Palomar Holdings’ (PLMR) Premium Growth Overshadowed by Sector Caution
Conestoga Capital Advisors, an asset management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Hood River Capital Management David Swank | 682,283 | $86,233,748 | +61% | 0.63% |
| 2. | Freestone Grove Partners Todd Barker And Daniel Morillio | 622,335 | $78,656,921 | +31% | 0.5% |
| 3. | Citadel Investment Group Ken Griffin | 391,299 | $49,456,281 | +26% | 0.01% |
| 4. | Point72 Asset Management Steve Cohen | 311,367 | $39,353,675 | +110% | 0.04% |
| 5. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 159,522 | $20,161,986 | +55% | 0.01% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $120.76 | 500 | $60,380.00 | 44,726 | 2025-08-19 | Filing | |
| $121.14 | 500 | $60,570.00 | 44,226 | 2025-08-18 | Filing | |
| $119.92 | 100 | $11,991.50 | 7,870 | 2025-08-07 | Filing | |
| $89.42 | 1,000 | $89,424.90 | 4,724 | 2024-08-09 | Filing | |
| $84.32 | 1,000 | $84,323.60 | 2,500 | 2024-05-07 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $131.37 | 792 | $104,043.77 | 322,388 | 2026-08-21 | Filing | |
| $130.49 | 2,339 | $305,225.93 | 323,180 | 2026-08-21 | Filing | |
| $129.65 | 369 | $47,841.37 | 325,519 | 2026-08-21 | Filing | |
| $127.75 | 296 | $37,812.70 | 28,250 | 2026-08-18 | Filing | |
| $127.74 | 791 | $101,043.13 | 16,238 | 2026-08-18 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 4,401,832 | $556,347,547 | 0.01% | |
| 2. | 1,234,699 | $156,053,607 | 0.01% | |
| 3. | 1,192,254 | $150,688,983 | 0% | |
| 4. | 1,122,717 | $141,900,202 | 0% | |
| 5. | 1,045,459 | $132,165,581 | 0.05% |