Palomar Holdings, Inc.
US ˙ NasdaqGS ˙ US69753M1053

SecurityPLMR / Palomar Holdings, Inc.
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership653,026 shares
Latest Disclosed Value $ 78,036,938
Dimensional Fund Advisors Lp reports 3.75% increase in ownership of PLMR / Palomar Holdings, Inc.

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 653,026 shares of Palomar Holdings, Inc. (US:PLMR) valued at $78,036,607 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 629,447 shares of Palomar Holdings, Inc.. This represents a change in shares of 3.75% during the quarter. The current value of the position is $66,229,897 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-07 2026-03-31 13F PALOMAR HLDGS COM 69753M105 653,026 23,579 3.75 78,037 -8.00 0.0035
2026-02-12 2025-12-31 13F PALOMAR HLDGS COM 69753M105 629,447 33,397 5.60 84,825 21.90 0.0178
2025-11-12 2025-09-30 13F PALOMAR HLDGS COM 69753M105 596,050 9,731 1.66 69,584 -23.06 0.0149
2025-08-12 2025-06-30 13F PALOMAR HLDGS COM 69753M105 586,319 8,013 1.39 90,438 14.08 0.0209
2025-05-13 2025-03-31 13F PALOMAR HLDGS COM 69753M105 578,306 16,566 2.95 79,274 33.65 0.0197
2025-02-13 2024-12-31 13F PALOMAR HLDGS COM 69753M105 561,740 17,320 3.18 59,313 15.08 0.0142
2024-11-07 2024-09-30 13F PALOMAR HLDGS COM 69753M105 544,420 35,550 6.99 51,540 24.81 0.0125
2024-08-09 2024-06-30 13F PALOMAR HLDGS COM 69753M105 508,870 66,478 15.03 41,295 11.35 0.0108
2024-05-10 2024-03-31 13F PALOMAR HLDGS COM 69753M105 442,392 20,646 4.90 37,086 58.44 0.0100
2024-02-07 2023-12-31 13F PALOMAR HLDGS COM 69753M105 421,746 52,659 14.27 23,407 24.97 0.0068
2023-11-09 2023-09-30 13F PALOMAR HLDGS COM 69753M105 369,087 43,707 13.43 18,731 -0.82 0.0061
2023-08-09 2023-06-30 13F PALOMAR HLDGS COM 69753M105 325,380 34,159 11.73 18,886 17.49 0.0060
2023-05-12 2023-03-31 13F PALOMAR HLDGS COM 69753M105 291,221 14,804 5.36 16,074 133,850.00 0.0054
2023-02-09 2022-12-31 13F PALOMAR HLDGS COM 69753M105 276,417 17,168 6.62 12 -99.94 0.0037
2022-11-10 2022-09-30 13F PALOMAR HLDGS COM 69753M105 259,249 38,798 17.60 21,707 52.92 0.0083
2022-08-12 2022-06-30 13F PALOMAR HLDGS COM 69753M105 220,451 34,286 18.42 14,195 19.17 0.0051
2022-05-13 2022-03-31 13F PALOMAR HLDGS COM 69753M105 186,165 14,398 8.38 11,912 7.07 0.0037
2022-02-09 2021-12-31 13F PALOMAR HLDGS COM 69753M105 171,767 18,588 12.13 11,125 -10.14 0.0034
2021-11-12 2021-09-30 13F PALOMAR HLDGS COM 69753M105 153,179 875 0.57 12,381 7.73 0.0040
2021-08-12 2021-06-30 13F PALOMAR HLDGS COM 69753M105 152,304 23,589 18.33 11,493 33.21 0.0036
2021-05-14 2021-03-31 13F PALOMAR HLDGS COM 69753M105 128,715 2,241 1.77 8,628 -23.20 0.0029
2021-03-08 2020-12-31 13F/A-2 PALOMAR HLDGS COM 69753M105 126,474 40,544 47.18 11,235 25.43 0.0041
2021-02-11 2020-12-31 13F PALOMAR HLDGS COM 69753M105 126,474 40,544 11,235 4,057.4848
2020-11-12 2020-09-30 13F PALOMAR HLDGS COM 69753M105 85,930 34,490 67.05 8,957 103.06 0.0038
2020-08-13 2020-06-30 13F PALOMAR HLDGS COM 69753M105 51,440 51,440 4,411 0.0019
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.