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Disclosery

PLMR PALOMAR HLDGS INC

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Stock (common), issuer CIK 1761312

276 managers (280 13F filers) reported a position in PLMR shares at 2024-12-31, 24,282,497 shares in all. 31 filers opened a position and 34 filers sold out during the quarter.

Managers
276
13F filers
280
New
31
Added
114
Reduced
87
Sold out
34
Shares held by filers
24,282,497

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Orion Porfolio Solutions, LLC2,329$246K<0.01%new13F-HRTimeline
Orion Portfolio Solutions, LLC2,329$246K<0.01%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,181$230K<0.01%-2313F-HR/ATimeline
EVERGREEN CAPITAL MANAGEMENT LLC2,103$222K0.01%new13F-HRTimeline
Systematic Alpha Investments, LLC2,000$211K0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,982$210K<0.01%-74013F-HRTimelineGroup
Crossmark Global Holdings, Inc.1,955$206K<0.01%new13F-HRTimeline
DekaBank Deutsche Girozentrale1,779$182K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC1,687$178K<0.01%-43613F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,615$171K<0.01%-1,47013F-HRTimelineGroup
Avanza Fonder AB1,353$143K<0.01%13F-HRTimeline
CWM, LLCin group CWM, LLC1,266$134K<0.01%-84313F-HRTimelineGroup
Covestor Ltd1,224$129K0.08%+14813F-HRTimeline
QUADRANT CAPITAL GROUP LLC1,105$117K0.01%+8313F-HRTimeline
KBC Group NVin group KBC Group NV1,045$110K<0.01%+32413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.853$90.1K<0.01%+9613F-HR/ATimelineGroup
Advisors Asset Management, Inc.851$89.9K<0.01%-2113F-HR/ATimeline
State of Wyoming746$78.8K0.01%+5713F-HRTimeline
OARSMAN CAPITAL, INC.712$75.2K0.01%+4513F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…665$71.7K<0.01%-1813F-HRTimeline
Farther Finance Advisors, LLC554$58.5K<0.01%+9913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP493$52.1K<0.01%+19113F-HRTimelineGroup
Aquatic Capital Management LLC471$49.7K<0.01%-5,42913F-HRTimeline
SIGNATUREFD, LLC437$46.1K<0.01%-313F-HRTimeline
Smartleaf Asset Management LLC414$43.2K<0.01%+34913F-HRTimeline
GAMMA Investing LLC361$38.1K<0.01%-2113F-HRTimeline
ATWOOD & PALMER INC350$37K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC293$30.9K<0.01%+2513F-HRTimeline
Blue Trust, Inc.246$26K<0.01%new13F-HR/ATimeline
Coppell Advisory Solutions LLC219$22.9K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC212$22K<0.01%-5,86313F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT189$20K<0.01%013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC176$18.6K<0.01%new13F-HRTimelineGroup
NISA INVESTMENT ADVISORS, LLC109$11.5K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…100$10.6K<0.01%+213F-HRTimelineGroup
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK84$8.87K<0.01%+7913F-HRTimelineGroup
Hillsdale Investment Management Inc.80$8.45K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.72$7.6K<0.01%13F-HRTimeline
LRI Investments, LLC60$6.31K<0.01%013F-HRTimeline
UMB Bank, n.a.58$6.12K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Arax Advisory Partners57$6.02K<0.01%013F-HRTimeline
Venturi Wealth Management, LLC52$5.49K<0.01%new13F-HRTimeline
Parallel Advisors, LLC52$5.49K<0.01%+3313F-HRTimeline
McIlrath & Eck, LLC47$4.96K<0.01%013F-HRTimeline
MATHER GROUP, LLC.45$4.75K<0.01%new13F-HRTimeline
LGT Financial Advisors LLC44$4.65K0.01%013F-HRTimeline
Bogart Wealth, LLC42$4.43K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC35$3.7K<0.01%+513F-HRTimeline
Sterling Capital Management LLC27$2.85K<0.01%+213F-HRTimeline
Versant Capital Management, Inc24$2.53K<0.01%new13F-HRTimeline
Hemington Wealth Management21$2K<0.01%+713F-HRTimeline
MassMutual Private Wealth & Trust, FSB18$1.9K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…18$1.9K<0.01%new13F-HRTimeline
Lindbrook Capital, LLC18$1.9K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…17$1.79K<0.01%013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…13$1.37K<0.01%new13F-HRTimelineGroup
Concord Wealth Partnersin group Concord Wealth Partners13$1.37K<0.01%013F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC12$1.27K<0.01%013F-HRTimeline
IFP Advisors, Inc12$1.27K<0.01%new13F-HRTimeline
Beacon Capital Management, LLC11$1.16K<0.01%013F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT12$1K<0.01%-50013F-HR/ATimeline
Caitlin John, LLC8$845<0.01%013F-HRTimeline
Private Wealth Management Group, LLC7$740<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC7$739<0.01%new13F-HRTimelineGroup
Prestige Wealth Management Group LLC6$634<0.01%013F-HR/ATimeline
DiNuzzo Private Wealth, Inc.6$634<0.01%013F-HRTimeline
Parkside Financial Bank & Trust5$528<0.01%013F-HRTimeline
Larson Financial Group LLC4$422<0.01%013F-HRTimeline
CoreCap Advisors, LLC4$422<0.01%new13F-HRTimeline
Allworth Financial LP3$324<0.01%-413F-HRTimeline
SJS Investment Consulting Inc.3$317<0.01%-113F-HRTimeline
Abound Wealth Management2$212<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2$211<0.01%013F-HRTimelineGroup
TFC Financial Management, Inc.1$106<0.01%013F-HRTimeline
Global Financial Private Client, LLC1$106<0.01%new13F-HRTimeline
Parkworth Wealth Management, Inc.1$106<0.01%13F-HRTimeline