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 |
|---|---|---|---|---|---|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
12
shares
|
$1,678
0.0% of portfolio
|
Q4 2023
Added 33.33%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
11
shares
|
$1,538
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
10
shares
|
$1,398
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
10
shares
|
$1,398
0.0% of portfolio
|
Q1 2025
Added 233.33%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
10
shares
|
$1,398
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
9
shares
|
$1,258
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
9
shares
|
$1,258
0.0% of portfolio
|
Q2 2025
Added 125.0%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
9
shares
|
$1,258
0.0% of portfolio
|
Q1 2025
Added 125.0%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
7
shares
|
$979
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
6
shares
|
$839
0.0% of portfolio
|
Q3 2024
Added 20.0%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
6
shares
|
$839
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
5
shares
|
$699
0.0% of portfolio
|
Q1 2025
Reduced 94.05%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
4
shares
|
$559
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
4
shares
|
$559
0.0% of portfolio
|
Q3 2024
Reduced 93.85%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
4
shares
|
$559
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
3
shares
|
$419
0.0% of portfolio
|
Q2 2022
Reduced 95.16%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
3
shares
|
$419
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
2
shares
|
$279
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
2
shares
|
$279
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
2
shares
|
$279
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
1
shares
|
$139
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
1
shares
|
$139
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
1
shares
|
$139
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|