Position in PLMR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,293,096
+$89,492 QoQ
Shares Held
10,231
+1.6% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#125
of 339 holders
Holding Since
Jun 2020
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PLMR Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Wakefield Asset Management LLLP holds $11,725,318 across 6 Insurance - Property & Casualty names. PLMR ranks #4 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
14,345 | $4,735,571 | |
| 2 | ALL |
Allstate Corp
|
10,344 | $2,461,251 | |
| 3 | HCI |
HCI Group, Inc.
|
7,689 | $1,347,497 | |
| 4 | PLMR |
Palomar Holdings, Inc.
This page
|
10,231 | $1,293,096 | |
| 5 | SKWD |
Skyward Specialty Insurance Group, Inc.
|
21,247 | $1,239,762 | |
| 6 | PGR |
Progressive Corp/Oh/
|
2,967 | $648,141 |
All Filings in PLMR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,293,096 | 10,231 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $1,203,604 | 10,072 | Shares | Defined | 2026-05-12 | |
| 2022-09-30 | $721,080 | 8,613 | Shares | Defined | 2022-11-07 | |
| 2022-06-30 | $843,897 | 13,104 | Shares | Defined | 2022-08-09 | |
| 2022-03-31 | $834,813 | 13,046 | Shares | Defined | 2022-05-02 | |
| 2020-09-30 | $828,916 | 7,952 | Shares | Defined | 2020-10-23 | |
| 2020-06-30 | $680,248 | 7,932 | Shares | Defined | 2020-07-28 | |
| No filing history on record for this holder in this stock. | ||||||