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 |
|---|---|---|---|---|---|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
6
shares
|
$712
0.0% of portfolio
|
Q3 2024
Added 20.0%
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
6
shares
|
$712
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
5
shares
|
$593
0.0% of portfolio
|
Q2 2025
Added 25.0%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
5
shares
|
$593
0.0% of portfolio
|
Q1 2025
Reduced 94.05%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
4
shares
|
$474
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
4
shares
|
$474
0.0% of portfolio
|
Q2 2025
Added 33.33%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Aug 13, 2025 Q2 2025 |
3
shares
|
$356
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
3
shares
|
$356
0.0% of portfolio
|
Q2 2022
Reduced 95.16%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
2
shares
|
$237
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
2
shares
|
$237
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Aug 06, 2025 Q2 2025 |
2
shares
|
$237
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
2
shares
|
$237
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
2
shares
|
$237
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
2
shares
|
$237
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
1
shares
|
$118
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
1
shares
|
$118
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Aug 11, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|