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 374 institutions that hold shares in the stock, with a total of 23.8 Million shares, which have been reported (via 13F filing form) to have a value of $3.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
31
shares
|
$4,021
0.0% of portfolio
|
Q3 2025
Reduced 26.19%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
30
shares
|
$3,891
0.0% of portfolio
|
Q3 2025
Reduced 45.45%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
28
shares
|
$3,632
0.0% of portfolio
|
Q2 2025
Reduced 28.21%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
25
shares
|
$3,243
0.0% of portfolio
|
Q3 2025
Added 38.89%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
24
shares
|
$3,113
0.0% of portfolio
|
Q3 2025
Reduced 52.0%
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
24
shares
|
$3,113
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
22
shares
|
$2,853
0.0% of portfolio
|
Q1 2025
Added 22.22%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
22
shares
|
$2,853
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
22
shares
|
$2,853
0.0% of portfolio
|
Q3 2025
Reduced 63.93%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
20
shares
|
$2,594
0.0% of portfolio
|
Q1 2025
Reduced 52.38%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
18
shares
|
$2,334
0.0% of portfolio
|
Q3 2025
Added 12.5%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
16
shares
|
$2,075
0.0% of portfolio
|
Q2 2025
Reduced 5.88%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
14
shares
|
$1,816
0.0% of portfolio
|
Q3 2025
Reduced 39.13%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
13
shares
|
$1,686
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
12
shares
|
$1,556
0.0% of portfolio
|
Q3 2025
Reduced 33.33%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
10
shares
|
$1,297
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
9
shares
|
$1,167
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
8
shares
|
$1,037
0.0% of portfolio
|
Q3 2025
Reduced 11.11%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
8
shares
|
$1,037
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
8
shares
|
$1,037
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
7
shares
|
$908
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
6
shares
|
$778
0.0% of portfolio
|
Q3 2025
Reduced 40.0%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
6
shares
|
$778
0.0% of portfolio
|
Q3 2024
Added 20.0%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
6
shares
|
$778
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
5
shares
|
$648
0.0% of portfolio
|
Q3 2025
New holding
|
|