Palomar Holdings, Inc. $PLMR Position Cut by Universal Beteiligungs und Servicegesellschaft mbH

Universal Beteiligungs und Servicegesellschaft mbH lowered its holdings in shares of Palomar Holdings, Inc. (NASDAQ:PLMR) by 95.4% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,573 shares of the company’s stock after selling 52,779 shares during the period. Universal Beteiligungs und Servicegesellschaft mbH’s holdings in Palomar were worth $300,000 as of its most recent SEC filing.

Other institutional investors also recently added to or reduced their stakes in the company. Wealth Enhancement Advisory Services LLC increased its holdings in shares of Palomar by 3.8% during the second quarter. Wealth Enhancement Advisory Services LLC now owns 2,461 shares of the company’s stock valued at $363,000 after purchasing an additional 90 shares during the period. California State Teachers Retirement System increased its stake in Palomar by 0.4% during the 2nd quarter. California State Teachers Retirement System now owns 24,207 shares of the company’s stock valued at $3,734,000 after buying an additional 97 shares during the period. Bank of Montreal Can raised its position in shares of Palomar by 1.7% during the 2nd quarter. Bank of Montreal Can now owns 5,766 shares of the company’s stock worth $889,000 after buying an additional 98 shares in the last quarter. Maryland State Retirement & Pension System lifted its stake in shares of Palomar by 1.5% in the 2nd quarter. Maryland State Retirement & Pension System now owns 7,859 shares of the company’s stock worth $1,212,000 after acquiring an additional 113 shares during the period. Finally, Hollencrest Capital Management boosted its holdings in shares of Palomar by 56.5% in the second quarter. Hollencrest Capital Management now owns 313 shares of the company’s stock valued at $48,000 after acquiring an additional 113 shares in the last quarter. Institutional investors and hedge funds own 90.25% of the company’s stock.

Palomar News Summary

Here are the key news stories impacting Palomar this week:

• Positive Sentiment: Palomar completed the acquisition of The Gray Casualty & Surety Company and closed a $450 million credit facility — adds surety capability, diversifies product mix and provides balance‑sheet flexibility to support growth. Acquisition & Credit Facility
• Neutral Sentiment: Palomar scheduled Q4 and full‑year 2025 results for release after the close on Feb 11, 2026, with a conference call Feb 12 — an event that typically increases short‑term volatility as investors update reserve and underwriting assumptions. Earnings Release & Call
• Negative Sentiment: Heavy insider selling over Jan. 29–31 (CEO, President, CFO and multiple senior officers sold shares, including several transactions totaling hundreds to thousands of shares) — raises near‑term concern about insider liquidity and may pressure sentiment into earnings despite routine explanations (tax, diversification, or planning). Representative filings and coverage are here. Insider Sales Example

Palomar Stock Performance

NASDAQ PLMR opened at $121.89 on Wednesday. Palomar Holdings, Inc. has a 1 year low of $106.14 and a 1 year high of $175.85. The business’s fifty day moving average is $127.63 and its two-hundred day moving average is $123.45. The stock has a market capitalization of $3.23 billion, a P/E ratio of 19.02 and a beta of 0.44.

Palomar (NASDAQ:PLMR) last issued its earnings results on Thursday, November 6th. The company reported $2.01 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.56 by $0.45. The business had revenue of $244.66 million for the quarter, compared to analysts’ expectations of $207.98 million. Palomar had a return on equity of 21.93% and a net margin of 22.59%.During the same period in the previous year, the firm posted $1.23 EPS. On average, research analysts forecast that Palomar Holdings, Inc. will post 5.99 earnings per share for the current year.

Insider Buying and Selling

In other Palomar news, President Jon Christianson sold 1,991 shares of the business’s stock in a transaction dated Wednesday, January 28th. The stock was sold at an average price of $119.88, for a total transaction of $238,681.08. Following the sale, the president owned 62,985 shares in the company, valued at approximately $7,550,641.80. The trade was a 3.06% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Mac Armstrong sold 11,484 shares of the company’s stock in a transaction dated Wednesday, January 28th. The shares were sold at an average price of $119.88, for a total transaction of $1,376,701.92. Following the sale, the chief executive officer directly owned 91,737 shares of the company’s stock, valued at $10,997,431.56. This represents a 11.13% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 58,998 shares of company stock valued at $7,255,669. 3.70% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

PLMR has been the topic of several recent analyst reports. Weiss Ratings raised Palomar from a “hold (c+)” rating to a “buy (b-)” rating in a report on Wednesday, January 14th. Keefe, Bruyette & Woods lifted their price target on Palomar from $170.00 to $171.00 and gave the company an “outperform” rating in a research report on Tuesday, January 6th. Wall Street Zen raised Palomar from a “hold” rating to a “buy” rating in a research note on Saturday, January 10th. Finally, JPMorgan Chase & Co. raised their target price on Palomar from $145.00 to $155.00 and gave the company an “overweight” rating in a research note on Wednesday, January 7th. Six analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $159.50.

Palomar Company Profile

Palomar Holdings, Inc (NASDAQ: PLMR) is a specialty insurance holding company focused on providing medical stop-loss coverage and related administrative services to self-funded employer health plans in the United States. The firm operates through two primary business segments—Medical Stop-Loss and Specialty Program Management—to deliver tailored risk protection and comprehensive program administration.

In its Medical Stop-Loss segment, Palomar underwrites excess and aggregate stop-loss policies designed to shield self-insured employers from catastrophic medical claims that exceed pre-determined retention levels.