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PLMR — PALOMAR HLDGS INC

Reported value held$1.54B
Funds holding (latest)41
SectorFinancials
Funds holding (Q2 2026)30
Institutional value$1.02B · 8.30M sh
New / Add / Cut / Exit2 / 12 / 13 / 3
Top-5 / Top-10 concentration75.8% / 88.5%
Institutional holdings change Reducing -12.0% (-1.13M sh)
Institutional value change Down -6.6%

As of Q2 2026, 30 SEC-registered investment managers reported holding PLMR (PALOMAR HLDGS INC) in their latest 13F filings, with a combined reported value of $1.02B across 8.30M shares. That is -12.0% by share count (-1.13M shares) versus the previous quarter, while reported value moved -6.6%. Ownership is concentrated: the five largest holders account for 75.8% of reported value and the top ten for 88.5%.

Compared with the prior quarter, 2 opened new positions, 12 added to existing stakes, 13 trimmed, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

PLMR is classified in the Financials sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Q2 2026 — 30 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 4.40M $556.35M 0.01% Hold
Geode Capital Management history 715.90K $90.50M 0.01% Add
Citadel Advisors history 407.60K $51.52M 0.01% Add
Point72 Asset Management history 311.37K $39.35M 0.05% Add
Northern Trust Corp history 306.78K $38.77M 0.01% Add
Charles Schwab Investment Management history 260.01K $32.86M 0.00% Add
BNY Mellon history 245.00K $30.97M 0.01% Add
Morgan Stanley history 204.21K $25.81M 0.00% Reduce
Arrowstreet Capital history 159.52K $20.16M 0.01% Add
Goldman Sachs Group history 158.09K $19.98M 0.00% Reduce
Principal Global Investors history 129.57K $16.38M 0.01% Hold
Bank of America Corp history 110.90K $14.02M 0.00% Reduce
JPMorgan Chase & Co history 92.39K $11.82M 0.00% New
PSP Investments history 91.05K $11.51M 0.03% Reduce
Invesco Ltd history 80.18K $10.13M 0.00% Reduce
D. E. Shaw & Co history 74.76K $9.45M 0.01% New
UBS Group AG history 65.04K $8.22M 0.00% Reduce
Legal & General Investment Management America history 61.94K $7.83M 0.00% Hold
Deutsche Bank AG history 48.51K $6.13M 0.00% Add
Manulife Financial history 36.07K $4.56M 0.00% Reduce
AQR Capital Management history 33.65K $4.25M 0.00% Add
Wells Fargo & Co history 32.67K $4.13M 0.00% Add
Prudential Financial history 29.76K $3.76M 0.00% Reduce
Citigroup Inc history 16.97K $2.14M 0.00% Add
Two Sigma Investments history 9.55K $1.21M 0.00% Reduce
Amundi US history 5.57K $703.49K 0.00% Reduce
PNC Financial Services history 5.09K $642.95K 0.00% Reduce
Fidelity Management & Research (FMR) history 4.64K $587.08K 0.00% Reduce
Franklin Resources history 2.94K $371.97K 0.00% Add
T. Rowe Price Associates history 199.74K $25.25K 0.00% Reduce

Q1 2026 — 31 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 4.39M $524.02M 0.01% Hold
Janus Henderson Group history 933.99K $111.66M 0.06% Add
Geode Capital Management history 683.01K $81.64M 0.01% Add
Invesco Ltd history 499.29K $59.66M 0.01% Reduce
Citadel Advisors history 320.93K $38.35M 0.01% Add
Goldman Sachs Group history 301.52K $36.03M 0.00% Add
Northern Trust Corp history 287.71K $34.38M 0.01% Add
Charles Schwab Investment Management history 255.99K $30.59M 0.01% Reduce
Morgan Stanley history 209.25K $25.01M 0.00% Reduce
Point72 Asset Management history 148.58K $17.76M 0.02% Reduce
BNY Mellon history 148.45K $17.74M 0.00% Reduce
Bank of America Corp history 146.57K $17.52M 0.00% Add
Balyasny Asset Management history 141.84K $16.95M 0.02% Reduce
Principal Global Investors history 129.57K $15.48M 0.01% Reduce
Arrowstreet Capital history 103.12K $12.32M 0.01% Add
PSP Investments history 94.83K $11.33M 0.04% Add
UBS Group AG history 86.71K $10.36M 0.00% Add
Manulife Financial history 64.13K $7.66M 0.01% Reduce
Legal & General Investment Management America history 61.82K $7.39M 0.00% Reduce
Prudential Financial history 40.12K $4.79M 0.01% Reduce
Deutsche Bank AG history 34.57K $4.13M 0.00% Add
Millennium Management history 22.58K $2.70M 0.00% Reduce
AQR Capital Management history 21.14K $2.53M 0.00% Reduce
Wells Fargo & Co history 15.24K $1.82M 0.00% Reduce
Two Sigma Investments history 11.17K $1.34M 0.00% Add
Amundi US history 6.28K $750.82K 0.00% Add
Fidelity Management & Research (FMR) history 5.61K $670.32K 0.00% Reduce
Citigroup Inc history 5.31K $634.54K 0.00% Reduce
PNC Financial Services history 5.17K $617.22K 0.00% Reduce
Franklin Resources history 2.82K $336.63K 0.00% Reduce
T. Rowe Price Associates history 260.32K $31.11K 0.00% Reduce

Q4 2025 — 35 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 4.40M $593.40M 0.01% Add
Vanguard Group history 2.70M $363.62M 0.01% Add
Janus Henderson Group history 795.62K $107.24M 0.05% Add
Invesco Ltd history 677.94K $91.36M 0.01% Reduce
Geode Capital Management history 661.90K $89.21M 0.01% Hold
Balyasny Asset Management history 308.73K $41.60M 0.06% Add
Northern Trust Corp history 281.74K $37.97M 0.01% Add
Charles Schwab Investment Management history 260.94K $35.16M 0.01% Hold
Morgan Stanley history 259.48K $34.97M 0.00% Reduce
Goldman Sachs Group history 247.21K $33.31M 0.00% Add
Principal Global Investors history 207.70K $27.99M 0.01% Add
Point72 Asset Management history 202.22K $27.25M 0.03% Add
BNY Mellon history 178.67K $24.08M 0.00% Reduce
Bank of America Corp history 144.88K $19.52M 0.00% Reduce
Citadel Advisors history 131.39K $17.71M 0.00% Add
PSP Investments history 91.71K $12.36M 0.04% Reduce
JPMorgan Chase & Co history 86.81K $11.70M 0.00% Reduce
Arrowstreet Capital history 86.54K $11.66M 0.01% Add
Prudential Financial history 73.70K $9.93M 0.01% Add
Manulife Financial history 73.56K $9.91M 0.01% Reduce
Legal & General Investment Management America history 68.66K $9.25M 0.00% Reduce
Wells Fargo & Co history 36.28K $4.89M 0.00% Add
Deutsche Bank AG history 32.08K $4.32M 0.00% Reduce
UBS Group AG history 28.37K $3.82M 0.00% Reduce
AQR Capital Management history 28.03K $3.78M 0.00% Add
Millennium Management history 24.80K $3.34M 0.00% Reduce
Fidelity Management & Research (FMR) history 17.87K $2.41M 0.00% Add
Two Sigma Investments history 9.17K $1.24M 0.00% Reduce
Franklin Resources history 8.09K $1.09M 0.00% Reduce
Citigroup Inc history 7.58K $1.02M 0.00% Reduce
Bridgewater Associates history 5.66K $762.88K 0.00% Reduce
PNC Financial Services history 5.63K $758.57K 0.00% Add
Amundi US history 4.66K $627.71K 0.00% Add
D. E. Shaw & Co history 2.12K $285.02K 0.00% Reduce
T. Rowe Price Associates history 281.60K $37.95K 0.00% Hold

Q3 2025 — 35 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 4.30M $502.25M 0.01% Add
Vanguard Group history 2.63M $307.20M 0.01% Add
Invesco Ltd history 717.15K $83.73M 0.01% Reduce
Geode Capital Management history 659.61K $77.02M 0.01% Hold
Morgan Stanley history 283.77K $33.13M 0.00% Reduce
Northern Trust Corp history 273.99K $31.99M 0.00% Reduce
Charles Schwab Investment Management history 261.92K $30.58M 0.01% Hold
Goldman Sachs Group history 229.48K $26.79M 0.00% Reduce
Janus Henderson Group history 227.26K $26.54M 0.01% Reduce
BNY Mellon history 198.86K $23.22M 0.00% Reduce
Point72 Asset Management history 190.60K $22.25M 0.04% New
Principal Global Investors history 182.25K $21.28M 0.01% Add
Bank of America Corp history 154.44K $18.03M 0.00% Add
Millennium Management history 144.95K $16.92M 0.01% Add
PSP Investments history 104.45K $12.19M 0.04% Add
UBS Group AG history 98.33K $11.48M 0.00% Add
Citadel Advisors history 89.36K $10.43M 0.00% Add
JPMorgan Chase & Co history 88.84K $10.37M 0.00% Add
Balyasny Asset Management history 79.05K $9.23M 0.01% New
Manulife Financial history 74.39K $8.69M 0.01% Reduce
Legal & General Investment Management America history 71.76K $8.38M 0.00% Reduce
Deutsche Bank AG history 46.73K $5.46M 0.00% Add
D. E. Shaw & Co history 46.02K $5.37M 0.00% Add
Prudential Financial history 44.65K $5.21M 0.01% Reduce
Two Sigma Investments history 34.47K $4.02M 0.01% Add
Wells Fargo & Co history 31.09K $3.63M 0.00% Reduce
Bridgewater Associates history 30.33K $3.54M 0.01% Add
Arrowstreet Capital history 20.42K $2.38M 0.00% Reduce
AQR Capital Management history 17.36K $2.03M 0.00% Add
Franklin Resources history 11.29K $1.32M 0.00% Add
Citigroup Inc history 10.84K $1.27M 0.00% Reduce
PNC Financial Services history 5.18K $604.30K 0.00% Add
Amundi US history 4.62K $521.94K 0.00% Reduce
Fidelity Management & Research (FMR) history 2.54K $296.70K 0.00% Reduce
T. Rowe Price Associates history 280.88K $32.79K 0.00% Reduce

Q2 2025 — 35 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 4.09M $630.19M 0.01% Reduce
Vanguard Group history 2.55M $393.91M 0.01% Hold
Invesco Ltd history 798.36K $123.15M 0.02% Add
Geode Capital Management history 657.53K $101.44M 0.01% Add
Morgan Stanley history 323.48K $49.90M 0.00% Add
Northern Trust Corp history 278.85K $43.01M 0.01% Reduce
Charles Schwab Investment Management history 260.99K $40.26M 0.01% Add
Janus Henderson Group history 236.79K $36.51M 0.02% Add
Goldman Sachs Group history 233.08K $35.95M 0.01% Add
BNY Mellon history 203.15K $31.34M 0.01% Add
Principal Global Investors history 159.91K $24.67M 0.01% Add
Bank of America Corp history 152.77K $23.57M 0.00% Reduce
PSP Investments history 91.18K $14.06M 0.06% Add
JPMorgan Chase & Co history 79.01K $12.19M 0.00% Reduce
Manulife Financial history 74.87K $11.55M 0.01% Reduce
Legal & General Investment Management America history 74.70K $11.52M 0.00% Add
Arrowstreet Capital history 62.83K $9.69M 0.01% Add
Prudential Financial history 55.88K $8.62M 0.01% Add
Wells Fargo & Co history 39.58K $6.11M 0.00% Add
Deutsche Bank AG history 33.71K $5.20M 0.00% Reduce
Two Sigma Investments history 33.50K $5.17M 0.01% Add
UBS Group AG history 25.66K $3.96M 0.00% Reduce
Citigroup Inc history 25.06K $3.87M 0.00% Reduce
Norges Bank Investment Management history 22.28K $3.44M 0.00% Reduce
Citadel Advisors history 22.15K $3.42M 0.00% Reduce
Millennium Management history 21.60K $3.33M 0.00% Add
Amundi US history 22.37K $3.21M 0.00% Reduce
Bridgewater Associates history 20.01K $3.09M 0.01% Add
AQR Capital Management history 16.99K $2.62M 0.00% Reduce
Fidelity Management & Research (FMR) history 15.36K $2.37M 0.00% Add
Marshall Wace history 12.79K $1.97M 0.00% Reduce
D. E. Shaw & Co history 8.16K $1.26M 0.00% Reduce
Franklin Resources history 5.40K $832.95K 0.00% New
PNC Financial Services history 4.04K $623.32K 0.00% Reduce
T. Rowe Price Associates history 346.58K $53.46K 0.01% Reduce

Q1 2025 — 35 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 4.16M $570.67M 0.01% Reduce
Vanguard Group history 2.54M $348.67M 0.01% Reduce
Geode Capital Management history 643.73K $88.26M 0.01% Add
Northern Trust Corp history 290.28K $39.79M 0.01% Add
Morgan Stanley history 245.12K $33.60M 0.00% Reduce
Charles Schwab Investment Management history 241.49K $33.10M 0.01% Add
Invesco Ltd history 238.98K $32.76M 0.01% Add
Goldman Sachs Group history 195.00K $26.73M 0.00% Reduce
BNY Mellon history 193.15K $26.48M 0.01% Reduce
Point72 Asset Management history 160.98K $22.07M 0.05% Add
Bank of America Corp history 160.91K $22.06M 0.00% Add
Principal Global Investors history 151.24K $20.73M 0.01% Add
Janus Henderson Group history 141.62K $19.34M 0.01% Add
Manulife Financial history 94.13K $12.90M 0.01% Reduce
JPMorgan Chase & Co history 84.61K $11.60M 0.00% Reduce
PSP Investments history 84.17K $11.54M 0.05% Add
Legal & General Investment Management America history 72.38K $9.92M 0.00% Reduce
Balyasny Asset Management history 64.16K $8.80M 0.01% Reduce
Prudential Financial history 40.07K $5.49M 0.01% Reduce
Citigroup Inc history 39.43K $5.41M 0.00% Add
Citadel Advisors history 38.44K $5.27M 0.00% Add
Deutsche Bank AG history 36.20K $4.96M 0.00% Reduce
Amundi US history 34.19K $4.89M 0.00% Reduce
D. E. Shaw & Co history 35.20K $4.82M 0.01% Reduce
UBS Group AG history 32.28K $4.43M 0.00% Add
Wells Fargo & Co history 29.73K $4.08M 0.00% Reduce
AQR Capital Management history 24.76K $3.39M 0.00% Reduce
Millennium Management history 21.33K $2.92M 0.00% Hold
Marshall Wace history 14.96K $2.05M 0.00% Reduce
Arrowstreet Capital history 13.54K $1.86M 0.00% Reduce
Bridgewater Associates history 12.94K $1.77M 0.01% Add
Two Sigma Investments history 8.80K $1.21M 0.00% Reduce
PNC Financial Services history 5.37K $735.98K 0.00% Add
Fidelity Management & Research (FMR) history 2.23K $305.96K 0.00% Add
T. Rowe Price Associates history 425.64K $58.35K 0.01% Reduce

View all 41 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022Q4 2021Q3 2021
BlackRock Inc 4.40M 4.39M 4.40M 4.30M 4.09M 4.16M 4.31M 4.16M — — — — — — — — — — — —
Geode Capital Management 715.90K 683.01K 661.90K 659.61K 657.53K 643.73K 618.84K 600.09K 581.76K 557.24K 537.85K 511.75K 498.65K 487.30K 466.13K 450.27K 432.07K 445.50K 431.30K 408.64K
Citadel Advisors 407.60K 320.93K 131.39K 89.36K 22.15K 38.44K 27.54K 67.39K 55.65K 97.46K 36.77K 34.90K 60.59K 19.80K 64.89K 111.61K 164.22K 195.76K 74.35K 54.42K
Point72 Asset Management 311.37K 148.58K 202.22K 190.60K — 160.98K 143.19K 116.12K — 2.60K 27.10K 361.01K 114.47K 170.70K 355.58K — 307.48K 439.65K 245.94K —
Northern Trust Corp 306.78K 287.71K 281.74K 273.99K 278.85K 290.28K 278.24K 236.11K 233.18K 241.58K 244.69K 249.26K 247.55K 255.71K 253.55K 251.82K 249.52K 255.58K 267.52K 279.62K
Charles Schwab Investment Management 260.01K 255.99K 260.94K 261.92K 260.99K 241.49K 240.18K 230.55K 216.04K 208.74K 201.76K 195.86K 188.96K 188.26K 185.69K 182.98K 170.86K 176.88K 171.03K 168.93K
BNY Mellon 245.00K 148.45K 178.67K 198.86K 203.15K 193.15K 198.94K 201.08K 225.42K 238.87K 248.64K 262.00K 271.75K 290.48K 274.63K 272.14K 249.06K 262.30K 537.45K 660.42K
Morgan Stanley 204.21K 209.25K 259.48K 283.77K 323.48K 245.12K 260.58K 367.27K 297.45K 263.08K 293.58K 178.06K 184.30K 175.91K 174.08K 189.09K 162.59K 91.28K 101.32K 82.81K
Arrowstreet Capital 159.52K 103.12K 86.54K 20.42K 62.83K 13.54K 38.60K 60.48K 45.20K 58.48K — — — — — — — — — —
Goldman Sachs Group 158.09K 301.52K 247.21K 229.48K 233.08K 195.00K 198.85K 157.95K 183.19K 158.28K 129.69K 153.75K 202.07K 227.94K 164.23K 89.64K 133.71K 88.04K 20.82K 28.01K
Principal Global Investors 129.57K 129.57K 207.70K 182.25K 159.91K 151.24K 147.54K 139.66K 139.47K 141.88K 137.92K 138.73K 145.71K 163.85K 177.40K 156.53K 150.14K 163.83K 164.83K 169.46K
Bank of America Corp 110.90K 146.57K 144.88K 154.44K 152.77K 160.91K 119.21K 139.41K 138.82K 108.42K 99.42K 90.14K 76.98K 84.09K 80.39K 74.92K 80.83K 100.79K 109.92K 95.45K
JPMorgan Chase & Co 92.39K — 86.81K 88.84K 79.01K 84.61K 176.56K 128.16K 117.03K 109.41K 181.47K 320.44K 116.52K 19.98K 31.77K 29.38K 28.82K 11.68K 9.68K 14.78K
PSP Investments 91.05K 94.83K 91.71K 104.45K 91.18K 84.17K 65.94K 55.56K 54.87K 50.70K 51.32K 30.58K 44.12K 44.38K 45.91K 46.28K 44.28K 45.07K 49.18K 48.71K
Invesco Ltd 80.18K 499.29K 677.94K 717.15K 798.36K 238.98K 178.57K 143.44K 70.33K 69.29K 68.22K 70.79K 65.84K 61.22K 55.12K 76.39K 52.55K 49.11K 43.90K 44.17K
D. E. Shaw & Co 74.76K — 2.12K 46.02K 8.16K 35.20K 63.15K 89.45K 121.16K 131.33K 40.90K — — — — — — — — —
UBS Group AG 65.04K 86.71K 28.37K 98.33K 25.66K 32.28K 25.49K 16.80K 10.46K 22.77K 25.94K 8.21K 14.41K 7.60K 992 377 5 4.04K 12.07K 3.26K
Legal & General Investment Management America 61.94K 61.82K 68.66K 71.76K 74.70K 72.38K 73.84K 74.40K 71.70K 69.21K 69.12K 69.77K 71.90K 72.92K 71.20K 71.11K 69.36K 69.53K 70.22K 64.83K
Deutsche Bank AG 48.51K 34.57K 32.08K 46.73K 33.71K 36.20K 38.32K 14.97K 11.88K 13.79K 13.33K 13.58K 11.54K 17.70K 12.72K 11.00K 13.84K 15.63K 17.18K 16.43K
Manulife Financial 36.07K 64.13K 73.56K 74.39K 74.87K 94.13K 108.91K 75.22K 60.12K 59.70K 65.57K 60.14K 10.00K 9.81K 9.77K 9.79K 9.74K 10.21K 12.75K 12.88K

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