Who owns Palomar Holdings (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-Q2 13F filings (latest filed 2026-09-22). 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
75 tracked funds added or opened PLMR while 70 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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, BlackRock, 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 2026-Q1 and 2026-Q2, across 317 tracked filers holding PLMR, 166 increased or opened the position and 178 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
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 2026-Q1 and 2026-Q2 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 10
- Jupiter Topco LLC$132M
- D. E. Shaw & Co., Inc.$8M
- ExodusPoint Capital Management, LP$3M
- Quadrature Capital Ltd$1M
- ALLSTATE CORP$1M
- Inspire Advisors, LLC$762K
Full exits 31
- JANUS HENDERSON GROUP PLC$112M
- Handelsbanken Fonder AB$20M
- BALYASNY ASSET MANAGEMENT L.P.$17M
- NORGES BANK$16M
- T. Rowe Price Investment Management, Inc.$16M
- BESSEMER GROUP INC$14M
Largest adds
- BlackRock, Inc.$223M
- Hood River Capital Management LLC$35M
- AMERICAN CENTURY COMPANIES INC$27M
- Freestone Grove Partners LP$22M
- Point72 Asset Management, L.P.$22M
- STATE STREET CORP$15M
Largest trims
- Invesco Ltd.$47M
- Qube Research & Technologies Ltd$19M
- WESTFIELD CAPITAL MANAGEMENT CO LP$18M
- GOLDMAN SACHS GROUP INC$16M
- Woodline Partners LP$11M
- FRED ALGER MANAGEMENT, LLC$9M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 4,401,832 | $556M | 19.1% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 1,234,699 | $156M | 5.4% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 1,192,254 | $151M | 5.2% | 2026-Q2 |
| STATE STREET CORP added | 1,122,717 | $142M | 4.9% | 2026-Q2 |
| Jupiter Topco LLC new | 1,045,459 | $132M | 4.5% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 767,319 | $97M | 3.3% | 2026-Q2 |
| Stephens Investment Management Group LLC added | 732,301 | $93M | 3.2% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 715,901 | $90M | 3.1% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 713,127 | $90M | 3.1% | 2026-Q2 |
| Hood River Capital Management LLC added | 682,283 | $86M | 3.0% | 2026-Q2 |
| WESTFIELD CAPITAL MANAGEMENT CO LP trimmed | 668,854 | $85M | 2.9% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 662,894 | $84M | 2.9% | 2026-Q2 |
| Freestone Grove Partners LP added | 622,335 | $79M | 2.7% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 391,299 | $49M | 1.7% | 2026-Q2 |
| Artemis Investment Management LLP added | 333,968 | $42M | 1.4% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC added | 325,715 | $41M | 1.4% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 311,367 | $39M | 1.3% | 2026-Q2 |
| NORTHERN TRUST CORP added | 306,783 | $39M | 1.3% | 2026-Q2 |
| FEDERATED HERMES, INC. trimmed | 302,615 | $38M | 1.3% | 2026-Q2 |
| Champlain Investment Partners, LLC trimmed | 272,480 | $34M | 1.2% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 260,015 | $33M | 1.1% | 2026-Q2 |
| EMERALD ADVISERS, LLC trimmed | 248,267 | $31M | 1.1% | 2026-Q2 |
| Bank of New York Mellon Corp added | 245,001 | $31M | 1.1% | 2026-Q2 |
| VILLERE ST DENIS J & CO LLC trimmed | 216,269 | $27M | 0.9% | 2026-Q2 |
| MORGAN STANLEY trimmed | 204,213 | $26M | 0.9% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 199,735 | $25M | 0.9% | 2026-Q2 |
| Empowered Funds, LLC added | 195,356 | $25M | 0.8% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 190,471 | $24M | 0.8% | 2026-Q2 |
| ATLAS CAPITAL ADVISORS INC. | 181,634 | $22M | 0.7% | 2026-Q2 |
| Clark Capital Management Group, Inc. added | 169,991 | $21M | 0.7% | 2026-Q2 |
| GENEVA CAPITAL MANAGEMENT LLC trimmed | 168,074 | $21M | 0.7% | 2026-Q2 |
| EMERALD MUTUAL FUND ADVISERS TRUST added | 163,622 | $21M | 0.7% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 159,522 | $20M | 0.7% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 158,091 | $20M | 0.7% | 2026-Q2 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed | 153,552 | $19M | 0.7% | 2026-Q2 |
| Nuveen, LLC added | 152,575 | $19M | 0.7% | 2026-Q2 |
| DANSKE BANK A/S trimmed | 137,878 | $17M | 0.6% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 129,567 | $16M | 0.6% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL added | 123,271 | $16M | 0.5% | 2026-Q2 |
| SEI INVESTMENTS CO added | 120,286 | $15M | 0.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 110,897 | $14M | 0.5% | 2026-Q2 |
| BARCLAYS PLC trimmed | 108,921 | $14M | 0.5% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 92,387 | $12M | 0.4% | 2026-Q2 |
| Public Sector Pension Investment Board trimmed | 91,054 | $12M | 0.4% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 82,636 | $10M | 0.4% | 2026-Q2 |
| Invesco Ltd. trimmed | 80,180 | $10M | 0.3% | 2026-Q2 |
| AustralianSuper Pty Ltd | 79,418 | $10M | 0.3% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 77,764 | $10M | 0.3% | 2026-Q2 |
| RENAISSANCE GROUP LLC trimmed | 74,735 | $9M | 0.3% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 71,782 | $9M | 0.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 70,623 | $9M | 0.3% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 70,545 | $9M | 0.3% | 2026-Q2 |
| Waverly Advisors, LLC trimmed | 68,424 | $9M | 0.3% | 2026-Q2 |
| PEREGRINE CAPITAL MANAGEMENT LLC trimmed | 68,357 | $9M | 0.3% | 2026-Q2 |
| UBS Group AG trimmed | 65,036 | $8M | 0.3% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 63,257 | $8M | 0.3% | 2026-Q2 |
| Legal & General Group Plc added | 61,942 | $8M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 61,704 | $8M | 0.3% | 2026-Q2 |
| KING LUTHER CAPITAL MANAGEMENT CORP trimmed | 60,763 | $8M | 0.3% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 59,321 | $7M | 0.2% | 2026-Q2 |
| Cerity Partners LLC added | 57,799 | $7M | 0.3% | 2026-Q2 |
| LOS ANGELES CAPITAL MANAGEMENT LLC added | 56,709 | $7M | 0.2% | 2026-Q2 |
| TEACHER RETIREMENT SYSTEM OF TEXAS added | 55,047 | $7M | 0.2% | 2026-Q2 |
| Swiss National Bank added | 53,600 | $7M | 0.2% | 2026-Q2 |
| Emerald Investment Advisers, LLC added | 48,821 | $6M | 0.2% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 48,512 | $6M | 0.2% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 46,710 | $6M | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 42,763 | $5M | 0.2% | 2026-Q2 |
| KORNITZER CAPITAL MANAGEMENT INC /KS trimmed | 41,618 | $5M | 0.2% | 2026-Q2 |
| OAK RIDGE INVESTMENTS LLC added | 39,753 | $5M | 0.2% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 36,073 | $5M | 0.2% | 2026-Q2 |
| Quantinno Capital Management LP added | 35,262 | $4M | 0.2% | 2026-Q2 |
| TRILLIUM ASSET MANAGEMENT, LLC added | 34,537 | $4M | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 33,650 | $4M | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 32,675 | $4M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 31,315 | $4M | 0.1% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC trimmed | 29,761 | $4M | 0.1% | 2026-Q2 |
| Engineers Gate Manager LP trimmed | 26,633 | $3M | 0.1% | 2026-Q2 |
| CONNORS INVESTOR SERVICES INC added | 26,276 | $3M | 0.1% | 2026-Q2 |
| Conestoga Capital Advisors, LLC added | 25,960 | $3M | 0.1% | 2026-Q2 |
| SCHOLTZ & COMPANY, LLC trimmed | 25,756 | $3M | 0.1% | 2026-Q2 |
| ExodusPoint Capital Management, LP added | 25,698 | $3M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 25,549 | $3M | 0.1% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 22,360 | $3M | 0.1% | 2026-Q2 |
| XTX Topco Ltd added | 21,900 | $3M | 0.1% | 2026-Q2 |
| OSSIAM | 20,200 | $3M | 0.1% | 2026-Q2 |
| Corient Private Wealth LP added | 19,342 | $2M | 0.1% | 2026-Q2 |
| Riverwater Partners LLC added | 19,194 | $2M | 0.1% | 2026-Q2 |
| LPL Financial LLC added | 19,078 | $2M | 0.1% | 2026-Q2 |
| EXCHANGE TRADED CONCEPTS, LLC added | 19,059 | $2M | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 16,968 | $2M | 0.1% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 16,871 | $2M | 0.1% | 2026-Q2 |
| Tidal Investments LLC added | 16,583 | $2M | 0.1% | 2026-Q2 |
| Moran Wealth Management, LLC trimmed | 16,473 | $2M | 0.1% | 2026-Q2 |
| Future Fund LLC added | 16,247 | $2M | 0.1% | 2026-Q2 |
| Creative Planning trimmed | 16,168 | $2M | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC added | 15,471 | $2M | 0.1% | 2026-Q2 |
| One Capital Management, LLC | 15,300 | $2M | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 15,258 | $2M | 0.1% | 2026-Q2 |
| MARTINGALE ASSET MANAGEMENT L P | 13,915 | $2M | 0.1% | 2026-Q2 |
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.