Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Palomar Hldgs Inc (PLMR)

335 + Investors. Track Smart Money conviction in PLMR. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
1Q ▼
Buyers last Q
51%

Smart Money Signals — PLMR

Based on 340 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their PLMR positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 90% of 3.0Y peak

90% of all-time peak
340 funds currently hold this stock — 90% of the 3.0-year high of 378 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 10% fewer funds vs a year ago

fund count last 6Q
38 fewer hedge funds hold PLMR compared to a year ago (-10% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 51% buying

175 buying167 selling
Last quarter: 175 funds bought or added vs 167 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~50 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 52 → 58 → 55 → 50. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

50% of holders stayed for 2+ years

■ 50% conviction (2yr+) ■ 28% medium ■ 22% new
171 out of 340 hedge funds have held PLMR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~50 new funds/quarter

86 → 52 → 58 → 55 → 50 new funds/Q
New funds entering each quarter: 52 → 58 → 55 → 50. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 53% veterans vs 28% newcomers

■ 53% veterans ■ 19% 1-2yr ■ 28% new
Entry-cohort mix of 345 holders: 183 (53%) are 2+ year veterans, 64 entered 1–2 years ago, and 98 (28%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 51% AUM from top-100 funds

51% from top-100 AUM funds
55 of 339 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in PLMR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.0
out of 10
Low Exit Risk
Exit risk score 3.0/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — PLMR

In 2026 Q2, 175 hedge funds were net buyers of PLMR (50 opened a new position, 125 added to an existing one), while 167 reduced or exited (115 trimmed, 52 sold completely) — a 51% buyer ratio, indicating a slight buying edge. 51% of total institutional value in PLMR is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 340.

Hedge Fund Ownership: PLMR

How many hedge funds hold PLMR — quarterly history vs. share price
Quarterly hedge fund ownership of PLMR vs. share price

Market Analysis: PLMR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PLMR

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

15 top-rated funds 0 high-conviction
Consensus
5.2
/ 10
breadth
×
Elite
1.3
/ 10
conviction
Hedge Fund Positioning: PLMR
335 + Investors

Track Smart Money conviction in PLMR. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 335 342 -2.05%
13F Shares 25M 25M -0.67%
Total Value $2.97B $2.85B 4.15%
New Positions 49 55 -6
Increased Positions 122 127 -5
Closed Positions 55 51 +4
Reduced Positions 112 110 +2
Total Calls 4 3 33.33%
Total Puts 2 1 100.0%
PUT/CALL Ratio 0.5 0.33 Bullish

Statistics: PLMR

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Institutional Holders (2026 Q2)

335 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PLMR. Verified SEC 13F-HR filings.

QUARTER:
Top 25 PLMR holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Villere St Denis J & Co LLC 3.26% 216,269 $27.3M
2 Atlas Capital Advisors INC. 2.48% 181,634 $21.7M
3 Scholtz & Company, LLC 1.63% 25,756 $3.3M
4 Stephens Investment Management Group LLC 0.99% 732,301 $92.6M
5 Champlain Investment Partners, LLC 0.88% 272,480 $34.4M
6 Pvg Asset Management Corp 0.74% 10,147 $1.3M
7 Emerald Advisers, LLC 0.74% 248,267 $31.4M
8 Emerald Mutual Fund Advisers Trust 0.73% 163,622 $20.7M
9 Riverwater Partners LLC 0.72% 19,194 $2.4M
10 Hood River Capital Management LLC 0.63% 682,283 $86.2M
11 Future Fund LLC 0.59% 16,247 $2.1M
12 Freestone Grove Partners LP 0.50% 622,335 $78.7M
13 DC Investments Management, LLC 0.50% 11,507 $1.5M
14 Geneva Capital Management LLC 0.49% 168,074 $21.2M
15 Emerald Investment Advisers, LLC 0.41% 48,821 $6.2M
16 Renaissance Group LLC 0.38% 74,735 $9.4M
17 Artemis Investment Management LLP 0.38% 333,968 $42.2M
18 Wakefield Asset Management LLLP 0.29% 10,231 $1.3M
19 Connors Investor Services Inc 0.29% 26,276 $3.3M
20 Oak Ridge Investments LLC 0.28% 39,753 $5.0M
21 Peregrine Capital Management LLC 0.28% 68,357 $8.6M
22 Westfield Capital Management Co LP 0.28% 668,854 $84.5M
23 Significant Wealth Partners LLC 0.25% 1,825 $231K
24 Caitlin John, LLC 0.22% 3,136 $396K
25 Fulcrum Wealth Advisors, LLC 0.21% 2,138 $270K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Palomar Hldgs Inc (PLMR)

What does the Smart Money Trend signal show for PLMR?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their PLMR positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for PLMR?

Slight buying edge — 51% buying: Last quarter: 175 funds bought or added vs 167 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for PLMR holders?

Elite ownership — 51% AUM from top-100 funds: 55 of 339 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in PLMR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held PLMR?

50% of holders stayed for 2+ years: 171 out of 340 hedge funds have held PLMR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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