Titelia

Fund shareholders of Palomar Holdings Inc

ISIN US69753M1053 · United States · LEI 549300DOI1MUW11BLX74

Fund shareholders
351
Of which ETFs
92 259 other funds
Value held
1.5B $ 307M SEK · 32.7K €
Share of capital
47.4 % of 26.3M shares on Aug 2, 2026
FundSharesValueWeight in fundShare of capital
iShares Core S&P Small-Cap ETF iShares Trust 1,591,126190.1M $0.21 %6.05 %as of Mar 31, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 854,977102.2M $0.01 %3.25 %as of Mar 31, 2026 ↗
iShares Russell 2000 ETF iShares Trust 645,51777.1M $0.11 %2.45 %as of Mar 31, 2026 ↗
VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND 514,22761.9M $0.28 %1.95 %as of Apr 30, 2026 ↗
Avantis U.S. Small Cap Value ETF American Century ETF Trust 439,17554.3M $0.23 %1.67 %as of Feb 28, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 307,54636.8M $0.02 %1.17 %as of Mar 31, 2026 ↗
Harbor Small Cap Growth Fund HARBOR FUNDS 303,92436.6M $1.41 %1.15 %as of Apr 30, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 295,27335.3M $0.04 %1.12 %as of Mar 31, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 260,71731.4M $0.10 %0.99 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 239,71528.6M $0.21 %0.91 %as of Mar 31, 2026 ↗
iShares S&P Small-Cap 600 Growth ETF iShares Trust 228,65227.3M $0.42 %0.87 %as of Mar 31, 2026 ↗
Hood River Small-Cap Growth Fund Manager Directed Portfolios 223,79426.7M $0.51 %0.85 %as of Mar 31, 2026 ↗
iShares Russell 2000 Growth ETF iShares Trust 214,81525.7M $0.21 %0.82 %as of Mar 31, 2026 ↗
Invesco Discovery Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 199,00324.6M $0.37 %0.76 %as of Feb 28, 2026 ↗
Janus Henderson Triton Fund JANUS INVESTMENT FUND 194,69523.3M $0.45 %0.74 %as of Mar 31, 2026 ↗
Voya Small Cap Growth Fund Voya Equity Trust 192,53523.8M $1.29 %0.73 %as of Feb 28, 2026 ↗
VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS 171,74220.5M $0.05 %0.65 %as of Mar 31, 2026 ↗
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 171,30520.5M $0.21 %0.65 %as of Mar 31, 2026 ↗
T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. 160,10319.1M $0.23 %0.61 %as of Mar 31, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 159,85119.1M $0.21 %0.61 %as of Mar 31, 2026 ↗
Handelsbanken Amerika Småbolag Tema Handelsbanken Fonder AB 157,500179.3M SEK2.26 %0.60 %as of Mar 31, 2026 ↗
Champlain Small Company Fund ADVISORS' INNER CIRCLE FUND II 151,00018M $1.76 %0.57 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF SPDR SERIES TRUST 139,79816.7M $0.42 %0.53 %as of Mar 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 138,52017.1M $0.04 %0.53 %as of Feb 28, 2026 ↗
BlackRock Advantage Small Cap Core Fund BlackRock Funds 132,54316.4M $0.36 %0.50 %as of Feb 27, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 130,68816.2M $0.11 %0.50 %as of Feb 28, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 128,56415.9M $0.08 %0.49 %as of Feb 28, 2026 ↗
Janus Henderson Venture Fund JANUS INVESTMENT FUND 114,66013.7M $0.45 %0.44 %as of Mar 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 112,06413.5M $0.07 %0.43 %as of Apr 30, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 96,42211.6M $0.08 %0.37 %as of Apr 30, 2026 ↗
Emerald Growth Fund FINANCIAL INVESTORS TRUST 94,38611.4M $0.81 %0.36 %as of Apr 30, 2026 ↗
VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS 92,28811M $0.11 %0.35 %as of Mar 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 90,96911.3M $0.21 %0.35 %as of Feb 28, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 90,07510.8M $0.15 %0.34 %as of Apr 30, 2026 ↗
Janus Henderson Small/Mid Cap Growth Alpha ETF Janus Detroit Street Trust 88,28510.6M $1.09 %0.34 %as of Apr 30, 2026 ↗
T. Rowe Price Small-Cap Value Fund, Inc. T. ROWE PRICE SMALL-CAP VALUE FUND, INC. 78,8889.4M $0.10 %0.30 %as of Mar 31, 2026 ↗
JNL/Invesco Small Cap Growth Fund JNL Series Trust 65,4067.8M $0.50 %0.25 %as of Mar 31, 2026 ↗
Invesco Small Cap Growth Fund AIM Growth Series (Invesco Growth Series) 65,0477.8M $0.50 %0.25 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Insurance ETF SPDR SERIES TRUST 64,6607.7M $1.85 %0.25 %as of Mar 31, 2026 ↗
Buffalo Small Cap Growth Fund Buffalo Funds 63,8237.6M $1.96 %0.24 %as of Mar 31, 2026 ↗
SmallCap Growth Fund I Principal Funds, Inc 62,8387.6M $0.32 %0.24 %as of Apr 30, 2026 ↗
Nationwide Geneva Small Cap Growth Fund Nationwide Mutual Funds 61,2317.4M $0.67 %0.23 %as of Apr 30, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 57,7957M $0.10 %0.22 %as of Apr 30, 2026 ↗
American Beacon Stephens Small Cap Growth Fund AMERICAN BEACON FUNDS 54,8826.6M $1.49 %0.21 %as of Mar 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 52,9336.4M $0.01 %0.20 %as of Apr 30, 2026 ↗
Osterweis Opportunity Fund Professionally Managed Portfolios 51,0156.1M $2.12 %0.19 %as of Mar 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 49,2956.1M $0.00 %0.19 %as of Feb 28, 2026 ↗
Federated Hermes MDT Small Cap Core Fund Federated Hermes MDT Series 47,5365.7M $0.30 %0.18 %as of Apr 30, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 44,7025.5M $0.04 %0.17 %as of Feb 28, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 44,6625.4M $0.01 %0.17 %as of Apr 30, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 43,3865.2M $0.11 %0.16 %as of Mar 31, 2026 ↗
Small-Cap Growth Portfolio PACIFIC SELECT FUND 43,2445.2M $1.17 %0.16 %as of Mar 31, 2026 ↗
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 42,1845.2M $0.20 %0.16 %as of Feb 28, 2026 ↗
JNL Small Cap Index Fund JNL Series Trust 41,2324.9M $0.21 %0.16 %as of Mar 31, 2026 ↗
SEB Nordamerikafond Små och Medelstora Bolag SEB Funds AB 40,25945.8M SEK1.75 %0.15 %as of Mar 31, 2026 ↗
Goldman Sachs Small Cap Growth Fund Goldman Sachs Trust 40,1795M $1.17 %0.15 %as of Feb 28, 2026 ↗
Nuveen Quant Small Cap Equity Fund TIAA-CREF Funds 39,6104.8M $0.12 %0.15 %as of Apr 30, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 39,3304.9M $0.00 %0.15 %as of Feb 28, 2026 ↗
Carnegie US Small & Micro Cap Carnegie Fonder AB 38,50743.8M SEK3.72 %0.15 %as of Mar 31, 2026 ↗
Avantis U.S. Small Cap Value Fund American Century ETF Trust 36,8604.6M $0.31 %0.14 %as of Feb 28, 2026 ↗
LKCM Small Cap Equity Fund LKCM Funds 36,5454.4M $1.34 %0.14 %as of Mar 31, 2026 ↗
Federated Hermes MDT Small Cap Growth Fund Federated Hermes MDT Series 35,8404.3M $0.58 %0.14 %as of Apr 30, 2026 ↗
Financial Industries Fund John Hancock Investment Trust II 35,0334.2M $1.57 %0.13 %as of Apr 30, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 34,3384.1M $0.01 %0.13 %as of Mar 31, 2026 ↗
U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 33,6944.1M $0.21 %0.13 %as of Apr 30, 2026 ↗
Invesco Small Cap Growth Portfolio Brighthouse Funds Trust I 32,9643.9M $0.50 %0.13 %as of Mar 31, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 31,7383.8M $0.10 %0.12 %as of Apr 30, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 30,5023.7M $0.01 %0.12 %as of Apr 30, 2026 ↗
Victory RS Small Cap Growth Fund Victory Portfolios 30,2103.6M $1.09 %0.11 %as of Mar 31, 2026 ↗
Allspring Small Company Growth Fund ALLSPRING FUNDS TRUST 30,1963.6M $0.71 %0.11 %as of Apr 30, 2026 ↗
Janus Henderson Small Cap Growth Alpha ETF Janus Detroit Street Trust 30,0993.6M $1.15 %0.11 %as of Apr 30, 2026 ↗
Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc 29,8003.6M $0.04 %0.11 %as of Apr 30, 2026 ↗
VANGUARD S&P SMALL-CAP 600 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS 29,5813.7M $0.41 %0.11 %as of Feb 28, 2026 ↗
First Trust Small Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 28,7633.5M $0.33 %0.11 %as of Apr 30, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 27,6783.3M $0.10 %0.11 %as of Mar 31, 2026 ↗
Nuveen ESG Small-Cap ETF NuShares ETF Trust 27,5633.3M $0.26 %0.10 %as of Apr 30, 2026 ↗
Hood River New Opportunities Fund Manager Directed Portfolios 26,6883.2M $0.48 %0.10 %as of Mar 31, 2026 ↗
Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust 24,6963M $0.13 %0.09 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 24,1613M $0.21 %0.09 %as of Feb 28, 2026 ↗
Optimum Small-Mid Cap Growth Fund Optimum Fund Trust 23,2182.8M $0.37 %0.09 %as of Mar 31, 2026 ↗
State Street Institutional Small-Cap Equity Fund STATE STREET INSTITUTIONAL FUNDS 22,7662.7M $0.58 %0.09 %as of Mar 31, 2026 ↗
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 22,6092.7M $0.20 %0.09 %as of Mar 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 22,1602.7M $0.00 %0.08 %as of Apr 30, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 21,5722.7M $0.00 %0.08 %as of Feb 28, 2026 ↗
BlackRock Advantage Small Cap Growth Fund BlackRock Funds 21,4042.6M $0.38 %0.08 %as of Mar 31, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 21,3012.6M $0.00 %0.08 %as of Apr 30, 2026 ↗
SmallCap S&P 600 Index Fund Principal Funds, Inc 20,8312.5M $0.19 %0.08 %as of Apr 30, 2026 ↗
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 20,0512.4M $0.21 %0.08 %as of Mar 31, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 20,0182.5M $0.34 %0.08 %as of Feb 28, 2026 ↗
Invesco S&P SmallCap Quality ETF Invesco Exchange-Traded Fund Trust II 19,7432.4M $0.99 %0.08 %as of Feb 28, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 19,2332.4M $0.02 %0.07 %as of Feb 28, 2026 ↗
VOYA SMALLCAP OPPORTUNITIES PORTFOLIO Voya Variable Products Trust 19,0762.3M $1.37 %0.07 %as of Mar 31, 2026 ↗
SIIT U.S. Equity Factor Allocation Fund SEI INSTITUTIONAL INVESTMENTS TRUST 18,9902.3M $0.07 %0.07 %as of Feb 28, 2026 ↗
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 18,9462.3M $0.20 %0.07 %as of Mar 31, 2026 ↗
Villere Balanced Fund Professionally Managed Portfolios 18,9442.3M $2.49 %0.07 %as of Feb 28, 2026 ↗
Nuveen Small Cap Growth Opportunities Fund Nuveen Investment Funds, Inc. 18,7492.3M $0.87 %0.07 %as of Apr 30, 2026 ↗
Small Cap Core Portfolio Bernstein Fund Inc 18,6002.2M $0.31 %0.07 %as of Mar 31, 2026 ↗
T.Rowe Price Small Cap Growth Portfolio Brighthouse Funds Trust II 18,1882.2M $0.21 %0.07 %as of Mar 31, 2026 ↗
ALGER WEATHERBIE SPECIALIZED GROWTH FUND ALGER FUNDS 17,7482.1M $0.76 %0.07 %as of Apr 30, 2026 ↗
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 17,6902.1M $0.20 %0.07 %as of Mar 31, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
CONESTOGA DISCOVERY FUND Conestoga Funds 4.99 %as of Mar 31, 2026 ↗
Catalyst Insider Buying Fund MUTUAL FUND SERIES TRUST 4.35 %as of Mar 31, 2026 ↗
Carnegie Global Resilient Small Cap Carnegie Fonder AB 4.07 %as of Mar 31, 2026 ↗
Carnegie US Small & Micro Cap Carnegie Fonder AB 3.72 %as of Mar 31, 2026 ↗
Villere Equity Fund Professionally Managed Portfolios 3.47 %as of Feb 28, 2026 ↗
GESTION BOUTIQUE VII, FI GESTION BOUTIQUE VII / SYSTEMATIC VALUE INVESTING US MARKETS ANDBANK WEALTH MANAGEMENT, SGIIC, S.A.U. 3.35 %as of Dec 31, 2025 ↗
Cliens Global Småbolag Cliens Kapitalförvaltning AB 3.31 %as of Mar 31, 2026 ↗
Villere Balanced Fund Professionally Managed Portfolios 2.49 %as of Feb 28, 2026 ↗
Avanza Impact by Circulus Avanza Fonder AB 2.33 %as of Mar 31, 2026 ↗
Nationwide Renaissance Small Cap Growth Fund Nationwide Mutual Funds 2.31 %as of Apr 30, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q2342+212,195,806-0.9 %
2026Q1340+512,300,820+5.0 %
2025Q4335-3611,713,294-9.5 %
2025Q3371+3412,938,502+1.4 %
2025Q2337+2112,759,458+0.1 %
2025Q1316-112,741,992+0.8 %
2024Q4317+3012,644,467+4.6 %
2024Q3287+1912,091,637+2.0 %
2024Q2268+1611,856,897+10.3 %
2024Q1252-410,746,202-7.4 %
2023Q425611,604,702

Institutional managers

335 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.4,385,138524M $as of Mar 31, 2026
STATE STREET CORP1,062,288126.9M $as of Mar 31, 2026
JANUS HENDERSON GROUP PLC933,993111.7M $as of Mar 31, 2026
WESTFIELD CAPITAL MANAGEMENT CO LP854,116102.1M $as of Mar 31, 2026
Sumitomo Mitsui Trust Group, Inc.716,33585.6M $as of Mar 31, 2026
Stephens Investment Management Group LLC714,91485.4M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC683,01481.6M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP653,02678M $as of Mar 31, 2026
AMERICAN CENTURY COMPANIES INC585,71070M $as of Mar 31, 2026
Invesco Ltd.499,28759.7M $as of Mar 31, 2026
Freestone Grove Partners LP476,48456.9M $as of Mar 31, 2026
Hood River Capital Management LLC426,04650.9M $as of Mar 31, 2026
Champlain Investment Partners, LLC326,94839.1M $as of Mar 31, 2026
VOYA INVESTMENT MANAGEMENT LLC320,45038.3M $as of Mar 31, 2026
CITADEL ADVISORS LLC312,73237.4M $as of Mar 31, 2026
FEDERATED HERMES, INC.308,75336.9M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC301,52336M $as of Mar 31, 2026
EMERALD ADVISERS, LLC298,35935.7M $as of Mar 31, 2026
NORTHERN TRUST CORP287,71134.4M $as of Mar 31, 2026
Artemis Investment Management LLP274,61432.8M $as of Mar 31, 2026
PRICE T ROWE ASSOCIATES INC /MD/260,32131.1K $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC255,99430.6M $as of Mar 31, 2026
VILLERE ST DENIS J & CO LLC246,54329.5M $as of Mar 31, 2026
Qube Research & Technologies Ltd240,38728.7M $as of Mar 31, 2026
GENEVA CAPITAL MANAGEMENT LLC214,65825.7M $as of Mar 31, 2026

Declared shareholders of Palomar Holdings Inc

There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Vanguard Capital Management 5.25 %1,401,561as of Mar 31, 2026 · SCHEDULE 13G
Cite this page

Titelia. "Fund shareholders of Palomar Holdings Inc". https://titelia.com/en/stocks/palomar-holdings-inc-US69753M1053