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Institutional Ownership · SEC Form 13F

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.

317
Institutional holders
24M
Shares held (tracked funds)
89.5%
Of shares outstanding

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.

FundSharesReported value% of valueQuarter
BlackRock, Inc. added4,401,832$556M19.1%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC added1,234,699$156M5.4%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC trimmed1,192,254$151M5.2%2026-Q2
STATE STREET CORP added1,122,717$142M4.9%2026-Q2
Jupiter Topco LLC new1,045,459$132M4.5%2026-Q2
AMERICAN CENTURY COMPANIES INC added767,319$97M3.3%2026-Q2
Stephens Investment Management Group LLC added732,301$93M3.2%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC added715,901$90M3.1%2026-Q2
Sumitomo Mitsui Trust Group, Inc. trimmed713,127$90M3.1%2026-Q2
Hood River Capital Management LLC added682,283$86M3.0%2026-Q2
WESTFIELD CAPITAL MANAGEMENT CO LP trimmed668,854$85M2.9%2026-Q2
DIMENSIONAL FUND ADVISORS LP added662,894$84M2.9%2026-Q2
Freestone Grove Partners LP added622,335$79M2.7%2026-Q2
CITADEL ADVISORS LLC added391,299$49M1.7%2026-Q2
Artemis Investment Management LLP added333,968$42M1.4%2026-Q2
VOYA INVESTMENT MANAGEMENT LLC added325,715$41M1.4%2026-Q2
Point72 Asset Management, L.P. added311,367$39M1.3%2026-Q2
NORTHERN TRUST CORP added306,783$39M1.3%2026-Q2
FEDERATED HERMES, INC. trimmed302,615$38M1.3%2026-Q2
Champlain Investment Partners, LLC trimmed272,480$34M1.2%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added260,015$33M1.1%2026-Q2
EMERALD ADVISERS, LLC trimmed248,267$31M1.1%2026-Q2
Bank of New York Mellon Corp added245,001$31M1.1%2026-Q2
VILLERE ST DENIS J & CO LLC trimmed216,269$27M0.9%2026-Q2
MORGAN STANLEY trimmed204,213$26M0.9%2026-Q2
PRICE T ROWE ASSOCIATES INC /MD/ trimmed199,735$25M0.9%2026-Q2
Empowered Funds, LLC added195,356$25M0.8%2026-Q2
VANGUARD FIDUCIARY TRUST CO added190,471$24M0.8%2026-Q2
ATLAS CAPITAL ADVISORS INC.181,634$22M0.7%2026-Q2
Clark Capital Management Group, Inc. added169,991$21M0.7%2026-Q2
GENEVA CAPITAL MANAGEMENT LLC trimmed168,074$21M0.7%2026-Q2
EMERALD MUTUAL FUND ADVISERS TRUST added163,622$21M0.7%2026-Q2
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added159,522$20M0.7%2026-Q2
GOLDMAN SACHS GROUP INC trimmed158,091$20M0.7%2026-Q2
BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed153,552$19M0.7%2026-Q2
Nuveen, LLC added152,575$19M0.7%2026-Q2
DANSKE BANK A/S trimmed137,878$17M0.6%2026-Q2
PRINCIPAL FINANCIAL GROUP INC trimmed129,567$16M0.6%2026-Q2
BLAIR WILLIAM & CO/IL added123,271$16M0.5%2026-Q2
SEI INVESTMENTS CO added120,286$15M0.5%2026-Q2
BANK OF AMERICA CORP /DE/ trimmed110,897$14M0.5%2026-Q2
BARCLAYS PLC trimmed108,921$14M0.5%2026-Q2
JPMORGAN CHASE & CO added92,387$12M0.4%2026-Q2
Public Sector Pension Investment Board trimmed91,054$12M0.4%2026-Q2
STATE OF WISCONSIN INVESTMENT BOARD trimmed82,636$10M0.4%2026-Q2
Invesco Ltd. trimmed80,180$10M0.3%2026-Q2
AustralianSuper Pty Ltd79,418$10M0.3%2026-Q2
Qube Research & Technologies Ltd trimmed77,764$10M0.3%2026-Q2
RENAISSANCE GROUP LLC trimmed74,735$9M0.3%2026-Q2
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added71,782$9M0.3%2026-Q2
ENVESTNET ASSET MANAGEMENT INC added70,623$9M0.3%2026-Q2
VICTORY CAPITAL MANAGEMENT INC added70,545$9M0.3%2026-Q2
Waverly Advisors, LLC trimmed68,424$9M0.3%2026-Q2
PEREGRINE CAPITAL MANAGEMENT LLC trimmed68,357$9M0.3%2026-Q2
UBS Group AG trimmed65,036$8M0.3%2026-Q2
D. E. Shaw & Co., Inc. added63,257$8M0.3%2026-Q2
Legal & General Group Plc added61,942$8M0.3%2026-Q2
RHUMBLINE ADVISERS trimmed61,704$8M0.3%2026-Q2
KING LUTHER CAPITAL MANAGEMENT CORP trimmed60,763$8M0.3%2026-Q2
ALLIANCEBERNSTEIN L.P. added59,321$7M0.2%2026-Q2
Cerity Partners LLC added57,799$7M0.3%2026-Q2
LOS ANGELES CAPITAL MANAGEMENT LLC added56,709$7M0.2%2026-Q2
TEACHER RETIREMENT SYSTEM OF TEXAS added55,047$7M0.2%2026-Q2
Swiss National Bank added53,600$7M0.2%2026-Q2
Emerald Investment Advisers, LLC added48,821$6M0.2%2026-Q2
DEUTSCHE BANK AG\ added48,512$6M0.2%2026-Q2
FIRST TRUST ADVISORS LP trimmed46,710$6M0.2%2026-Q2
AMERIPRISE FINANCIAL INC trimmed42,763$5M0.2%2026-Q2
KORNITZER CAPITAL MANAGEMENT INC /KS trimmed41,618$5M0.2%2026-Q2
OAK RIDGE INVESTMENTS LLC added39,753$5M0.2%2026-Q2
MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed36,073$5M0.2%2026-Q2
Quantinno Capital Management LP added35,262$4M0.2%2026-Q2
TRILLIUM ASSET MANAGEMENT, LLC added34,537$4M0.1%2026-Q2
AQR CAPITAL MANAGEMENT LLC added33,650$4M0.1%2026-Q2
WELLS FARGO & COMPANY/MN added32,675$4M0.1%2026-Q2
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added31,315$4M0.1%2026-Q2
PRUDENTIAL FINANCIAL INC trimmed29,761$4M0.1%2026-Q2
Engineers Gate Manager LP trimmed26,633$3M0.1%2026-Q2
CONNORS INVESTOR SERVICES INC added26,276$3M0.1%2026-Q2
Conestoga Capital Advisors, LLC added25,960$3M0.1%2026-Q2
SCHOLTZ & COMPANY, LLC trimmed25,756$3M0.1%2026-Q2
ExodusPoint Capital Management, LP added25,698$3M0.1%2026-Q2
VANGUARD ASSET MANAGEMENT, Ltd added25,549$3M0.1%2026-Q2
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed22,360$3M0.1%2026-Q2
XTX Topco Ltd added21,900$3M0.1%2026-Q2
OSSIAM20,200$3M0.1%2026-Q2
Corient Private Wealth LP added19,342$2M0.1%2026-Q2
Riverwater Partners LLC added19,194$2M0.1%2026-Q2
LPL Financial LLC added19,078$2M0.1%2026-Q2
EXCHANGE TRADED CONCEPTS, LLC added19,059$2M0.1%2026-Q2
CITIGROUP INC added16,968$2M0.1%2026-Q2
Universal- Beteiligungs- und Servicegesellschaft mbH added16,871$2M0.1%2026-Q2
Tidal Investments LLC added16,583$2M0.1%2026-Q2
Moran Wealth Management, LLC trimmed16,473$2M0.1%2026-Q2
Future Fund LLC added16,247$2M0.1%2026-Q2
Creative Planning trimmed16,168$2M0.1%2026-Q2
MetLife Investment Management, LLC added15,471$2M0.1%2026-Q2
One Capital Management, LLC15,300$2M0.1%2026-Q2
STIFEL FINANCIAL CORP trimmed15,258$2M0.1%2026-Q2
MARTINGALE ASSET MANAGEMENT L P13,915$2M0.1%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.

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