MINDSET WEALTH MANAGEMENT, LLC
Position in PLMR — Palomar Holdings, Inc.
CIK 2044232
INDIANAPOLIS, IN
Position in PLMR
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$244,564
-$2,323 QoQ
Shares Held
1,935
-6.3% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#221
of 339 holders
Holding Since
Mar 2025
5 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, 2026MINDSET WEALTH MANAGEMENT, LLC holds $768,032 across 2 Insurance - Property & Casualty names. PLMR ranks #2 (31.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
2,200 | $523,468 | |
| 2 | PLMR |
Palomar Holdings, Inc.
This page
|
1,935 | $244,564 |
All Filings in PLMR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $244,564 | 1,935 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $246,887 | 2,066 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $276,123 | 2,049 | Shares | Sole | 2026-02-12 | |
| 2025-06-30 | $200,679 | 1,301 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $235,640 | 1,719 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||