Palomar Holdings Inc (PLMR) Ownership

108.39 ↑1.23 (1.15%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Palomar Holdings Inc (PLMR), owning a total of 3.9 million shares. Combined, the top 39 institutional holders of PLMR own 91.22% of the company with a total of 23.8 million shares.

In the latest ownership report on September 30th 2024, the top 39 institutional holders decreased their combined ownership of PLMR by 81 thousand shares. 3 institutions bought 53,422 total additional shares and increased their ownership by an average of 5.05%. However 3 institutions sold 134,897 total shares and decreased their ownership by an average of 5.01%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Palomar Holdings decreased by a net total of -81,475 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Stephens Inv Mgmt Group LLC	3.301%	-12.538%	873,644	-125,236	2024-09-30
Emerald Advisers, LLC	1.700%	1.949%	449,973	8,601	2024-09-30
Villere St Denis J & Co Llc	1.580%	-0.717%	418,068	-3,018	2024-09-30
Artemis Investment Management LLP	1.448%	12.906%	383,276	43,812	2024-09-30
Emerald Mutual Fund Advisers Trust	1.393%	-1.770%	368,777	-6,643	2024-09-30
Geneva Capital Management	1.288%	0.297%	340,763	1,009	2024-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	14.921%	-0.565%	3,948,881	-22,433	2024-06-30
Vanguard Group Inc	8.947%	-1.483%	2,367,876	-35,644	2024-06-30
Champlain Investment Partners, LLC	5.038%	-0.559%	1,333,305	-7,490	2024-06-30
State Street Corp	4.026%	8.121%	1,065,551	80,029	2024-06-30
State Street Corporation	3.760%	3.608%	985,522	34,315	2024-03-31
Stephens Inv Mgmt Group LLC	3.301%	-12.538%	873,644	-125,236	2024-09-30
Nordea Investment Mgmt Bank Demark A/s	3.492%	-23.793%	868,323	-271,101	2023-12-31
Sumitomo Mitsui Trust Holdings Inc	3.248%	-8.188%	851,341	-75,929	2024-06-30
Sumitomo Mitsui Trust Group Inc	3.217%	-8.188%	851,341	-75,929	2024-06-30
AllianceBernstein L.P.	3.168%	2,612.480%	799,369	769,899	2022-09-30
Morgan Stanley - Brokerage Accounts	2.248%	13.065%	594,908	68,744	2024-06-30
Geode Capital Management, LLC	2.198%	4.399%	581,757	24,515	2024-06-30
Dimensional Fund Advisors, Inc.	1.923%	15.027%	508,870	66,478	2024-06-30
Emerald Advisers, LLC	1.700%	1.949%	449,973	8,601	2024-09-30
American Century Companies Inc	1.686%	-11.335%	446,267	-57,053	2024-06-30
Villere St Denis J & Co Llc	1.580%	-0.717%	418,068	-3,018	2024-09-30
Artemis Investment Management LLP	1.448%	12.906%	383,276	43,812	2024-09-30
Emerald Mutual Fund Advisers Trust	1.393%	-1.770%	368,777	-6,643	2024-09-30
Atlas Capital Advisors	1.477%	0.000%	366,284	0	2023-03-31
Macquarie Group Ltd	1.367%	791.235%	361,770	321,178	2024-06-30
Point72 Asset Management, L.P.	1.452%	215.376%	361,011	246,541	2023-09-30
Geneva Capital Management	1.288%	0.297%	340,763	1,009	2024-09-30
JPMorgan Chase & Co	1.285%	175.009%	320,435	203,917	2023-09-30
T. Rowe Price Associates, Inc.	1.204%	49.930%	318,733	106,145	2024-06-30
Westfield Capital Management Company, LP	1.197%	-27.561%	316,856	-120,556	2024-06-30
T. Rowe Price Investment Management,Inc.	1.269%	-74.301%	313,909	-907,588	2023-06-30
Driehaus Capital Management LLC	1.134%	17.101%	300,213	43,841	2024-06-30
Fred Alger Management, LLC	1.118%	22.465%	295,916	54,283	2024-06-30
ING Investment Management LLC	1.119%	0.563%	279,078	1,561	2023-09-30
Kornitzer Capital Management Inc	1.104%	0.027%	278,663	75	2022-06-30
Federated Hermes Inc	1.093%	-12.359%	275,707	-38,879	2022-06-30
AXA SA	1.022%	17.295%	267,876	39,498	2024-06-30
State Of Wisconsin Investment Board	1.043%	3.629%	263,010	9,210	2022-06-30
Goldman Sachs Group Inc	1.041%	68.695%	259,370	105,619	2023-12-31
Redwood Investments, LLC	0.988%	1.110%	244,537	2,684	2023-06-30
Northern Trust Corp	0.969%	-1.271%	241,580	-3,111	2024-03-31
Bank of New York Mellon Corp	0.958%	-3.930%	238,869	-9,771	2024-03-31
Handelsbanken Fonder AB	0.909%	50.816%	238,267	80,282	2024-06-30
Blair William & Co	0.891%	1.690%	222,674	3,700	2022-09-30

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of Palomar Holdings Inc (PLMR), owning a total of 1.7 million shares. Combined, the top 42 mutual fund holders of PLMR own 64.16% of the company with a total of 16.5 million shares.

In the latest ownership report on October 31st 2024, the top 42 fund holders increased their combined ownership of PLMR by 13 thousand shares. 3 funds bought 14,238 total additional shares and increased their ownership by an average of 2.08%. However 1 funds sold 1,428 total shares and decreased their ownership by an average of 0.22%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Palomar Holdings increased by a net total of 12,810 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	6.310%	0.094%	1,670,085	1,572	2024-10-31
iShares Russell 2000 ETF	2.401%	-0.224%	635,351	-1,428	2024-10-31
iShares S&P Small-Cap 600 Growth ETF	0.959%	0.000%	253,830	0	2024-10-31
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.873%	0.768%	230,951	1,760	2024-10-31
iShares Russell 2000 Growth ETF	0.821%	0.000%	217,318	0	2024-10-31
Bridge Builder Small/Mid Cap Growth	0.806%	5.390%	213,261	10,906	2024-10-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	6.310%	0.094%	1,670,085	1,572	2024-10-31
Champlain Small Company Fund, LLC	3.197%	-1.534%	845,976	-13,180	2024-09-30
Vanguard Total Stock Mkt Idx Inv	2.982%	0.099%	789,154	780	2024-09-30
T. Rowe Price Small-Cap Value	3.068%	0.355%	762,686	2,700	2023-03-31
Vanguard Instl Ttl Stck Mkt Idx Tr	2.953%	-0.119%	730,244	-871	2023-03-31
Nordea 1 - Global Climate & Envir BI EUR	2.735%	-2.436%	680,205	-16,980	2024-01-31
iShares Russell 2000 ETF	2.401%	-0.224%	635,351	-1,428	2024-10-31
Vanguard Explorer Inv	2.376%	-3.334%	628,868	-21,688	2024-09-30
Stephens SMID Select Growth	2.294%	-8.167%	606,991	-53,982	2024-09-30
Champlain Small Company Adv	2.040%	-0.917%	540,000	-5,000	2024-06-30
AB Small Cap Growth A	1.890%	-2.608%	476,800	-12,770	2022-11-30
Vanguard Institutional Extnd Mkt Idx Tr	1.443%	1.356%	381,905	5,109	2024-09-30
T. Rowe Price Integrated US SmCapGrEq	1.426%	0.000%	356,280	356,280	2024-03-31
T. Rowe Price QM US Small-Cap Gr Eq	1.426%	0.000%	356,280	0	2023-03-31
TRP Integrated US Small-Cap Gr Eq	1.440%	0.000%	356,280	0	2023-06-30
Vanguard Extended Market Index Investor	1.417%	-0.019%	350,684	-67	2023-08-31
T. Rowe Price U.S. SC Value Eq Tr-Z	1.326%	6.038%	329,724	18,775	2023-03-31
Old Westbury Small & Mid Cap Strategies	1.209%	0.000%	320,000	0	2024-07-31
Vanguard Small Cap Index	1.178%	-0.985%	311,797	-3,102	2024-09-30
American Century U.S. Small Cap Gr SMA	1.231%	0.000%	304,528	304,528	2023-06-30
American Century U.S. Small Cap Growth	1.042%	31.465%	275,694	65,985	2024-09-30
American Century Small Cap Growth Inv	1.042%	31.465%	275,694	65,985	2024-09-30
Stephens Small Cap Growth	1.007%	-21.085%	266,436	-71,186	2024-09-30
Artemis US Smaller Companies I Acc GBP	1.002%	4.831%	265,091	12,216	2024-07-31
iShares S&P Small-Cap 600 Growth ETF	0.959%	0.000%	253,830	0	2024-10-31
Fidelity Small Cap Index	0.948%	-2.637%	250,906	-6,796	2024-08-31
Principal SmallCap Growth I Instl	0.958%	7.513%	241,664	16,887	2022-11-30
Fidelity® Small Cap Index	0.958%	2.866%	236,843	6,598	2023-10-31
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.873%	0.768%	230,951	1,760	2024-10-31
Handelsbanken Amerika Små Tema (A10 EUR)	0.878%	2.222%	230,000	5,000	2024-09-30
Handelsbanken Amerika Småbl Tema A10 EUR	0.921%	0.000%	230,000	0	2024-06-30
Delaware Ivy Small Cap Growth C	0.851%	0.000%	225,281	0	2024-09-30
SPDR® Portfolio S&P 600 Sm Cap ETF	0.880%	-0.143%	219,335	-315	2024-05-30
Harbor Small Cap Growth Instl	0.883%	3.523%	218,356	7,430	2023-10-31
iShares Russell 2000 Growth ETF	0.821%	0.000%	217,318	0	2024-10-31
Bridge Builder Small/Mid Cap Growth	0.806%	5.390%	213,261	10,906	2024-10-31
Vanguard Tax-Managed Small Cap Adm	0.856%	0.000%	211,820	0	2023-08-31
Westfield Capital Mgt Co Sm-Cap Gr Eq	0.853%	28.422%	210,926	46,682	2023-09-30
Nikko AM Global Equity A USD Acc	0.839%	23.634%	209,136	39,978	2024-05-31
Buffalo Small Cap	0.821%	0.000%	204,603	0	2024-03-31
Kornitzer Small Cap Equity	0.821%	0.000%	204,603	0	2024-03-31
Emerald Growth A	0.804%	0.000%	200,469	0	2024-04-30