Filing Research | PLMR - PALOMAR HLDGS INC Institutional Holdings

Snapshot holdings

50 / 64 loaded

#		Instrument	quantity
1	Artemis Investment Management LLP	Shares	334.0KSH	$42.2M
2	PEREGRINE CAPITAL MANAGEMENT LLC	Shares	68.4KSH	$8.6M
3	OAK RIDGE INVESTMENTS LLC	Shares	39.8KSH	$5.0M
4	Conestoga Capital Advisors, LLC	Shares	26.0KSH	$3.3M
5	EXCHANGE TRADED CONCEPTS, LLC	Shares	19.1KSH	$2.4M
6	Louisiana State Employees Retirement System	Shares	11.6KSH	$1.5M
7	PVG ASSET MANAGEMENT CORP	Shares	10.1KSH	$1.3M
8	Diversified Trust Co	Shares	8.3KSH	$1.1M
9	Police & Firemen's Retirement System of New Jersey	Shares	7.8KSH	$991.1K
10	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	7.1KSH	$896.7K
11	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	6.3KSH	$794.4K
12	Y-Intercept (Hong Kong) Ltd	Shares	5.5KSH	$698.8K
13	Essential Investment Partners LLC	Shares	5.0KSH	$635.7K
14	SHEETS SMITH WEALTH MANAGEMENT	Shares	4.3KSH	$546.9K
15	Catalyst Capital Advisors LLC	Shares	4.1KSH	$517.6K
16	BENJAMIN EDWARDS INC	Shares	2.5KSH	$309.8K
17	Abel Hall, LLC	Shares	2.3KSH	$292.5K
18	FULCRUM WEALTH ADVISORS, LLC	Shares	2.1KSH	$270.2K
19	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	2.0KSH	$253.9K
20	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	1.9KSH	$253.2K
21	Robeco Institutional Asset Management B.V.	Shares	2.0KSH	$253.0K
22	Significant Wealth Partners LLC	Shares	1.8KSH	$230.7K
23	HARBOR INVESTMENT ADVISORY, LLC	Shares	1.8KSH	$229.7K
24	Crossmark Global Holdings, Inc.	Shares	1.8KSH	$224.6K
25	Sequoia Financial Advisors, LLC	Shares	1.7KSH	$220.9K
26	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	1.4KSH	$179.9K
27	Avanza Fonder AB	Shares	1.3KSH	$163.9K
28	GAMMA Investing LLC	Shares	759SH	$95.9K
29	IFP Advisors, Inc	Shares	678SH	$85.7K
30	SIGNATUREFD, LLC	Shares	532SH	$67.2K
31	Farther Finance Advisors, LLC	Shares	354SH	$44.7K
32	SBI Securities Co., Ltd.	Shares	167SH	$21.1K
33	ATWOOD & PALMER INC	Shares	150SH	$19.0K
34	Handelsbanken Fonder AB	Shares	148.6KSH	$18.8K
35	Versant Capital Management, Inc	Shares	103SH	$13.0K
36	Blue Trust, Inc.	Shares	68SH	$8.6K
37	MassMutual Private Wealth & Trust, FSB	Shares	62SH	$7.8K
38	EverSource Wealth Advisors, LLC	Shares	45SH	$5.7K
39	SJS Investment Consulting Inc.	Shares	42SH	$5.3K
40	LRI Investments, LLC	Shares	33SH	$4.2K
41	JFS WEALTH ADVISORS, LLC	Shares	24SH	$3.0K
42	HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC	Shares	23.8KSH	$3.0K
43	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	21.7KSH	$2.7K
44	Bogart Wealth, LLC	Shares	20SH	$2.5K
45	Physician Wealth Advisors, Inc.	Shares	20SH	$2.5K
46	Valued Wealth Advisors LLC	Shares	16SH	$2.0K
47	State of Alaska, Department of Revenue	Shares	15.2KSH	$1.9K
48	FARMERS & MERCHANTS INVESTMENTS INC	Shares	15SH	$1.9K
49	Golden State Wealth Management, LLC	Shares	13SH	$1.6K
50	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	9SH	$1.2K

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Manager changes2026-06-30 vs 2026-03-31

50 / 73 loaded

#		Instrument
1	Artemis Investment Management LLP added	Shares	+59.4K	+$9.4M	$42.2M
2	Conestoga Capital Advisors, LLC added	Shares	+5.3K	+$815.2K	$3.3M
3	Y-Intercept (Hong Kong) Ltd new	Shares	+5.5K	+$698.8K	$698.8K
4	Essential Investment Partners LLC new	Shares	+5.0K	+$635.7K	$635.7K
5	OAK RIDGE INVESTMENTS LLC added	Shares	+830	+$373.1K	$5.0M
6	BENJAMIN EDWARDS INC new	Shares	+2.5K	+$309.8K	$309.8K
7	Abel Hall, LLC new	Shares	+2.3K	+$292.5K	$292.5K
8	FULCRUM WEALTH ADVISORS, LLC new	Shares	+2.1K	+$270.2K	$270.2K
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+1.9K	+$253.2K	$253.2K
10	Sequoia Financial Advisors, LLC new	Shares	+1.7K	+$220.9K	$220.9K
11	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+428	+$182.5K	$2.4M
12	BARTLETT & CO. WEALTH MANAGEMENT LLC new	Shares	+1.4K	+$179.9K	$179.9K
13	Police & Firemen's Retirement System of New Jersey added	Shares	+853	+$156.0K	$991.1K
14	PVG ASSET MANAGEMENT CORP unchanged	Shares	0	+$135.8K	$1.3M
15	PEREGRINE CAPITAL MANAGEMENT LLC trimmed	Shares	-3.5K	+$56.4K	$8.6M
16	Louisiana State Employees Retirement System trimmed	Shares	-200	+$56.0K	$1.5M
17	YOUSIF CAPITAL MANAGEMENT, LLC added	Shares	+28	+$52.2K	$896.7K
18	SHEETS SMITH WEALTH MANAGEMENT unchanged	Shares	0	+$29.8K	$546.9K
19	Avanza Fonder AB added	Shares	+100	+$20.9K	$163.9K
20	Significant Wealth Partners LLC added	Shares	+68	+$20.7K	$230.7K
21	Robeco Institutional Asset Management B.V. unchanged	Shares	0	+$13.8K	$253.0K
22	HARBOR INVESTMENT ADVISORY, LLC unchanged	Shares	0	+$12.5K	$229.7K
23	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-269	+$11.2K	$794.4K
24	SIGNATUREFD, LLC added	Shares	+33	+$7.6K	$67.2K
25	EVERGREEN CAPITAL MANAGEMENT LLC trimmed	Shares	-56	+$7.2K	$253.9K
26	Crossmark Global Holdings, Inc. trimmed	Shares	-54	+$5.8K	$224.6K
27	Versant Capital Management, Inc added	Shares	+36	+$5.0K	$13.0K
28	SJS Investment Consulting Inc. added	Shares	+35	+$4.5K	$5.3K
29	Valued Wealth Advisors LLC new	Shares	+16	+$2.0K	$2.0K
30	Physician Wealth Advisors, Inc. added	Shares	+13	+$1.7K	$2.5K
31	ATWOOD & PALMER INC unchanged	Shares	0	+$1.0K	$19.0K
32	JFS WEALTH ADVISORS, LLC added	Shares	+4	+$644	$3.0K
33	MassMutual Private Wealth & Trust, FSB added	Shares	+1	+$546	$7.8K
34	True Wealth Design, LLC added	Shares	+4	+$526	$885
35	Creative Capital Management Investments LLC new	Shares	+4	+$506	$506
36	Blue Trust, Inc. unchanged	Shares	0	+$469	$8.6K
37	HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC added	Shares	+2.2K	+$446	$3.0K
38	PARK AVENUE SECURITIES LLC new	Shares	+3.0K	+$374	$374
39	GILPIN WEALTH MANAGEMENT, LLC added	Shares	+2	+$281	$759
40	Davis Capital Management new	Shares	+2	+$253	$253
41	SBI Securities Co., Ltd. trimmed	Shares	-8	+$194	$21.1K
42	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+251	+$180	$2.7K
43	Bogart Wealth, LLC unchanged	Shares	0	+$138	$2.5K
44	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$103	$1.9K
45	Golden State Wealth Management, LLC unchanged	Shares	0	+$89	$1.6K
46	DiNuzzo Private Wealth, Inc. unchanged	Shares	0	+$42	$759
47	Trust Co unchanged	Shares	0	+$20	$379
48	Premier Fund Managers Ltd unchanged	Shares	0	+$17	$324
49	GHP Investment Advisors, Inc. unchanged	Shares	0	+$7	$127
50	TFC Financial Management, Inc. unchanged	Shares	0	+$7	$127

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