Palomar Holdings, Inc.
US ˙ NasdaqGS ˙ US69753M1053

SecurityPLMR / Palomar Holdings, Inc.
InstitutionAdvisor Group Holdings, Inc.
Latest Disclosed Ownership5,244 shares
Latest Disclosed Value $ 626,656
Advisor Group Holdings, Inc. reports 959.39% increase in ownership of PLMR / Palomar Holdings, Inc.

On May 15, 2026 - Advisor Group Holdings, Inc. filed a 13F-HR form disclosing ownership of 5,244 shares of Palomar Holdings, Inc. (US:PLMR) valued at $626,658 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 495 shares of Palomar Holdings, Inc.. This represents a change in shares of 959.39% during the quarter. The current value of the position is $531,846 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F PALOMAR HLDGS COM 69753M105 5,244 4,749 959.39 627 848.48 0.0005
2026-02-17 2025-12-31 13F PALOMAR HLDGS COM 69753M105 495 -23,103 -97.90 67 -97.69 0.0001
2025-11-14 2025-09-30 13F PALOMAR HLDGS COM 69753M105 23,598 4,228 21.83 2,859 -2.56 0.0040
2025-09-04 2025-06-30 13F/A-1 PALOMAR HLDGS COM 69753M105 19,370 9,371 93.72 2,933 114.09 0.0052
2025-08-13 2025-06-30 13F PALOMAR HLDGS COM 69753M105 3,645 -6,354 505 0.0006
2025-05-12 2025-03-31 13F PALOMAR HLDGS COM 69753M105 9,999 9,146 1,072.22 1,371 1,422.22 0.0031
2025-06-06 2024-12-31 13F/A-1 PALOMAR HLDGS COM 69753M105 853 96 12.68 90 26.76 0.0002
2025-02-07 2024-12-31 13F PALOMAR HLDGS COM 69753M105 826 69 87 0.0002
2024-11-13 2024-09-30 13F PALOMAR HLDGS COM 69753M105 757 41 5.73 72 22.41 0.0002
2024-08-13 2024-06-30 13F PALOMAR HLDGS COM 69753M105 716 156 27.86 58 26.09 0.0001
2024-05-10 2024-03-31 13F PALOMAR HLDGS COM 69753M105 560 -1,335 -70.45 47 -56.19 0.0001
2024-02-12 2023-12-31 13F PALOMAR HLDGS COM 69753M105 1,895 -549 -22.46 105 -15.32 0.0002
2023-11-13 2023-09-30 13F PALOMAR HLDGS COM 69753M105 2,444 207 9.25 124 -3.88 0.0002
2023-08-21 2023-06-30 13F/A-1 PALOMAR HLDGS COM 69753M105 2,237 413 22.64 130 29.00 0.0002
2023-08-10 2023-06-30 13F PALOMAR HLDGS COM 69753M105 2,237 413 130 0.0000
2023-05-12 2023-03-31 13F PALOMAR HLDGS COM 69753M105 1,824 444 32.17 101 63.93 0.0002
2023-02-10 2022-12-31 13F PALOMAR HLDGS COM 69753M105 1,380 -708 -33.91 61 -65.14 0.0001
2022-11-14 2022-09-30 13F PALOMAR HLDGS COM 69753M105 2,088 366 21.25 175 57.66 0.0004
2022-08-10 2022-06-30 13F PALOMAR HLDGS COM 69753M105 1,722 252 17.14 111 18.09 0.0002
2022-05-04 2022-03-31 13F PALOMAR HLDGS COM 69753M105 1,470 374 34.12 94 32.39 0.0002
2022-02-03 2021-12-31 13F PALOMAR HLDGS COM 69753M105 1,096 693 171.96 71 115.15 0.0001
2021-11-05 2021-09-30 13F PALOMAR HLDGS COM 69753M105 403 169 72.22 33 94.12 0.0001
2021-08-02 2021-06-30 13F PALOMAR HLDGS COM 69753M105 234 119 103.48 17 112.50 0.0000
2021-05-13 2021-03-31 13F PALOMAR HLDGS COM 69753M105 115 -94 -44.98 8 -55.56 0.0000
2021-02-10 2020-12-31 13F PALOMAR HLDGS COM 69753M105 209 -489 -70.06 18 -75.68 0.0000
2020-11-12 2020-09-30 13F PALOMAR HLDGS COM 69753M105 698 -17,008 -96.06 74 -95.13 0.0002
2020-08-14 2020-06-30 13F PALOMAR HLDGS COM 69753M105 17,706 2,694 17.95 1,519 74.00 0.0051
2020-05-18 2020-03-31 13F PALOMAR HLDGS COM 69753M105 15,012 15,012 873 0.0036
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.