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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 2,789,133 | $333M | 10.4% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 1,218,960 | $146M | 4.6% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 1,198,537 | $143M | 4.5% | 2026-Q1 |
| STATE STREET CORP added | 1,062,288 | $127M | 4.0% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC added | 933,993 | $112M | 3.5% | 2026-Q1 |
| WESTFIELD CAPITAL MANAGEMENT CO LP added | 854,116 | $102M | 3.2% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 716,335 | $86M | 2.7% | 2026-Q1 |
| Stephens Investment Management Group LLC added | 714,914 | $85M | 2.7% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 683,014 | $82M | 2.6% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 653,026 | $78M | 2.4% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 585,710 | $70M | 2.2% | 2026-Q1 |
| Invesco Ltd. trimmed | 476,948 | $57M | 1.8% | 2026-Q1 |
| Freestone Grove Partners LP added | 476,484 | $57M | 1.8% | 2026-Q1 |
| Hood River Capital Management LLC added | 426,046 | $51M | 1.6% | 2026-Q1 |
| Champlain Investment Partners, LLC trimmed | 326,948 | $39M | 1.2% | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC added | 320,450 | $38M | 1.2% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 312,732 | $37M | 1.2% | 2026-Q1 |
| FEDERATED HERMES, INC. trimmed | 308,753 | $37M | 1.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 301,523 | $36M | 1.1% | 2026-Q1 |
| EMERALD ADVISERS, LLC trimmed | 298,359 | $36M | 1.1% | 2026-Q1 |
| NORTHERN TRUST CORP added | 287,711 | $34M | 1.1% | 2026-Q1 |
| Artemis Investment Management LLP added | 274,614 | $33M | 1.0% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 260,321 | $31M | 1.0% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 255,994 | $31M | 1.0% | 2026-Q1 |
| VILLERE ST DENIS J & CO LLC trimmed | 246,543 | $29M | 0.9% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 240,387 | $29M | 0.9% | 2026-Q1 |
| GENEVA CAPITAL MANAGEMENT LLC trimmed | 214,658 | $26M | 0.8% | 2026-Q1 |
| MORGAN STANLEY trimmed | 209,251 | $25M | 0.8% | 2026-Q1 |
| Empowered Funds, LLC new | 195,118 | $23M | 0.7% | 2026-Q1 |
| DANSKE BANK A/S added | 193,781 | $23M | 0.7% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 184,151 | $22M | 0.7% | 2026-Q1 |
| ATLAS CAPITAL ADVISORS INC. | 181,634 | $22M | 0.7% | 2026-Q1 |
| Handelsbanken Fonder AB trimmed | 168,948 | $20M | 0.6% | 2026-Q1 |
| EMERALD MUTUAL FUND ADVISERS TRUST added | 163,270 | $20M | 0.6% | 2026-Q1 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed | 160,677 | $19M | 0.6% | 2026-Q1 |
| Clark Capital Management Group, Inc. added | 157,274 | $19M | 0.6% | 2026-Q1 |
| Point72 Asset Management, L.P. trimmed | 148,578 | $18M | 0.6% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 148,446 | $18M | 0.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 146,570 | $18M | 0.5% | 2026-Q1 |
| Nuveen, LLC trimmed | 145,372 | $17M | 0.5% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 141,838 | $17M | 0.5% | 2026-Q1 |
| NORGES BANK trimmed | 115,755 | $16M | 0.5% | 2026-Q1 |
| T. Rowe Price Investment Management, Inc. added | 132,345 | $16M | 0.5% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 129,573 | $15M | 0.5% | 2026-Q1 |
| BESSEMER GROUP INC trimmed | 119,196 | $14M | 0.4% | 2026-Q1 |
| BARCLAYS PLC trimmed | 115,631 | $14M | 0.4% | 2026-Q1 |
| Woodline Partners LP trimmed | 104,218 | $12M | 0.4% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 103,121 | $12M | 0.4% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL trimmed | 101,428 | $12M | 0.4% | 2026-Q1 |
| Public Sector Pension Investment Board added | 94,830 | $11M | 0.4% | 2026-Q1 |
| SEI INVESTMENTS CO added | 93,157 | $11M | 0.3% | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 90,225 | $11M | 0.3% | 2026-Q1 |
| RENAISSANCE GROUP LLC added | 89,462 | $11M | 0.3% | 2026-Q1 |
| UBS Group AG added | 86,709 | $10M | 0.3% | 2026-Q1 |
| FRED ALGER MANAGEMENT, LLC trimmed | 84,207 | $10M | 0.3% | 2026-Q1 |
| AustralianSuper Pty Ltd trimmed | 79,418 | $9M | 0.3% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 77,353 | $9M | 0.3% | 2026-Q1 |
| PEREGRINE CAPITAL MANAGEMENT LLC trimmed | 71,826 | $9M | 0.3% | 2026-Q1 |
| Waverly Advisors, LLC trimmed | 70,531 | $8M | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 70,129 | $8M | 0.3% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 68,322 | $8M | 0.3% | 2026-Q1 |
| OSTERWEIS CAPITAL MANAGEMENT INC added | 68,090 | $8M | 0.3% | 2026-Q1 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 64,843 | $8M | 0.2% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 64,132 | $8M | 0.2% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 63,108 | $8M | 0.2% | 2026-Q1 |
| KING LUTHER CAPITAL MANAGEMENT CORP added | 62,383 | $7M | 0.2% | 2026-Q1 |
| Legal & General Group Plc trimmed | 61,821 | $7M | 0.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 61,709 | $7M | 0.2% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 49,870 | $7M | 0.2% | 2026-Q1 |
| Cerity Partners LLC added | 55,843 | $7M | 0.2% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 54,088 | $6M | 0.2% | 2026-Q1 |
| Swiss National Bank trimmed | 52,500 | $6M | 0.2% | 2026-Q1 |
| Emerald Investment Advisers, LLC new | 46,682 | $6M | 0.2% | 2026-Q1 |
| LOS ANGELES CAPITAL MANAGEMENT LLC added | 46,551 | $6M | 0.2% | 2026-Q1 |
| FJ Capital Management LLC added | 45,433 | $5M | 0.2% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC trimmed | 40,121 | $5M | 0.2% | 2026-Q1 |
| OAK RIDGE INVESTMENTS LLC trimmed | 38,923 | $5M | 0.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 38,040 | $5M | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 34,567 | $4M | 0.1% | 2026-Q1 |
| Engineers Gate Manager LP added | 30,753 | $4M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 30,280 | $4M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC added | 2,657,338 | $358M | 11.2% | 2025-Q4 stale |
| Driehaus Capital Management LLC trimmed | 474,922 | $73M | 2.3% | 2025-Q2 stale |
| AXA S.A. added | 242,633 | $37M | 1.2% | 2025-Q2 stale |
| AXA Investment Managers S.A. new | 234,541 | $27M | 0.9% | 2025-Q3 stale |
| JUPITER ASSET MANAGEMENT LTD | 95,638 | $15M | 0.5% | 2025-Q2 stale |
| Cubist Systematic Strategies, LLC added | 91,654 | $11M | 0.3% | 2025-Q3 stale |
| NBW CAPITAL LLC trimmed | 68,657 | $11M | 0.3% | 2025-Q2 stale |
| Allspring Global Investments Holdings, LLC trimmed | 61,790 | $9M | 0.3% | 2025-Q2 stale |
| Moody Aldrich Partners LLC trimmed | 53,211 | $8M | 0.3% | 2025-Q2 stale |
| Lisanti Capital Growth, LLC added | 57,870 | $8M | 0.2% | 2025-Q1 stale |
| Beacon Harbor Wealth Advisors, Inc. trimmed | 43,730 | $7M | 0.2% | 2025-Q2 stale |
| Philadelphia Financial Management of San Francisco, LLC trimmed | 55,885 | $7M | 0.2% | 2025-Q3 stale |
| Global IMC LLC trimmed | 35,080 | $5M | 0.2% | 2025-Q2 stale |
| Robeco Schweiz AG | 32,500 | $4M | 0.1% | 2025-Q4 stale |
| Y-Intercept (Hong Kong) Ltd added | 36,496 | $4M | 0.1% | 2025-Q3 stale |
| TWINBEECH CAPITAL LP trimmed | 34,077 | $4M | 0.1% | 2025-Q3 stale |
| Informed Momentum Co LLC trimmed | 24,768 | $4M | 0.1% | 2025-Q2 stale |
| Redwood Investments, LLC trimmed | 27,280 | $4M | 0.1% | 2025-Q1 stale |
| AXIOM INVESTORS LLC /DE trimmed | 30,657 | $4M | 0.1% | 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.
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.