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Institutional Ownership · SEC Form 13F

Who owns Palomar Holdings, Inc. (PLMR)


Which tracked institutional funds hold PLMR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PLMR company fundamentals →

Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

342
Institutional holders
23M
Shares held (tracked funds)
87.2%
Of shares outstanding

How the tape is positioned

59 tracked funds added or opened PLMR while 112 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

PLMR’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes PLMR more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in PLMR divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 342 tracked filers holding PLMR, 182 increased or opened the position and 165 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in PLMR between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 25

  • VANGUARD PORTFOLIO MANAGEMENT LLC$146M
  • VANGUARD CAPITAL MANAGEMENT LLC$143M
  • Hood River Capital Management LLC$51M
  • Empowered Funds, LLC$23M
  • VANGUARD FIDUCIARY TRUST CO$22M
  • NORGES BANK$16M

Full exits 18

  • VANGUARD GROUP INC$358M
  • Robeco Schweiz AG$4M
  • Trexquant Investment LP$4M
  • TUDOR INVESTMENT CORP ET AL$3M
  • Calamos Advisors LLC$2M
  • Aubrey Capital Management Ltd$2M

Largest adds

  • Freestone Grove Partners LP$24M
  • CITADEL ADVISORS LLC$21M
  • Qube Research & Technologies Ltd$13M
  • T. Rowe Price Investment Management, Inc.$9M
  • AMERICAN CENTURY COMPANIES INC$8M
  • UBS Group AG$7M

Largest trims

  • BlackRock, Inc.$260M
  • Invesco Ltd.$34M
  • BALYASNY ASSET MANAGEMENT L.P.$25M
  • AustralianSuper Pty Ltd$23M
  • Sumitomo Mitsui Trust Group, Inc.$20M
  • STATE STREET CORP$16M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
BlackRock, Inc. trimmed2,789,133$333M10.4%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new1,218,960$146M4.6%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new1,198,537$143M4.5%2026-Q1
STATE STREET CORP added1,062,288$127M4.0%2026-Q1
JANUS HENDERSON GROUP PLC added933,993$112M3.5%2026-Q1
WESTFIELD CAPITAL MANAGEMENT CO LP added854,116$102M3.2%2026-Q1
Sumitomo Mitsui Trust Group, Inc. trimmed716,335$86M2.7%2026-Q1
Stephens Investment Management Group LLC added714,914$85M2.7%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added683,014$82M2.6%2026-Q1
DIMENSIONAL FUND ADVISORS LP added653,026$78M2.4%2026-Q1
AMERICAN CENTURY COMPANIES INC added585,710$70M2.2%2026-Q1
Invesco Ltd. trimmed476,948$57M1.8%2026-Q1
Freestone Grove Partners LP added476,484$57M1.8%2026-Q1
Hood River Capital Management LLC added426,046$51M1.6%2026-Q1
Champlain Investment Partners, LLC trimmed326,948$39M1.2%2026-Q1
VOYA INVESTMENT MANAGEMENT LLC added320,450$38M1.2%2026-Q1
CITADEL ADVISORS LLC added312,732$37M1.2%2026-Q1
FEDERATED HERMES, INC. trimmed308,753$37M1.2%2026-Q1
GOLDMAN SACHS GROUP INC added301,523$36M1.1%2026-Q1
EMERALD ADVISERS, LLC trimmed298,359$36M1.1%2026-Q1
NORTHERN TRUST CORP added287,711$34M1.1%2026-Q1
Artemis Investment Management LLP added274,614$33M1.0%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ trimmed260,321$31M1.0%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed255,994$31M1.0%2026-Q1
VILLERE ST DENIS J & CO LLC trimmed246,543$29M0.9%2026-Q1
Qube Research & Technologies Ltd added240,387$29M0.9%2026-Q1
GENEVA CAPITAL MANAGEMENT LLC trimmed214,658$26M0.8%2026-Q1
MORGAN STANLEY trimmed209,251$25M0.8%2026-Q1
Empowered Funds, LLC new195,118$23M0.7%2026-Q1
DANSKE BANK A/S added193,781$23M0.7%2026-Q1
VANGUARD FIDUCIARY TRUST CO new184,151$22M0.7%2026-Q1
ATLAS CAPITAL ADVISORS INC.181,634$22M0.7%2026-Q1
Handelsbanken Fonder AB trimmed168,948$20M0.6%2026-Q1
EMERALD MUTUAL FUND ADVISERS TRUST added163,270$20M0.6%2026-Q1
BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed160,677$19M0.6%2026-Q1
Clark Capital Management Group, Inc. added157,274$19M0.6%2026-Q1
Point72 Asset Management, L.P. trimmed148,578$18M0.6%2026-Q1
Bank of New York Mellon Corp trimmed148,446$18M0.6%2026-Q1
BANK OF AMERICA CORP /DE/ added146,570$18M0.5%2026-Q1
Nuveen, LLC trimmed145,372$17M0.5%2026-Q1
BALYASNY ASSET MANAGEMENT L.P. trimmed141,838$17M0.5%2026-Q1
NORGES BANK trimmed115,755$16M0.5%2026-Q1
T. Rowe Price Investment Management, Inc. added132,345$16M0.5%2026-Q1
PRINCIPAL FINANCIAL GROUP INC trimmed129,573$15M0.5%2026-Q1
BESSEMER GROUP INC trimmed119,196$14M0.4%2026-Q1
BARCLAYS PLC trimmed115,631$14M0.4%2026-Q1
Woodline Partners LP trimmed104,218$12M0.4%2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added103,121$12M0.4%2026-Q1
BLAIR WILLIAM & CO/IL trimmed101,428$12M0.4%2026-Q1
Public Sector Pension Investment Board added94,830$11M0.4%2026-Q1
SEI INVESTMENTS CO added93,157$11M0.3%2026-Q1
STATE OF WISCONSIN INVESTMENT BOARD trimmed90,225$11M0.3%2026-Q1
RENAISSANCE GROUP LLC added89,462$11M0.3%2026-Q1
UBS Group AG added86,709$10M0.3%2026-Q1
FRED ALGER MANAGEMENT, LLC trimmed84,207$10M0.3%2026-Q1
AustralianSuper Pty Ltd trimmed79,418$9M0.3%2026-Q1
JPMORGAN CHASE & CO trimmed77,353$9M0.3%2026-Q1
PEREGRINE CAPITAL MANAGEMENT LLC trimmed71,826$9M0.3%2026-Q1
Waverly Advisors, LLC trimmed70,531$8M0.3%2026-Q1
RHUMBLINE ADVISERS added70,129$8M0.3%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added68,322$8M0.3%2026-Q1
OSTERWEIS CAPITAL MANAGEMENT INC added68,090$8M0.3%2026-Q1
KORNITZER CAPITAL MANAGEMENT INC /KS64,843$8M0.2%2026-Q1
MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed64,132$8M0.2%2026-Q1
VICTORY CAPITAL MANAGEMENT INC added63,108$8M0.2%2026-Q1
KING LUTHER CAPITAL MANAGEMENT CORP added62,383$7M0.2%2026-Q1
Legal & General Group Plc trimmed61,821$7M0.2%2026-Q1
AMERIPRISE FINANCIAL INC trimmed61,709$7M0.2%2026-Q1
ALLIANCEBERNSTEIN L.P. trimmed49,870$7M0.2%2026-Q1
Cerity Partners LLC added55,843$7M0.2%2026-Q1
FIRST TRUST ADVISORS LP added54,088$6M0.2%2026-Q1
Swiss National Bank trimmed52,500$6M0.2%2026-Q1
Emerald Investment Advisers, LLC new46,682$6M0.2%2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLC added46,551$6M0.2%2026-Q1
FJ Capital Management LLC added45,433$5M0.2%2026-Q1
PRUDENTIAL FINANCIAL INC trimmed40,121$5M0.2%2026-Q1
OAK RIDGE INVESTMENTS LLC trimmed38,923$5M0.1%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added38,040$5M0.1%2026-Q1
DEUTSCHE BANK AG\ added34,567$4M0.1%2026-Q1
Engineers Gate Manager LP added30,753$4M0.1%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added30,280$4M0.1%2026-Q1
VANGUARD GROUP INC added2,657,338$358M11.2%2025-Q4 stale
Driehaus Capital Management LLC trimmed474,922$73M2.3%2025-Q2 stale
AXA S.A. added242,633$37M1.2%2025-Q2 stale
AXA Investment Managers S.A. new234,541$27M0.9%2025-Q3 stale
JUPITER ASSET MANAGEMENT LTD95,638$15M0.5%2025-Q2 stale
Cubist Systematic Strategies, LLC added91,654$11M0.3%2025-Q3 stale
NBW CAPITAL LLC trimmed68,657$11M0.3%2025-Q2 stale
Allspring Global Investments Holdings, LLC trimmed61,790$9M0.3%2025-Q2 stale
Moody Aldrich Partners LLC trimmed53,211$8M0.3%2025-Q2 stale
Lisanti Capital Growth, LLC added57,870$8M0.2%2025-Q1 stale
Beacon Harbor Wealth Advisors, Inc. trimmed43,730$7M0.2%2025-Q2 stale
Philadelphia Financial Management of San Francisco, LLC trimmed55,885$7M0.2%2025-Q3 stale
Global IMC LLC trimmed35,080$5M0.2%2025-Q2 stale
Robeco Schweiz AG32,500$4M0.1%2025-Q4 stale
Y-Intercept (Hong Kong) Ltd added36,496$4M0.1%2025-Q3 stale
TWINBEECH CAPITAL LP trimmed34,077$4M0.1%2025-Q3 stale
Informed Momentum Co LLC trimmed24,768$4M0.1%2025-Q2 stale
Redwood Investments, LLC trimmed27,280$4M0.1%2025-Q1 stale
AXIOM INVESTORS LLC /DE trimmed30,657$4M0.1%2025-Q3 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership