BARTLETT & CO. WEALTH MANAGEMENT LLC
Position in PLMR — Palomar Holdings, Inc.
CIK 2010186
CINCINNATI, OH
Position in PLMR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$179,852
+$178,964 QoQ
Shares Held
1,423
+14130.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#231
of 339 holders
Holding Since
Dec 2020
2 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, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $117,202,814 across 14 Insurance - Property & Casualty names. PLMR ranks #7 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
225,744 | $76,920,010 | |
| 2 | CINF |
Cincinnati Financial Corp
|
133,410 | $24,699,527 | |
| 3 | TRV |
Travelers Companies, Inc.
|
36,959 | $12,200,905 | |
| 4 | ALL |
Allstate Corp
|
9,636 | $2,292,789 | |
| 5 | PGR |
Progressive Corp/Oh/
|
1,405 | $306,922 | |
| 6 | L |
Loews Corp
|
2,613 | $295,817 | |
| 7 | PLMR |
Palomar Holdings, Inc.
This page
|
1,423 | $179,852 | |
| 8 | KNSL |
Kinsale Capital Group, Inc.
|
396 | $130,604 |
All Filings in PLMR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $179,852 | 1,423 | Shares | Sole | 2026-07-24 | |
| 2020-12-31 | $888 | 10 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||