Position in PLMR
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$2,114,313
-$358,937 QoQ
Shares Held
17,693
-3.6% QoQ
Ownership
0.067%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
6 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 Mar 31, 2026Moran Wealth Management, LLC holds $32,467,183 across 6 Insurance - Property & Casualty names. PLMR ranks #4 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
107,653 | $21,341,130 | |
| 2 | HCI |
HCI Group, Inc.
|
31,898 | $4,931,748 | |
| 3 | L |
Loews Corp
|
33,601 | $3,586,569 | |
| 4 | PLMR |
Palomar Holdings, Inc.
This page
|
17,693 | $2,114,313 | |
| 5 | HRTG |
Heritage Insurance Holdings, Inc.
|
11,011 | $289,038 | |
| 6 | UFCS |
United Fire Group Inc
|
5,515 | $204,385 |
All Filings in PLMR
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,114,313 | 17,693 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,473,250 | 18,353 | Shares | Sole | 2026-01-26 | |
| 2025-06-30 | $889,714 | 5,768 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $830,293 | 6,057 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $650,434 | 6,160 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $547,381 | 5,782 | Shares | Sole | 2024-11-08 | |
| No filing history on record for this holder in this stock. | ||||||