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
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| Federated Hermes U.S. SMID Fund Federated Hermes Adviser Series | 502 | 60K $ | 1.30 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PGIM Balanced Fund Prudential Investment Portfolios, Inc. | 500 | 59.8K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| HUSSMAN STRATEGIC ALLOCATION FUND Hussman Investment Trust | 500 | 59.8K $ | 0.23 % | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds | 479 | 57.7K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| S&P SmallCap 600 Pure Growth Fund Rydex Variable Trust | 474 | 56.6K $ | 0.94 % | 0.00 % | as of Mar 31, 2026 ↗ |
| American Century Small Cap Value Insights ETF American Century ETF Trust | 436 | 53.9K $ | 0.61 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 421 | 50.3K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 418 | 50K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Longboard Fund NORTHERN LIGHTS FUND TRUST II | 411 | 50.8K $ | 0.05 % | 0.00 % | as of Feb 28, 2026 ↗ |
| GuideMark Small/Mid Cap Core Fund GPS Funds I | 410 | 49K $ | 0.05 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Quality ETF American Century ETF Trust | 401 | 49.6K $ | 0.03 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 391 | 46.7K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| S&P SmallCap 600 Pure Growth Fund Rydex Series Funds | 387 | 46.2K $ | 0.93 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Small Company Growth Portfolio Wilshire Mutual Funds Inc | 341 | 40.7K $ | 0.19 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Invesco S&P SmallCap 600 GARP ETF Invesco Exchange-Traded Fund Trust II | 320 | 39.6K $ | 1.39 % | 0.00 % | as of Feb 28, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 297 | 35.8K $ | 0.06 % | 0.00 % | as of Apr 30, 2026 ↗ |
| WisdomTree U.S. SmallCap Quality Growth Fund WisdomTree Trust | 296 | 35.4K $ | 0.36 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Ultra SmallCap600 ProShares Trust | 290 | 35.9K $ | 0.15 % | 0.00 % | as of Feb 28, 2026 ↗ |
| American Century Small Cap Growth Insights ETF American Century ETF Trust | 270 | 33.4K $ | 0.37 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Themes US Small Cap Cash Flow Champions ETF Themes ETF Trust | 240 | 28.7K $ | 1.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST | 231 | 27.6K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Flex Small Cap Focused Index Fund Fidelity Salem Street Trust | 218 | 26.2K $ | 0.17 % | 0.00 % | as of Apr 30, 2026 ↗ |
| State Street(R) SPDR(R) S&P SmallCap 600 ESG ETF SPDR SERIES TRUST | 205 | 24.5K $ | 0.34 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Zacks Small-Cap Core Fund Zacks Trust | 180 | 22.3K $ | 0.07 % | 0.00 % | as of Feb 28, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 160 | 19.1K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| KraneShares Man Buyout Beta Index ETF Krane Shares Trust | 160 | 19.1K $ | 0.15 % | 0.00 % | as of Mar 31, 2026 ↗ |
| New Covenant Growth Fund NEW COVENANT FUNDS | 145 | 17.3K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SMALL-CAP GROWTH PROFUND ProFunds | 143 | 17.2K $ | 0.38 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 140 | 16.9K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 131 | 15.7K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 121 | 14.5K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| JPMorgan Fundamental Data Science Small Core ETF J.P. Morgan Exchange-Traded Fund Trust | 108 | 12.9K $ | 0.17 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust | 91 | 11K $ | 0.10 % | 0.00 % | as of Apr 30, 2026 ↗ |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds | 90 | 10.8K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 88 | 10.5K $ | 0.07 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST | 86 | 10.3K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Innovator U.S. Small Cap Managed 10 Buffer ETF Innovator ETFs Trust | 72 | 8.7K $ | 0.11 % | 0.00 % | as of Apr 30, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 67 | 8K $ | 0.07 % | 0.00 % | as of Mar 31, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 60 | 7.2K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 60 | 7.2K $ | 0.06 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Enhanced Small Cap ETF Fidelity Covington Trust | 55 | 6.6K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 48 | 5.8K $ | 0.07 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Avantis Inflation Focused Equity ETF American Century ETF Trust | 36 | 4.5K $ | 0.05 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 36 | 4.3K $ | 0.07 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 27 | 3.3K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Abacus FCF Small Cap Leaders ETF Abacus FCF ETF Trust | 21 | 2.5K $ | 0.21 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Longview Advantage ETF RBB Fund Trust | 15 | 1.9K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Founders 100 ETF Founder Funds Trust | 15 | 1.8K $ | 0.08 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 8 | 989.7 $ | 0.09 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 7 | 836.5 $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| GESTION BOUTIQUE VII, FI GESTION BOUTIQUE VII / SYSTEMATIC VALUE INVESTING US MARKETS ANDBANK WEALTH MANAGEMENT, SGIIC, S.A.U. | 32.7K € | 3.35 % | as of Dec 31, 2025 ↗ |
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.
| Fund | Weight 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.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 342 | +2 | 12,195,806 | -0.9 % |
| 2026Q1 | 340 | +5 | 12,300,820 | +5.0 % |
| 2025Q4 | 335 | -36 | 11,713,294 | -9.5 % |
| 2025Q3 | 371 | +34 | 12,938,502 | +1.4 % |
| 2025Q2 | 337 | +21 | 12,759,458 | +0.1 % |
| 2025Q1 | 316 | -1 | 12,741,992 | +0.8 % |
| 2024Q4 | 317 | +30 | 12,644,467 | +4.6 % |
| 2024Q3 | 287 | +19 | 12,091,637 | +2.0 % |
| 2024Q2 | 268 | +16 | 11,856,897 | +10.3 % |
| 2024Q1 | 252 | -4 | 10,746,202 | -7.4 % |
| 2023Q4 | 256 | 11,604,702 |
Institutional managers
335 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 4,385,138 | 524M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 1,062,288 | 126.9M $ | as of Mar 31, 2026 |
| JANUS HENDERSON GROUP PLC | 933,993 | 111.7M $ | as of Mar 31, 2026 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 854,116 | 102.1M $ | as of Mar 31, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | 716,335 | 85.6M $ | as of Mar 31, 2026 |
| Stephens Investment Management Group LLC | 714,914 | 85.4M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 683,014 | 81.6M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 653,026 | 78M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 585,710 | 70M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 499,287 | 59.7M $ | as of Mar 31, 2026 |
| Freestone Grove Partners LP | 476,484 | 56.9M $ | as of Mar 31, 2026 |
| Hood River Capital Management LLC | 426,046 | 50.9M $ | as of Mar 31, 2026 |
| Champlain Investment Partners, LLC | 326,948 | 39.1M $ | as of Mar 31, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | 320,450 | 38.3M $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 312,732 | 37.4M $ | as of Mar 31, 2026 |
| FEDERATED HERMES, INC. | 308,753 | 36.9M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 301,523 | 36M $ | as of Mar 31, 2026 |
| EMERALD ADVISERS, LLC | 298,359 | 35.7M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 287,711 | 34.4M $ | as of Mar 31, 2026 |
| Artemis Investment Management LLP | 274,614 | 32.8M $ | as of Mar 31, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 260,321 | 31.1K $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 255,994 | 30.6M $ | as of Mar 31, 2026 |
| VILLERE ST DENIS J & CO LLC | 246,543 | 29.5M $ | as of Mar 31, 2026 |
| Qube Research & Technologies Ltd | 240,387 | 28.7M $ | as of Mar 31, 2026 |
| GENEVA CAPITAL MANAGEMENT LLC | 214,658 | 25.7M $ | 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.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Vanguard Capital Management | 5.25 % | 1,401,561 | as 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