00% No change 5,900 $746K
Amundi 0.00% Reduce -11.4% 5,566 $703K
Y-Intercept (Hong Kong) Ltd 0.01% New 5,529 $699K
Atom Investors LP 0.06% Reduce -23.5% 5,314 $672K
F/m Investments LLC 0.03% Add +7.3% 5,171 $654K
Gotham Asset Management 0.00% Reduce -19.1% 5,170 $653K
PNC Financial Services Group, Inc. 0.00% Reduce -1.5% 5,087 $643K
Essential Investment Partners LLC 0.51% New 5,030 $636K
SG Americas Securities, LLC 0.00% Reduce -33.3% 4,972 $628K
Keebeck Wealth Management 0.06% Reduce -8.4% 4,809 $608K
Vident Advisory, LLC 0.00% Add +0.3% 4,670 $590K
FMR LLC 0.00% Reduce -17.2% 4,645 $587K
Truist Financial Corp. 0.00% Add +136.4% 4,639 $586K
Quadrant Capital Group LLC 0.02% Add +2.0% 4,556 $576K
Pictet Asset Management Holding SA 0.00% No change 4,424 $559K
Sheets Smith Wealth Management 0.05% No change 4,327 $547K
Dynamic Technology Lab Private Ltd 0.12% New 4,172 $527K
Alps Advisors Inc. 0.00% Add +1.1% 4,167 $527K
Catalyst Capital Advisors LLC 0.01% Reduce -27.5% 4,095 $518K
Level Four Advisory Services, LLC 0.01% New 4,027 $509K
Gsa Capital Partners LLP 0.03% New 3,926 $496K
Maryland State Retirement & Pension System 0.01% No change 3,874 $490K
Man Group plc 0.00% Add +47.9% 3,839 $485K
ProShare Advisors LLC 0.00% Reduce -7.6% 3,793 $479K
Hamilton Capital Partners Inc. 0.01% Reduce -26.0% 3,760 $475K
HighTower Advisors, LLC 0.00% Reduce -35.3% 3,622 $458K
Swiss Life Asset Management Ltd 0.00% Add +10.5% 3,501 $442K
Formula Growth Ltd. 0.16% New 3,500 $442K
Two Sigma Securities, LLC 0.04% New 3,490 $441K
Allspring Global Investments Holdings, LLC 0.00% New 3,250 $434K
Brevan Howard Capital Management LP 0.01% Reduce -71.8% 3,346 $423K
Caitlin John, LLC 0.22% Add +130.9% 3,136 $396K
Mutual of America Capital Management LLC 0.00% Add +0.1% 3,035 $384K
Bank of Montreal 0.00% Add +8.6% 3,030 $383K
Atria Investments, Inc 0.00% Reduce -5.5% 2,978 $376K
Park Avenue Securities LLC 0.00% New 2,957 $374K
Franklin Resources Inc. 0.00% Add +4.5% 2,943 $372K
Capstone Investment Advisors, LLC 0.00% New 2,899 $366K
Principal Securities, Inc. 0.00% Add +58.9% 2,885 $365K
Mariner, LLC 0.00% Add +43.9% 2,863 $362K
TD Asset Management Inc 0.00% New 2,810 $355K
Vise Technologies, Inc. 0.00% New 2,716 $343K
Royal Bank of Canada 0.00% Reduce -25.9% 2,689 $340K
Xponance LLC 0.00% Add +6.2% 2,638 $333K
Mercer Global Advisors Inc. 0.00% Add +14.6% 2,635 $333K
Arcus Capital Partners, LLC 0.14% Add +23.1% 2,586 $327K
Premier Fund Managers Ltd 0.03% No change 2,568 $324K
Crestwood Advisors Group, LLC 0.00% Reduce -49.7% 2,483 $314K
Entropy Technologies, LP 0.01% New 2,460 $311K
Benjamin Edwards Inc. 0.00% New 2,452 $310K
Beacon Pointe Advisors, LLC 0.00% Add +18.9% 2,427 $307K
Ameritas Investment Partners, Inc. 0.01% Add +9.5% 2,413 $305K
Axq Capital, LP 0.03% New 2,388 $302K
Vanguard Personalized Indexing Management, LLC 0.00% Add +20.8% 2,372 $300K
Public Employees Retirement Association of Colorado 0.00% No change 2,363 $299K
Kickstand Ventures, Llc. 0.05% No change 2,335 $295K
Abel Hall, LLC 0.05% New 2,314 $292K
Blueshift Asset Management, LLC 0.07% New 2,257 $285K
Neuberger Berman Group LLC 0.00% Add +5.4% 2,157 $273K
Fulcrum Wealth Advisors, LLC 0.21% New 2,138 $270K
Janney Montgomery Scott LLC 0.00% Reduce -31.6% 2,055 $260K
Ensign Peak Advisors, Inc 0.00% Add +156.3% 2,050 $259K
Outlook Wealth Advisors, LLC 0.06% Add +0.8% 2,016 $255K
Advisors Asset Management, Inc. 0.00% Reduce -83.7% 2,015 $255K
Evergreen Capital Management LLC 0.00% Reduce -2.7% 2,009 $254K
Wealth Enhancement Advisory Services, LLC 0.00% New 1,861 $253K
Robeco Institutional Asset Management B.V. 0.00% No change 2,002 $253K
Systematic Alpha Investments, LLC 0.01% No change 2,000 $253K
Vestcor Inc 0.01% No change 1,959 $248K
Mindset Wealth Management, LLC 0.05% Reduce -6.3% 1,935 $245K
Globeflex Capital L P 0.03% No change 1,909 $241K
Significant Wealth Partners LLC 0.25% Add +3.9% 1,825 $231K
Harbor Investment Advisory, LLC 0.02% No change 1,817 $230K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.00% New 1,800 $228K
Crossmark Global Holdings, Inc. 0.00% Reduce -3.0% 1,777 $225K
Sequoia Financial Advisors, LLC 0.00% New 1,748 $221K
Yarbrough Capital, LLC 0.01% No change 1,693 $214K
Militia Capital Management LLC 0.04% New 1,675 $212K
Jones Financial Companies LLLP 0.00% Reduce -66.2% 1,601 $202K
Bartlett & Co. Wealth Management LLC 0.00% New 1,423 $180K
Avanza Fonder AB 0.00% Add +8.3% 1,297 $164K
Covestor Ltd 0.09% Add +3.0% 1,169 $148K
Mitsubishi UFJ Trust & Banking Corp 0.00% New 1,151 $145K
New Age Alpha Advisors, LLC 0.01% Reduce -4.0% 1,081 $137K
Horizon Investments, LLC 0.00% Reduce -93.9% 1,046 $132K
KBC Group NV 0.00% No change 1,017 $129K
Nisa Investment Advisors, LLC 0.00% Add +126.3% 1,005 $127K
Global Retirement Partners, LLC 0.00% — 973 $123K
Tower Research Capital LLC (TRC) 0.00% Reduce -63.3% 970 $123K
Nykredit A/S 0.00% — 922 $117K
Northwestern Mutual Wealth Management Co. 0.00% Add +9.6% 774 $98K
GAMMA Investing LLC 0.00% Reduce -36.7% 759 $96K
IFP Advisors, Inc 0.00% Reduce -9.7% 678 $86K
Pinnacle Wealth Planning Services, Inc. 0.01% Add +24.1% 648 $82K
Steward Partners Investment Advisory, LLC 0.00% Reduce -16.9% 639 $81K
Signaturefd, LLC 0.00% Add +6.6% 532 $67K
Caitong International Asset Management Co., Ltd 0.01% Add +35.2% 449 $57K
Richardson Financial Services Inc. 0.03% Add +10.6% 416 $53K
Simplex Trading, LLC 0.00% New 407 $51K
Frazier Financial Advisors, LLC 0.03% No change 400 $51K
Farther Finance Advisors, LLC 0.00% Reduce -13.9% 354 $45K
Quantbot Technologies LP 0.00% New 339 $43K
Smartleaf Asset Management LLC 0.00% No change 293 $37K
Arax Advisory Partners 0.00% Add +177.7% 261 $33K
University of Texas/Texas Am Investment Management Co. 0.00% No change 259 $33K
Whittier Trust Co. of Nevada Inc. 0.00% Add +1.9% 214 $31K
US Bancorp \de 0.00% Reduce -95.8% 237 $30K
Rockefeller Capital Management L.P. 0.00% Reduce -34.9% 231 $29K
Bullock Wealth Management Group 0.01% Reduce -19.5% 207 $28K
Optiver Holding B.V. 0.00% New 217 $27K
Salomon & Ludwin, LLC 0.00% Add +8.1% 201 $27K
Kemnay Advisory Services Inc. 0.00% Reduce -63.3% 187 $24K
SBI Securities Co., Ltd. 0.00% Reduce -4.6% 167 $21K
UMB Bank, n.a. 0.00% Add +3.1% 166 $21K
Geneos Wealth Management Inc. 0.00% Reduce -33.3% 160 $20K
Atwood & Palmer Inc. 0.00% No change 150 $19K
Allworth Financial LP 0.00% Add +131.5% 125 $16K
Larson Financial Group LLC 0.00% Add +284.4% 123 $16K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 121 $15K
Hantz Financial Services, Inc. 0.00% Add +32.6% 122 $15K
Versant Capital Management, Inc 0.00% Add +53.7% 103 $13K
Harbor Capital Advisors, Inc. 0.00% Reduce -9.7% 102 $13K
Continuum Advisory, LLC 0.00% New 100 $13K
Leonteq Securities AG 0.00% No change 100 $13K
Hollencrest Capital Management 0.00% No change 93 $12K
Sterling Capital Management LLC 0.00% Reduce -45.6% 93 $12K
Private Trust Co. NA 0.00% Add +7.4% 87 $11K
Rothschild Investment LLC 0.00% Add +97.6% 83 $10K
Clearstead Advisors, LLC 0.00% New 79 $10K
Transamerica Financial Advisors, LLC 0.00% New 76 $10K
Bare Financial Services, Inc 0.00% Add +52.1% 73 $9K
Tokio Marine Asset Management Co. Ltd. 0.00% New 71 $9K
Blue Trust, Inc. 0.00% No change 68 $9K
Federation des caisses Desjardins du Quebec 0.00% Add +47.6% 62 $8K
MassMutual Private Wealth & Trust, FSB 0.00% Add +1.6% 62 $8K
Accent Capital Management, LLC 0.00% No change 54 $7K
Parallel Advisors, LLC 0.00% Reduce -87.8% 54 $7K
Silver Grove Financial Group, Inc. 0.00% New 48 $6K
Quarry LP 0.00% Add +176.5% 47 $6K
Mather Group, Llc. 0.00% No change 45 $6K
EverSource Wealth Advisors, LLC 0.00% Reduce -68.1% 45 $6K
SJS Investment Consulting Inc. 0.00% Add +500.0% 42 $5K
JPL Wealth Management, LLC 0.00% No change 40 $5K
LRI Investments, LLC 0.00% Reduce -38.9% 33 $4K
Harvest Fund Management Co., Ltd 0.00% No change 32 $4K
Keating Financial Advisory Services, Inc. 0.00% Reduce -35.4% 31 $4K
Brown, Lisle/Cummings, Inc. 0.00% Add +107.7% 27 $3K
Assetmark, Inc. 0.00% Reduce -81.1% 25 $3K
Parkside Financial Bank & Trust 0.00% Reduce -38.5% 24 $3K
JFS Wealth Advisors, LLC 0.00% Add +20.0% 24 $3K
Physician Wealth Advisors, Inc. 0.00% Add +185.7% 20 $3K
Bogart Wealth, LLC 0.00% No change 20 $3K
Westfuller Advisors, LLC 0.00% No change 17 $2K
Valued Wealth Advisors LLC 0.00% New 16 $2K
Farmers & Merchants Investments Inc. 0.00% No change 15 $2K
Ameritas Advisory Services, LLC 0.00% Reduce -99.7% 14 $2K
Golden State Wealth Management, LLC 0.00% No change 13 $2K
Prestige Wealth Management Group LLC 0.00% Add +50.0% 12 $2K
Plante Moran Financial Advisors, LLC 0.00% New 11 $1K
CVA Family Office, LLC 0.00% Reduce -38.9% 11 $1K
Godfrey Financial Associates, Inc. 0.00% No change 10 $1K
International Assets Investment Management, LLC 0.00% Reduce -98.7% 9 $1K
Ankerstar Wealth, LLC 0.00% Add +80.0% 9 $1K
Kingdom Financial Group LLC. 0.00% Reduce -69.0% 9 $1K
Fiduciary Financial Advisors 0.00% New 10 $1K
Bellevue Asset Management, LLC 0.00% New 8 $1K
Fortitude Family Office, LLC 0.00% Reduce -33.3% 8 $1K
True Wealth Design, LLC 0.00% Add +133.3% 7 $885
Private Wealth Management Group, LLC 0.00% No change 7 $885
Gilpin Wealth Management, LLC 0.00% Add +50.0% 6 $759
DiNuzzo Private Wealth, Inc. 0.00% No change 6 $759
Essential Partners LLC 0.00% Reduce -50.0% 6 $758
Hughes Financial Services, LLC 0.00% Reduce -14.3% 6 $758
TD Private Client Wealth LLC 0.00% No change 5 $632
Cornerstone Planning Group LLC 0.00% New 4 $522
Creative Capital Management Investments LLC 0.00% New 4 $506
CENTRAL TRUST Co 0.00% Reduce -55.6% 4 $506
Trust Co 0.00% No change 3 $379
Davis Capital Management 0.00% New 2 $253
WPG Advisers, LLC 0.00% No change 2 $253
HFM Investment Advisors, LLC 0.00% No change 2 $253
DecisionPoint Financial, LLC 0.00% Reduce -66.7% 1 $134
GHP Investment Advisors, Inc. 0.00% No change 1 $127
TFC Financial Management, Inc. 0.00% No change 1 $127
Abound Wealth Management 0.00% Reduce -50.0% 1 $127
Rialto Wealth Management, LLC 0.00% No change 1 $127
Stone House Investment Management, LLC 0.00% No change 1 $126
Bay Harbor Wealth Management, LLC 0.00% Reduce -66.7% 1 $126
Evolution Advisers, Inc. 0.00% New 3 $0

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