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
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 17,4002.1M $0.11 %0.07 %as of Mar 31, 2026 ↗
T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. 17,2232.1M $0.14 %0.07 %as of Mar 31, 2026 ↗
Financial Industries Trust John Hancock Variable Insurance Trust 17,0742M $1.68 %0.06 %as of Mar 31, 2026 ↗
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 16,9712.1M $0.09 %0.06 %as of Feb 28, 2026 ↗
BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. 16,7212M $0.26 %0.06 %as of Mar 31, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 16,4892M $0.01 %0.06 %as of Feb 28, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 15,7221.9M $0.00 %0.06 %as of Apr 30, 2026 ↗
Variable Portfolio - Partners Small Cap Growth Fund Columbia Funds Variable Series Trust II 15,6991.9M $0.56 %0.06 %as of Mar 31, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 15,3831.9M $0.03 %0.06 %as of Apr 30, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 15,3481.9M $0.00 %0.06 %as of Feb 28, 2026 ↗
FundX Future Fund Opportunities ETF FundX Investment Trust 15,2871.8M $0.93 %0.06 %as of Mar 31, 2026 ↗
Cliens Global Småbolag Cliens Kapitalförvaltning AB 15,01417.1M SEK3.31 %0.06 %as of Mar 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 14,8321.8M $0.00 %0.06 %as of Mar 31, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 14,7961.8M $0.08 %0.06 %as of Feb 28, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 14,1101.7M $0.11 %0.05 %as of Mar 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 13,8961.7M $0.00 %0.05 %as of Apr 30, 2026 ↗
JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust 13,7901.6M $0.07 %0.05 %as of Mar 31, 2026 ↗
BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. 13,2071.6M $0.19 %0.05 %as of Apr 30, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 13,1371.6M $0.02 %0.05 %as of Apr 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 13,0491.6M $0.01 %0.05 %as of Mar 31, 2026 ↗
Diversified Equity Master Portfolio Master Investment Portfolio 12,2741.5M $0.05 %0.05 %as of Mar 31, 2026 ↗
Small Cap Index Fund Northern Funds 12,1221.4M $0.10 %0.05 %as of Mar 31, 2026 ↗
Empower Small Cap Growth Fund EMPOWER FUNDS, INC. 11,9291.4M $0.62 %0.05 %as of Mar 31, 2026 ↗
iShares U.S. Insurance ETF iShares Trust 11,8201.4M $0.38 %0.04 %as of Mar 31, 2026 ↗
SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 11,7041.4M $0.10 %0.04 %as of Mar 31, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 11,4101.4M $0.10 %0.04 %as of Apr 30, 2026 ↗
SA Invesco Growth Opportunities Portfolio SUNAMERICA SERIES TRUST 11,2571.4M $0.45 %0.04 %as of Apr 30, 2026 ↗
Transamerica T. Rowe Price Small Cap VP TRANSAMERICA SERIES TRUST 10,6581.3M $0.20 %0.04 %as of Mar 31, 2026 ↗
Small Cap Index Fund VALIC Co I 10,6011.3M $0.11 %0.04 %as of Feb 28, 2026 ↗
Multi-Manager U.S. Small Cap Equity Fund Goldman Sachs Trust II 10,5491.3M $0.36 %0.04 %as of Apr 30, 2026 ↗
Invesco Dorsey Wright SmallCap Momentum ETF Invesco Exchange-Traded Fund Trust II 10,3491.3M $0.33 %0.04 %as of Feb 28, 2026 ↗
WisdomTree U.S. SmallCap Fund WisdomTree Trust 10,2261.2M $0.19 %0.04 %as of Mar 31, 2026 ↗
JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 10,0721.2M $0.17 %0.04 %as of Apr 30, 2026 ↗
HUSSMAN STRATEGIC MARKET CYCLE FUND Hussman Investment Trust 10,0001.2M $0.30 %0.04 %as of Mar 31, 2026 ↗
Catholic Responsible Investments Small-Cap Fund Catholic Responsible Investments Funds 9,9501.2M $0.19 %0.04 %as of Apr 30, 2026 ↗
Villere Equity Fund Professionally Managed Portfolios 9,9051.2M $3.47 %0.04 %as of Feb 28, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 9,3441.1M $0.05 %0.04 %as of Apr 30, 2026 ↗
Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS 9,2631.1M $0.21 %0.04 %as of Mar 31, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 9,2101.1M $0.04 %0.03 %as of Mar 31, 2026 ↗
Small Company Fund American Century Quantitative Equity Funds, Inc. 9,1391.1M $0.69 %0.03 %as of Mar 31, 2026 ↗
Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 9,0661.1M $0.21 %0.03 %as of Mar 31, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 8,9801.1M $0.12 %0.03 %as of Feb 28, 2026 ↗
SIIT SMALL/MID CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 8,8701.1M $0.12 %0.03 %as of Feb 28, 2026 ↗
Invesco S&P Smallcap 600 Pure Growth ETF Invesco Exchange-Traded Fund Trust 8,7971.1M $0.87 %0.03 %as of Apr 30, 2026 ↗
DWS Small Cap Growth Fund DEUTSCHE DWS INVESTMENT TRUST 8,6001M $0.41 %0.03 %as of Mar 31, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 8,276996.3K $0.03 %0.03 %as of Apr 30, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 8,271988.4K $0.10 %0.03 %as of Mar 31, 2026 ↗
Small-Cap Value Portfolio PACIFIC SELECT FUND 8,271988.4K $0.26 %0.03 %as of Mar 31, 2026 ↗
Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 8,1701M $0.01 %0.03 %as of Feb 28, 2026 ↗
NVIT Invesco Small Cap Growth Fund Nationwide Variable Insurance Trust 8,133971.9K $0.37 %0.03 %as of Mar 31, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 8,026959.1K $0.10 %0.03 %as of Mar 31, 2026 ↗
JPMorgan U.S. Small Company Fund JPMorgan Trust I 7,976953.1K $0.10 %0.03 %as of Mar 31, 2026 ↗
John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust 7,870940.5K $0.14 %0.03 %as of Mar 31, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 7,850945K $0.00 %0.03 %as of Apr 30, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 7,8108.9M SEK0.03 %0.03 %as of Mar 31, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 7,780929.7K $0.05 %0.03 %as of Mar 31, 2026 ↗
MassMutual Small Cap Growth Equity Fund MASSMUTUAL SELECT FUNDS 7,624911.1K $0.16 %0.03 %as of Mar 31, 2026 ↗
Victory RS Select Growth Fund Victory Portfolios 7,610909.4K $1.20 %0.03 %as of Mar 31, 2026 ↗
Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II 7,485926K $0.05 %0.03 %as of Feb 28, 2026 ↗
AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust 7,461891.6K $0.21 %0.03 %as of Mar 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 7,338876.9K $0.01 %0.03 %as of Mar 31, 2026 ↗
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 7,314880.5K $0.02 %0.03 %as of Apr 30, 2026 ↗
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 6,893829.8K $0.04 %0.03 %as of Apr 30, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 6,809813.7K $0.11 %0.03 %as of Mar 31, 2026 ↗
SEI Select Small Cap ETF SEI EXCHANGE TRADED FUNDS 6,802812.8K $0.19 %0.03 %as of Mar 31, 2026 ↗
Aztlan Global Stock Selection DM SMID ETF Tidal Trust I 6,715808.4K $1.84 %0.03 %as of Apr 30, 2026 ↗
LKCM Small-Mid Cap Equity Fund LKCM Funds 6,394764.1K $1.82 %0.02 %as of Mar 31, 2026 ↗
ETC 6 Meridian Low Beta Equity Strategy ETF EXCHANGE TRADED CONCEPTS TRUST 6,304779.9K $0.39 %0.02 %as of Feb 28, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 6,206747.1K $0.01 %0.02 %as of Apr 30, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 5,937734.5K $0.01 %0.02 %as of Feb 28, 2026 ↗
First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 5,796697.7K $0.06 %0.02 %as of Apr 30, 2026 ↗
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS 5,773689.9K $0.03 %0.02 %as of Mar 31, 2026 ↗
Carnegie Global Resilient Small Cap Carnegie Fonder AB 5,7266.5M SEK4.07 %0.02 %as of Mar 31, 2026 ↗
Catalyst Insider Buying Fund MUTUAL FUND SERIES TRUST 5,650675.2K $4.35 %0.02 %as of Mar 31, 2026 ↗
First American Multi-Manager Domestic Equity Fund PFM Multi-Manager Series Trust 5,410646.5K $0.05 %0.02 %as of Mar 31, 2026 ↗
Gotham 1000 Value ETF Tidal Trust I 5,388643.9K $0.30 %0.02 %as of Mar 31, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 5,205622K $0.11 %0.02 %as of Mar 31, 2026 ↗
iShares MSCI USA Small-Cap Min Vol Factor ETF iShares Trust 5,084612K $0.22 %0.02 %as of Apr 30, 2026 ↗
NVIT Multi-Manager Small Company Fund Nationwide Variable Insurance Trust 5,022600.1K $0.17 %0.02 %as of Mar 31, 2026 ↗
Federated Hermes MDT Small Cap Core ETF Federated Hermes ETF Trust 4,995617.9K $0.40 %0.02 %as of Feb 28, 2026 ↗
iShares Morningstar Small-Cap Growth ETF iShares Trust 4,957596.7K $0.06 %0.02 %as of Apr 30, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 4,766569.5K $0.10 %0.02 %as of Mar 31, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 4,755568.2K $0.06 %0.02 %as of Mar 31, 2026 ↗
Timothy Plan US Small Cap Core ETF Timothy Plan 4,694560.9K $0.19 %0.02 %as of Mar 31, 2026 ↗
Nationwide Renaissance Small Cap Growth Fund Nationwide Mutual Funds 4,664561.5K $2.31 %0.02 %as of Apr 30, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 4,655556.3K $0.08 %0.02 %as of Mar 31, 2026 ↗
Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 4,624572K $0.26 %0.02 %as of Feb 28, 2026 ↗
Old Westbury Total Equity Fund Old Westbury Funds Inc 4,529545.2K $0.05 %0.02 %as of Apr 30, 2026 ↗
Acuitas Small Cap Active ETF Series Portfolios Trust 4,471534.3K $0.73 %0.02 %as of Mar 31, 2026 ↗
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 4,400525.8K $0.00 %0.02 %as of Mar 31, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 4,297517.3K $0.04 %0.02 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 4,295513.3K $0.00 %0.02 %as of Mar 31, 2026 ↗
AVIP BlackRock Advantage Small Cap Growth Portfolio AuguStar Variable Insurance Products Fund Inc 4,277511.1K $0.42 %0.02 %as of Mar 31, 2026 ↗
Barrons 400 ETF ALPS ETF TRUST 4,171516K $0.25 %0.02 %as of Feb 28, 2026 ↗
F/m Emerald Special Situations ETF RBB Fund, Inc. 4,079491K $1.72 %0.02 %as of Apr 30, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 4,073490.3K $0.12 %0.02 %as of Apr 30, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 4,000494.8K $0.04 %0.02 %as of Feb 28, 2026 ↗
Schwab Small-Cap Equity Fund SCHWAB CAPITAL TRUST 3,976478.6K $0.07 %0.02 %as of Apr 30, 2026 ↗
Emerald Finance & Banking Innovation Fund FINANCIAL INVESTORS TRUST 3,718447.6K $1.01 %0.01 %as of Apr 30, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 3,691441.1K $0.11 %0.01 %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