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 |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
74
shares
|
$8,783
0.0% of portfolio
|
Q2 2025
Added 124.24%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
73
shares
|
$8,665
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
71
shares
|
$8,427
0.0% of portfolio
|
Q2 2025
Added 22.54%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jul 24, 2025 Q2 2025 |
70
shares
|
$8,309
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
68
shares
|
$8,071
0.0% of portfolio
|
Q2 2025
Reduced 43.8%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
65
shares
|
$7,715
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
64
shares
|
$7,596
0.0% of portfolio
|
Q2 2025
Added 137.04%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
61
shares
|
$7,240
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jul 24, 2025 Q2 2025 |
60
shares
|
$7,122
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
60
shares
|
$7,122
0.0% of portfolio
|
Q1 2025
Reduced 25.0%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
58
shares
|
$6,884
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
55
shares
|
$6,528
0.0% of portfolio
|
Q2 2025
Added 10.0%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Aug 07, 2025 Q2 2025 |
54
shares
|
$6,409
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
52
shares
|
$6,172
0.0% of portfolio
|
Q2 2025
Reduced 69.41%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
50
shares
|
$5,935
0.0% of portfolio
|
Q2 2025
Added 8.7%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
48
shares
|
$5,697
0.0% of portfolio
|
Q2 2025
Added 220.0%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
47
shares
|
$5,578
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
47
shares
|
$5,578
0.0% of portfolio
|
Q2 2024
Added 370.0%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
46
shares
|
$5,460
0.0% of portfolio
|
Q2 2025
Reduced 23.33%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
46
shares
|
$5,460
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
42
shares
|
$4,985
0.0% of portfolio
|
Q2 2025
Added 44.83%
|
|
|
Pittenger & Anderson Inc
|
Jul 30, 2025 Q2 2025 |
40
shares
|
$4,748
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
32
shares
|
$3,798
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
31
shares
|
$3,679
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
28
shares
|
$3,323
0.0% of portfolio
|
Q2 2025
Reduced 28.21%
|