Institutional Ownership Palomar Holdings, Inc. (PLMR)
This table provides information about the institutional ownership of Palomar Holdings, Inc. (PLMR). We have compiled data on the 403 institutions that hold shares in the stock, with a total of 24.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.98 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Convergence Investment Partners, LLC
|
Aug 01, 2025 Q2 2025 |
2,341
shares
|
$277,876
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
2,326
shares
|
$276,096
0.01% of portfolio
|
Q2 2025
Reduced 21.45%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
2,322
shares
|
$275,621
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
2,298
shares
|
$272,772
0.01% of portfolio
|
Q2 2025
Added 3.28%
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
May 16, 2025 Q1 2025 |
2,290
shares
|
$271,823
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
2,229
shares
|
$264,582
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Nebula Research & Development LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,171
shares
|
$257,697
0.03% of portfolio
|
Q2 2025
Reduced 73.49%
|
|
|
Crossmark Global Holdings, Inc.
|
Aug 08, 2025 Q2 2025 |
2,153
shares
|
$255,561
0.01% of portfolio
|
Q2 2025
Added 11.79%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Jul 31, 2025 Q2 2025 |
2,129
shares
|
$252,712
0.0% of portfolio
|
Q2 2025
Reduced 49.57%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
2,053
shares
|
$243,691
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Xponance, Inc.
|
Aug 14, 2025 Q2 2025 |
2,052
shares
|
$243,572
0.0% of portfolio
|
Q2 2025
Added 4.16%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,045
shares
|
$242,741
0.01% of portfolio
|
Q2 2025
Added 35.25%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Aug 14, 2025 Q2 2025 |
2,000
shares
|
$237,400
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Yorktown Management & Research CO Inc
|
Aug 04, 2025 Q2 2025 |
2,000
shares
|
$237,400
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Sg Americas Securities, LLC
|
Aug 08, 2025 Q2 2025 |
1,977
shares
|
$234,669
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
1,976
shares
|
$234,551
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
1,856
shares
|
$220,307
0.0% of portfolio
|
Q2 2025
Added 4.15%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Aug 11, 2025 Q2 2025 |
1,829
shares
|
$217,102
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Deka Bank Deutsche Girozentrale
|
Jul 30, 2025 Q2 2025 |
1,779
shares
|
$211,167
0.0% of portfolio
|
Q2 2025
Added 151.98%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
1,681
shares
|
$199,534
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bridgefront Capital, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
1,649
shares
|
$195,736
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Petrus Trust Company, Lta
Dallas, TX |
Aug 14, 2025 Q2 2025 |
1,644
shares
|
$195,142
0.03% of portfolio
|
Q2 2025
Reduced 22.34%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Aug 13, 2025 Q2 2025 |
1,631
shares
|
$193,599
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
1,609
shares
|
$190,988
0.02% of portfolio
|
Q2 2025
Reduced 5.13%
|
|
|
Fieldview Capital Management, LLC
Niles, MI |
Aug 14, 2025 Q2 2025 |
1,591
shares
|
$188,851
0.04% of portfolio
|
Q2 2025
Reduced 47.6%
|