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 358 institutions that hold shares in the stock, with a total of 24.2 Million shares, which have been reported (via 13F filing form) to have a value of $3.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
60
shares
|
$8,391
0.0% of portfolio
|
Q1 2025
Reduced 25.0%
|
|
|
Keener Financial Planning LLC
Keller, TX |
May 09, 2025 Q1 2025 |
60
shares
|
$8,391
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
52
shares
|
$7,272
0.0% of portfolio
|
Q2 2025
Reduced 69.41%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
51
shares
|
$7,132
0.0% of portfolio
|
Q1 2025
Added 325.0%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
50
shares
|
$6,993
0.0% of portfolio
|
Q1 2025
Added 42.86%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
47
shares
|
$6,573
0.0% of portfolio
|
Q2 2024
Added 370.0%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
47
shares
|
$6,573
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
46
shares
|
$6,433
0.0% of portfolio
|
Q1 2025
Added 820.0%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
39
shares
|
$5,454
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
39
shares
|
$5,454
0.0% of portfolio
|
Q4 2024
Added 8.33%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
33
shares
|
$4,615
0.0% of portfolio
|
Q1 2025
Added 153.85%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
29
shares
|
$4,055
0.0% of portfolio
|
Q1 2025
Added 38.1%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
27
shares
|
$3,776
0.0% of portfolio
|
Q4 2024
Added 8.0%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
24
shares
|
$3,356
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
23
shares
|
$3,216
0.0% of portfolio
|
Q2 2025
Added 27.78%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
22
shares
|
$3,076
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
22
shares
|
$3,076
0.0% of portfolio
|
Q1 2025
Added 22.22%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
20
shares
|
$2,797
0.0% of portfolio
|
Q1 2025
Reduced 52.38%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
18
shares
|
$2,517
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
18
shares
|
$2,517
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
16
shares
|
$2,237
0.0% of portfolio
|
Q2 2025
Reduced 5.88%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
16
shares
|
$2,237
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
15
shares
|
$2,097
0.0% of portfolio
|
Q1 2025
Added 114.29%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
13
shares
|
$1,818
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
May 07, 2025 Q1 2025 |
12
shares
|
$1,678
0.0% of portfolio
|
Q4 2024
New holding
|