What smart money is saying about Palomar Holdings, Inc.
PLMR
No fund has written a full thesis on Palomar Holdings, Inc. in our archive, but 3 fund letters report a position in it — most recently Buffalo funds Small Cap Growth Fund in June 2026.
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3
Reported positions
0
Bought
1
Sold
3
Letters
Position history
Between Q1 2026 and Q2 2026, 3 fund letters reported a position in Palomar Holdings, Inc. — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 0 | 1 | 0 |
| Q1 2026 | 1 | 0 | 0 | 0 |
Fund activity · 3 positions · 1 move
- June 2026
“FUND MANAGEMENT TOP 10 HOLDINGS (%)* Silicon Laboratories, Inc. 3.34 WisdomTree, Inc. 3.15 Ligand Pharmaceuticals, Inc. 3.10 JBT Marel Corp 2.48 MYR Group, Inc. 2.32 ESCO Technologies, Inc. 2.23 Option Care Health, Inc. 2.01 Palomar Holdings, Inc. 1.96 Advanced Drainage Systems, Inc. 1.94 Cactus, Inc. 1.93 Top 10 Holdings Total 24.46”
Palomar Holdings, Inc. - June 2026
“• Short positions in smart home and security platform provider Alarm.com Holdings, household cleaning products manufacturer Clorox, regional bank Commerce Bancshares, water infrastructure product distributor Core & Main, medical AI platform provider Doximity, cloud-based real estate brokerage platform eXp World Holdings, property and casualty insurer Palomar Holdings and physical operations technology provider Samsara were eliminated as the stock prices approached our estimates of intrinsic value.”
Palomar Holdings, Inc. - March 2026
“Palomar Holdings, Inc. 1.91”
Palomar Holdings, Inc.
Read the letters behind these Palomar Holdings, Inc. positions
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