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
Handelsbanken Global Impact Handelsbanken Fonder AB 3,6384.1M SEK1.90 %0.01 %as of Mar 31, 2026 ↗
EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust 3,578427.6K $0.11 %0.01 %as of Mar 31, 2026 ↗
VANGUARD MARKET NEUTRAL FUND VANGUARD MONTGOMERY FUNDS 3,551424.3K $0.10 %0.01 %as of Mar 31, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 3,441411.2K $0.02 %0.01 %as of Mar 31, 2026 ↗
Penn Series Small Cap Growth Fund Penn Series Funds Inc 3,356401K $0.46 %0.01 %as of Mar 31, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 3,257389.2K $0.11 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 3,208383.4K $0.11 %0.01 %as of Mar 31, 2026 ↗
BlackRock Advantage SMID Cap V.I. Fund BlackRock Variable Series Funds, Inc. 3,048364.2K $0.24 %0.01 %as of Mar 31, 2026 ↗
MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp 3,033362.4K $0.20 %0.01 %as of Mar 31, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 2,982359K $0.05 %0.01 %as of Apr 30, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 2,974355.4K $0.11 %0.01 %as of Mar 31, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 2,862344.5K $0.01 %0.01 %as of Apr 30, 2026 ↗
T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 2,853340.9K $0.01 %0.01 %as of Mar 31, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 2,844342.4K $0.10 %0.01 %as of Apr 30, 2026 ↗
SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST 2,782332.4K $0.07 %0.01 %as of Mar 31, 2026 ↗
AQR Small Cap Momentum Style Fund AQR Funds 2,723325.4K $0.20 %0.01 %as of Mar 31, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 2,707325.9K $0.02 %0.01 %as of Apr 30, 2026 ↗
Small Cap Core Fund Northern Funds 2,697322.3K $0.09 %0.01 %as of Mar 31, 2026 ↗
First Trust Multi Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 2,683323K $0.07 %0.01 %as of Apr 30, 2026 ↗
SIMT Small Cap Growth Fund SEI INSTITUTIONAL MANAGED TRUST 2,673319.4K $0.12 %0.01 %as of Mar 31, 2026 ↗
AVIP AB Small Cap Portfolio AuguStar Variable Insurance Products Fund Inc 2,650316.7K $0.12 %0.01 %as of Mar 31, 2026 ↗
First Trust Multi-Manager Small Cap Opportunities ETF First Trust Exchange-Traded Fund VIII 2,576318.7K $0.70 %0.01 %as of Feb 28, 2026 ↗
SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST 2,542303.8K $0.05 %0.01 %as of Mar 31, 2026 ↗
iShares ESG Select Screened S&P Small-Cap ETF iShares Trust 2,442291.8K $0.24 %0.01 %as of Mar 31, 2026 ↗
Avantis U.S. Small Cap Equity Fund American Century ETF Trust 2,434301.1K $0.24 %0.01 %as of Feb 28, 2026 ↗
SIIT SMALL CAP II FUND SEI INSTITUTIONAL INVESTMENTS TRUST 2,400296.9K $0.12 %0.01 %as of Feb 28, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 2,204263.4K $0.10 %0.01 %as of Mar 31, 2026 ↗
iShares Morningstar Small-Cap Value ETF iShares Trust 2,181262.5K $0.04 %0.01 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 2,145265.4K $0.00 %0.01 %as of Feb 28, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 2,126263K $0.03 %0.01 %as of Feb 28, 2026 ↗
VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II 2,109252K $0.05 %0.01 %as of Mar 31, 2026 ↗
Trillium ESG Small/Mid Cap Fund Perpetual Americas Funds Trust 2,096250.5K $0.84 %0.01 %as of Mar 31, 2026 ↗
Alger Dynamic Opportunities Fund ALGER FUNDS II 2,093252K $0.11 %0.01 %as of Apr 30, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 2,083250.8K $0.10 %0.01 %as of Apr 30, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 2,081257.4K $0.09 %0.01 %as of Feb 28, 2026 ↗
CONESTOGA DISCOVERY FUND Conestoga Funds 2,061246.3K $4.99 %0.01 %as of Mar 31, 2026 ↗
YORKTOWN SMALL CAP FUND American Pension Investors Trust 2,000240.8K $0.67 %0.01 %as of Apr 30, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 1,981236.7K $0.11 %0.01 %as of Mar 31, 2026 ↗
PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND 1,957233.9K $0.20 %0.01 %as of Mar 31, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 1,910229.9K $0.01 %0.01 %as of Apr 30, 2026 ↗
Avantis U.S. Equity Fund American Century ETF Trust 1,836227.1K $0.02 %0.01 %as of Feb 28, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 1,831218.8K $0.00 %0.01 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF SPDR INDEX SHARES FUNDS 1,794214.4K $0.02 %0.01 %as of Mar 31, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 1,778212.5K $0.05 %0.01 %as of Mar 31, 2026 ↗
LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 1,754209.6K $0.10 %0.01 %as of Mar 31, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 1,700203.2K $0.00 %0.01 %as of Mar 31, 2026 ↗
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 1,685201.4K $0.11 %0.01 %as of Mar 31, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 1,645198K $0.00 %0.01 %as of Apr 30, 2026 ↗
ProShares Ultra Russell2000 ProShares Trust 1,633202K $0.07 %0.01 %as of Feb 28, 2026 ↗
ProShares UltraPro Russell2000 ProShares Trust 1,629201.5K $0.06 %0.01 %as of Feb 28, 2026 ↗
Invesco S&P SmallCap Financials ETF Invesco Exchange-Traded Fund Trust II 1,610199.2K $0.84 %0.01 %as of Feb 28, 2026 ↗
Column Small Cap Fund Trust for Professional Managers 1,610199.2K $0.04 %0.01 %as of Feb 28, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 1,593190.4K $0.06 %0.01 %as of Mar 31, 2026 ↗
SA T. Rowe Price Allocation Moderately Aggressive Portfolio SUNAMERICA SERIES TRUST 1,514182.3K $0.02 %0.01 %as of Apr 30, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 1,476176.4K $0.00 %0.01 %as of Mar 31, 2026 ↗
DWS Small Mid Cap Growth VIP DEUTSCHE DWS VARIABLE SERIES II 1,300155.4K $0.34 %0.00 %as of Mar 31, 2026 ↗
THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 1,266151.3K $0.00 %0.00 %as of Mar 31, 2026 ↗
Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc 1,262151.9K $0.08 %0.00 %as of Apr 30, 2026 ↗
Avanza Impact by Circulus Avanza Fonder AB 1,1971.4M SEK2.33 %0.00 %as of Mar 31, 2026 ↗
Franklin U.S. Small Cap Multifactor Index ETF Franklin Templeton ETF Trust 1,188142K $0.30 %0.00 %as of Mar 31, 2026 ↗
OneAscent Enhanced Small and Mid Cap ETF Unified Series Trust 1,156143K $0.20 %0.00 %as of Feb 28, 2026 ↗
VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust 1,150137.4K $0.05 %0.00 %as of Mar 31, 2026 ↗
iShares Morningstar Small-Cap ETF iShares Trust 1,146138K $0.05 %0.00 %as of Apr 30, 2026 ↗
ProShares Russell 2000 High Income ETF ProShares Trust 1,142141.3K $0.09 %0.00 %as of Feb 28, 2026 ↗
NAA SMALL GROWTH SERIES New Age Alpha Variable Funds Trust 1,126134.6K $0.56 %0.00 %as of Mar 31, 2026 ↗
SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST 1,122134.1K $0.10 %0.00 %as of Mar 31, 2026 ↗
Clearwater Select Equity Fund Clearwater Investment Trust 1,100131.5K $0.03 %0.00 %as of Mar 31, 2026 ↗
State Street Small-Cap Equity V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 1,015121.3K $0.57 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 1,012120.9K $0.00 %0.00 %as of Mar 31, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 969116.6K $0.00 %0.00 %as of Apr 30, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 959115.4K $0.00 %0.00 %as of Apr 30, 2026 ↗
Dimensional US Vector Equity ETF Dimensional ETF Trust 952114.6K $0.03 %0.00 %as of Apr 30, 2026 ↗
BNY Mellon US Small Cap Core Equity ETF BNY Mellon ETF Trust 936112.7K $0.14 %0.00 %as of Apr 30, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 924111.2K $0.01 %0.00 %as of Apr 30, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 906108.3K $0.02 %0.00 %as of Mar 31, 2026 ↗
S&P SmallCap Index Fund SHELTON FUNDS 897111K $0.21 %0.00 %as of Feb 28, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 897107.2K $0.01 %0.00 %as of Mar 31, 2026 ↗
Intech S&P Small-Mid Cap Diversified Alpha ETF Tidal Trust III 891107.3K $0.09 %0.00 %as of Apr 30, 2026 ↗
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 841100.5K $0.04 %0.00 %as of Mar 31, 2026 ↗
Nuveen Life Small Cap Equity Fund TIAA-CREF Life Funds 82098K $0.13 %0.00 %as of Mar 31, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 81597.4K $0.00 %0.00 %as of Mar 31, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 80496.1K $0.01 %0.00 %as of Mar 31, 2026 ↗
Venerable US Small Cap Fund Venerable Variable Insurance Trust 72386.4K $0.06 %0.00 %as of Mar 31, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 72286.3K $0.01 %0.00 %as of Mar 31, 2026 ↗
Penn Series Small Cap Index Fund Penn Series Funds Inc 70083.7K $0.11 %0.00 %as of Mar 31, 2026 ↗
Multimanager Aggressive Equity Portfolio EQ Advisors Trust 70083.7K $0.01 %0.00 %as of Mar 31, 2026 ↗
Horizon Small/Mid Cap Core Equity ETF Horizon Funds 69886.3K $0.15 %0.00 %as of Feb 28, 2026 ↗
VANGUARD U.S. QUALITY FACTOR ETF VANGUARD WELLINGTON FUND 69185.5K $0.02 %0.00 %as of Feb 28, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 68281.5K $0.01 %0.00 %as of Mar 31, 2026 ↗
THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds 67280.9K $0.00 %0.00 %as of Apr 30, 2026 ↗
Federated Hermes Global Allocation Fund Federated Hermes Global Allocation Fund 66582.3K $0.03 %0.00 %as of Feb 28, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 63778.8K $0.01 %0.00 %as of Feb 28, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 62975.2K $0.01 %0.00 %as of Mar 31, 2026 ↗
Sparrow Growth Fund SPARROW FUNDS 61576.1K $0.11 %0.00 %as of Feb 28, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 59871.5K $0.01 %0.00 %as of Mar 31, 2026 ↗
Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust 57869.6K $0.09 %0.00 %as of Apr 30, 2026 ↗
THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. 54064.5K $0.00 %0.00 %as of Mar 31, 2026 ↗
Eventide Small Cap ETF Strategy Shares 53464.3K $0.25 %0.00 %as of Apr 30, 2026 ↗
PROFUND VP SMALLCAP GROWTH ProFunds 52863.1K $0.42 %0.00 %as of Mar 31, 2026 ↗
Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds 50260.4K $0.00 %0.00 %as of Apr 30, 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