Palomar Holdings, Inc. hedge fund holdings
PLMRNASDAQ$127.34+0.85 (+0.67% today)
Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.
Price vs funds buying and selling
PLMR · close · 13FReported Aug 14, 2026Price vs funds buying and selling data
Showing the 1Y range: Oct 6, 2025 to Oct 5, 2026. Price (+12.8%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.
| Date | Category | Person | Role | Action | Amount | Change in holding |
|---|
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.Price and fund activity data
| Quarter | Funds buying | Funds selling | Bought | Sold | Filers | Reported |
|---|---|---|---|---|---|---|
| Q2 2025 | 166 | 123 | $437M | $370M | 359 | Aug 14, 2025 |
| Q3 2025 | 126 | 155 | $315M | $393M | 333 | Nov 14, 2025 |
| Q4 2025 | 127 | 137 | $359M | $305M | 317 | Feb 14, 2026 |
| Q1 2026 | 127 | 115 | $284M | $225M | 325 | May 15, 2026 |
| Q2 2026 | 121 | 117 | $250M | $245M | 316 | Aug 14, 2026 |
Quarterly action breakdown
Q2 2026
316 filersNew position
37$21.9M+174K sh
Increased
84$228M+1.81M sh
Reduced
80-$206M-1.63M sh
Out / sold
37-$38.5M-304K sh
Last 4 quarters · free
Reported Aug 14, 2026
| Fund | Action | Change in dollar | Value | % of portfolio | Reported |
|---|---|---|---|---|---|
| Hood River Capital Management LLC | Added 60.14% | +$32.4M | $86.2M | 0.63% | Aug 14, 2026 |
| T. Rowe Price Investment Management, Inc. | Added 159.90% | +$26.7M | $43.5M | 0.03% | Aug 14, 2026 |
| Westfield Capital Management Co LP | Reduce 21.69% | -$23.4M | $84.5M | 0.28% | Aug 12, 2026 |
| Freestone Grove Partners LP | Added 30.61% | +$18.4M | $78.7M | 0.51% | Aug 14, 2026 |
| Fred Alger Management, LLC | Reduce 88.61% | -$9.43M | $1.21M | 0.00% | Aug 14, 2026 |
| Osterweis Capital Management Inc | Sell 100% | -$8.14M | $0 | 0.00% | Aug 14, 2026 |
| Artemis Investment Management LLP | Added 21.61% | +$7.5M | $42.2M | 0.38% | Jul 23, 2026 |
| Champlain Investment Partners, LLC | Reduce 16.66% | -$6.88M | $34.4M | 0.88% | Aug 12, 2026 |
| Emerald Advisers, LLC | Reduce 16.79% | -$6.33M | $31.4M | 0.74% | Aug 5, 2026 |
| Geneva Capital Management LLC | Reduce 21.70% | -$5.89M | $21.2M | 0.49% | Aug 6, 2026 |
| FJ Capital Management LLC | Sell 100% | -$5.43M | $0 | 0.00% | Aug 14, 2026 |
| Bessemer Group Inc | Added 27.95% | +$4.21M | $19.3M | 0.03% | Aug 12, 2026 |
| Villere ST Denis J & Co LLC | Reduce 12.28% | -$3.83M | $27.3M | 3.26% | Aug 7, 2026 |
| Voloridge Investment Management, LLC | Sell 100% | -$2.95M | $0 | 0.00% | Aug 14, 2026 |
| Kornitzer Capital Management Inc | Reduce 35.82% | -$2.94M | $5.26M | 0.11% | Jul 31, 2026 |
| Alternative Investment Advisors, LLC. | Sell 100% | -$2.84M | $0 | 0.00% | Aug 31, 2026 |
| Blair William & Co | Added 21.54% | +$2.76M | $15.6M | 0.04% | Aug 11, 2026 |
| Handelsbanken Fonder AB | Reduce 12.07% | -$2.58M | $18.8M | 0.05% | Jul 10, 2026 |
| South Dakota Investment Council | Sell 100% | -$2.55M | $0 | 0.00% | Aug 11, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | Sell 100% | -$2.42M | $0 | 0.00% | Aug 14, 2026 |
| Stephens Investment Management Group LLC | Added 2.43% | +$2.2M | $92.6M | 0.99% | Jul 29, 2026 |
| Horizon Investments, LLC | Reduce 93.93% | -$2.05M | $132K | 0.00% | Aug 13, 2026 |
| Renaissance Group LLC | Reduce 16.46% | -$1.86M | $9.45M | 0.38% | Aug 13, 2026 |
| Clark Capital Management Group, Inc. | Added 8.09% | +$1.61M | $21.5M | 0.12% | Aug 11, 2026 |
| Congress Asset Management Co | Sell 100% | -$1.52M | $0 | 0.00% | Jul 7, 2026 |
| Quantinno Capital Management LP | Added 51.16% | +$1.51M | $4.46M | 0.01% | Aug 13, 2026 |
| Trillium Asset Management, LLC | Added 48.98% | +$1.44M | $4.37M | 0.13% | Aug 11, 2026 |
| Jackson Creek Investment Advisors LLC | Sell 100% | -$1.41M | $0 | 0.00% | Aug 10, 2026 |
| Hussman Strategic Advisors, Inc. | Sell 100% | -$1.25M | $0 | 0.00% | Aug 3, 2026 |
| Connors Investor Services Inc | Added 57.84% | +$1.22M | $3.32M | 0.29% | Aug 14, 2026 |
| Allstate Corp | New Buy | +$1.13M | $1.13M | 0.01% | Aug 13, 2026 |
| Diversify Wealth Management, LLC | Sell 100% | -$1.05M | $0 | 0.00% | Jul 30, 2026 |
| MML Investors Services, LLC | Added 199.92% | +$984K | $1.48M | 0.00% | Aug 7, 2026 |
| First Trust Advisors LP | Reduce 13.64% | -$933K | $5.9M | 0.00% | Aug 11, 2026 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | Reduce 4.43% | -$901K | $19.4M | 0.02% | Aug 13, 2026 |
| State of New Jersey Common Pension Fund D | Reduce 37.03% | -$853K | $1.45M | 0.01% | Aug 4, 2026 |
| Inspire Advisors, LLC | New Buy | +$762K | $762K | 0.05% | Aug 13, 2026 |
| Conestoga Capital Advisors, LLC | Added 25.81% | +$673K | $3.28M | 0.07% | Jul 24, 2026 |
| Fox Run Management, L.L.C. | Sell 100% | -$665K | $0 | 0.00% | Aug 4, 2026 |
| Essential Investment Partners LLC | New Buy | +$636K | $636K | 0.51% | Jul 15, 2026 |
| Tidal Investments LLC | Added 41.30% | +$613K | $2.1M | 0.00% | Aug 13, 2026 |
| State of Alaska, Department of Revenue | Reduce 22.30% | -$550K | $1.92M | 0.02% | Jul 20, 2026 |
| Picton Mahoney Asset Management | Sell 100% | -$530K | $0 | 0.00% | Aug 13, 2026 |
| Level Four Advisory Services, LLC | New Buy | +$509K | $509K | 0.01% | Aug 10, 2026 |
| Public Sector Pension Investment Board | Reduce 3.98% | -$477K | $11.5M | 0.03% | Aug 13, 2026 |
| Formula Growth Ltd | New Buy | +$442K | $442K | 0.16% | Aug 17, 2026 |
| Aviva PLC | Sell 100% | -$439K | $0 | 0.00% | Aug 13, 2026 |
| Peregrine Capital Management LLC | Reduce 4.83% | -$438K | $8.64M | 0.28% | Jul 17, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | Reduce 0.45% | -$405K | $90.1M | 0.05% | Jul 30, 2026 |
| Park Avenue Securities LLC | New Buy | +$374K | $374K | 0.00% | Jul 20, 2026 |
| Abacus Wealth Partners, LLC | Sell 100% | -$362K | $0 | 0.00% | Jul 22, 2026 |
| Vise Technologies, Inc. | New Buy | +$343K | $343K | 0.00% | Aug 11, 2026 |
| BCS Private Wealth Management, Inc. | Sell 100% | -$343K | $0 | 0.00% | Jul 31, 2026 |
| Gallacher Capital Management LLC | Sell 100% | -$329K | $0 | 0.00% | Jul 17, 2026 |
| Benjamin Edwards Inc | New Buy | +$310K | $310K | 0.00% | Jul 24, 2026 |
| Crestwood Advisors Group, LLC | Reduce 49.66% | -$310K | $314K | 0.00% | Aug 3, 2026 |
| Axq Capital, LP | New Buy | +$302K | $302K | 0.03% | Aug 6, 2026 |
| Blueshift Asset Management, LLC | New Buy | +$285K | $285K | 0.07% | Aug 14, 2026 |
| Hunter Associates Investment Management LLC | Added 10.37% | +$285K | $3.03M | 0.35% | Jul 23, 2026 |
| Navellier & Associates Inc | Sell 100% | -$277K | $0 | 0.00% | Aug 4, 2026 |
| Emerald Investment Advisers, LLC | Added 4.58% | +$270K | $6.17M | 0.41% | Aug 12, 2026 |
| Fulcrum Wealth Advisors, LLC | New Buy | +$270K | $270K | 0.21% | Jul 21, 2026 |
| CIBC Asset Management Inc | Sell 100% | -$263K | $0 | 0.00% | Aug 3, 2026 |
| Massar Capital Management, LP | Sell 100% | -$245K | $0 | 0.00% | Aug 14, 2026 |
| Yorktown Management & Research Co Inc | Sell 100% | -$239K | $0 | 0.00% | Jul 23, 2026 |
| SkyOak Wealth, LLC | Sell 100% | -$238K | $0 | 0.00% | Jul 30, 2026 |
| Caitlin John, LLC | Added 130.93% | +$225K | $396K | 0.22% | Aug 17, 2026 |
| Sequoia Financial Advisors, LLC | New Buy | +$221K | $221K | 0.00% | Jul 17, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | Added 7.07% | +$213K | $3.23M | 0.00% | Aug 13, 2026 |
| Militia Capital Management LLC | New Buy | +$212K | $212K | 0.01% | Aug 12, 2026 |
| King Luther Capital Management Corp | Reduce 2.60% | -$205K | $7.68M | 0.03% | Aug 10, 2026 |
| Catalyst Capital Advisors LLC | Reduce 27.52% | -$197K | $518K | 0.01% | Jul 24, 2026 |
| Bartlett & Co. Wealth Management LLC | New Buy | +$180K | $180K | 0.00% | Jul 24, 2026 |
| Hamilton Capital Partners Inc. | Reduce 26.00% | -$167K | $475K | 0.01% | Aug 14, 2026 |
| Ensign Peak Advisors, Inc | Added 156.25% | +$158K | $259K | 0.00% | Aug 14, 2026 |
| Gotham Asset Management, LLC | Reduce 19.08% | -$154K | $653K | 0.00% | Aug 14, 2026 |
| Principal Securities, Inc. | Added 58.87% | +$135K | $365K | 0.00% | Aug 4, 2026 |
| Scholtz & Company, LLC | Reduce 3.98% | -$135K | $3.26M | 1.63% | Aug 11, 2026 |
| CANADA LIFE ASSURANCE Co | Reduce 4.18% | -$115K | $2.64M | 0.00% | Aug 13, 2026 |
| Nomura Asset Management International Inc. | Reduce 3.70% | -$108K | $2.83M | 0.00% | Aug 14, 2026 |
| Healthcare of Ontario Pension Plan Trust Fund | Sell 100% | -$108K | $0 | 0.00% | Aug 13, 2026 |
| Oak Ridge Investments LLC | Added 2.13% | +$105K | $5.02M | 0.28% | Jul 21, 2026 |
| Illinois Municipal Retirement Fund | Reduce 5.34% | -$94K | $1.67M | 0.02% | Aug 12, 2026 |
| Diversified Trust Co | Reduce 6.25% | -$70.1K | $1.05M | 0.02% | Jul 17, 2026 |
| Arcus Capital Partners, LLC | Added 23.14% | +$61.4K | $327K | 0.14% | Aug 14, 2026 |
| Keebeck Wealth Management | Reduce 8.40% | -$55.7K | $608K | 0.06% | Aug 11, 2026 |
| Exchange Traded Concepts, LLC | Added 2.30% | +$54.1K | $2.41M | 0.01% | Aug 11, 2026 |
| F/m Investments LLC | Added 7.30% | +$44.5K | $654K | 0.03% | Aug 5, 2026 |
| Emerald Mutual Fund Advisers Trust | Added 0.22% | +$44.5K | $20.7M | 0.73% | Aug 5, 2026 |
| Swiss Life Asset Management Ltd | Added 10.48% | +$42K | $442K | 0.00% | Jul 29, 2026 |
| Kemnay Advisory Services Inc. | Reduce 63.26% | -$40.7K | $23.6K | 0.00% | Aug 14, 2026 |
| Riverwater Partners LLC | Added 1.54% | +$36.8K | $2.43M | 0.72% | Aug 14, 2026 |
| Thrivent Financial for Lutherans | Reduce 1.12% | -$36.2K | $3.2M | 0.01% | Aug 14, 2026 |
| Opal Wealth Advisors, LLC | Sell 100% | -$31.8K | $0 | 0.00% | Jul 20, 2026 |
| Empowered Funds, LLC | Added 0.12% | +$30.1K | $24.7M | 0.13% | Aug 17, 2026 |
| Atria Investments, Inc | Reduce 5.46% | -$21.7K | $376K | 0.00% | Jul 28, 2026 |
| Wakefield Asset Management LLLP | Added 1.58% | +$20.1K | $1.29M | 0.29% | Aug 11, 2026 |
| Xponance LLC | Added 6.16% | +$19.3K | $333K | 0.00% | Aug 10, 2026 |
| Mindset Wealth Management, LLC | Reduce 6.34% | -$16.6K | $245K | 0.05% | Aug 4, 2026 |
| Pinnacle Wealth Planning Services, Inc. | Added 24.14% | +$15.9K | $81.9K | 0.01% | Aug 7, 2026 |