Glück Conviction Score™ ⓘ
PLMR
Palomar Holdings, Inc.
Effektiv: Neutral
Mittel
Bedeutung der Einstufung ⓘ
Insider
0,0
Keine Insider-Käufe
Institutionell
53,1
48 neu, 127 erhöht, -409531K $ netto
Aktivist
14,9
Kein 13D/13G
Risikofreier Zins (T-Bills): 3,69% (Stand: 31.05.2026)
Score-Verlauf (90 Tage)
Farbzonen = Stärkestufen (Sehr schwach … Sehr stark). Exit-Score unter der Schwelle = Timing-Ausstieg. Komponenten per Legende einblenden.
Kursverlauf (12 Monate)
Technische Indikatoren
Technical-Score basiert auf 12 Indikatoren (Trend, Momentum, Volatilität, Position) mit fixen Gewichten — wird aktuell nur informativ angezeigt und fließt nicht in den Glück Conviction Score ein. Integration nach Backtest-Kalibrierung (P5).
| Indikator | Signal | Gewicht | Wert | Detail | Beitrag |
|---|---|---|---|---|---|
| Kurs vs SMA50 | Bärisch | 10 % | 117.72 | -2.4 % vs SMA50 | |
| Kurs vs SMA200 | Bärisch | 15 % | 121.41 | -5.4 % vs SMA200 | |
| SMA-Cross | Bärisch | 10 % | DEATH | vor 27 Tagen @ 111.73 | |
| EMA20 vs EMA50 | Bärisch | 5 % | 111.06 | EMA50: 115.03 | |
| MACD-Histogramm | Bullisch | 10 % | 1.324 | Bullisch | |
| RSI(14) | Neutral | 10 % | 55.1 | Neutral (30–70) | |
| Stoch %K(14) | Bärisch | 5 % | 87.0 | Überkauft | |
| ADX(14)+DI | Neutral | 10 % | 20.0 | +DI: 21.2 / −DI: 19.0 | |
| Z-Score(60) | Neutral | 5 % | -0.37 | In Range | |
| 52W-Position | Neutral | 5 % | 22.1 % | Hoch 162.30 / Tief 101.42 | |
| Bollinger(20,2σ) | Neutral | 5 % | 76.1 % | Upper 118.92 / Mid 110.40 / Lower 101.88 | |
| LinReg-Slope(60) | Bärisch | 10 % | -0.3223 | R²=0.44 / annualisiert -68.9 % |
Insider-Transaktionen (12 Monate) ⓘ
| Datum | Insider | Rolle | Typ | Stückzahl | Kurs | Wert (USD) | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| 2026-05-21 | Armstrong Mac | Director, Officer, CEO and Chairman | Open Market Sale | -2.172 | 114,67 | -249.061,72 | -161,1% | |
| 2026-05-21 | Armstrong Mac | Director, Officer, CEO and Chairman | Open Market Sale | -1.328 | 113,93 | -151.299,84 | -97,9% | |
| 2026-05-18 | Knutzen Jonathan | Officer, Chief Risk Officer | Open Market Sale | -281 | 115,26 | -32.388,06 | -20,9% | |
| 2026-05-18 | Christianson Jon | Officer, President | Open Market Sale | -522 | 115,26 | -60.165,72 | -38,9% | |
| 2026-05-18 | Uchida T Christopher | Officer, Chief Financial Officer | Open Market Sale | -783 | 115,26 | -90.248,58 | -58,4% | |
| 2026-04-21 | Armstrong Mac | Director, Officer, CEO and Chairman | Open Market Sale | -1.200 | 131,73 | -158.079,96 | -102,2% | |
| 2026-04-21 | Armstrong Mac | Director, Officer, CEO and Chairman | Open Market Sale | -1.622 | 129,91 | -210.706,23 | -136,3% | |
| 2026-04-21 | Armstrong Mac | Director, Officer, CEO and Chairman | Open Market Sale | -678 | 131,11 | -88.893,46 | -57,5% | |
| 2026-04-15 | Christianson Jon | Officer, President | Open Market Sale | -1.857 | 128,59 | -238.795,53 | -154,4% | |
| 2026-04-15 | Armstrong Mac | Director, Officer, CEO and Chairman | Open Market Sale | -3.197 | 129,46 | -413.883,62 | -267,7% | |
| 2026-04-15 | Christianson Jon | Officer, President | Open Market Sale | -80 | 129,33 | -10.346,66 | -6,7% | |
| 2026-04-07 | Christianson Jon | Officer, President | Open Market Sale | -3.000 | 125,00 | -375.000,00 | -242,5% | |
| 2026-04-07 | Christianson Jon | Officer, President | Open Market Sale | -3.000 | 125,00 | -375.000,00 | -242,5% | |
| 2026-03-23 | Armstrong Mac | Director, Officer, CEO and Chairman | Open Market Sale | -500 | 119,47 | -59.734,00 | -38,6% | |
| 2026-03-23 | Armstrong Mac | Director, Officer, CEO and Chairman | Open Market Sale | -1.622 | 120,78 | -195.898,19 | -126,7% | |
| 2026-03-23 | Armstrong Mac | Director, Officer, CEO and Chairman | Open Market Sale | -978 | 121,74 | -119.061,72 | -77,0% | |
| 2026-03-23 | Armstrong Mac | Director, Officer, CEO and Chairman | Open Market Sale | -400 | 118,33 | -47.333,60 | -30,6% | |
| 2026-02-18 | Uchida T Christopher | Officer, Chief Financial Officer | Open Market Sale | -783 | 128,04 | -100.255,32 | -64,8% | |
| 2026-02-18 | Knutzen Jonathan | Officer, Chief Risk Officer | Open Market Sale | -281 | 128,04 | -35.979,24 | -23,3% | |
| 2026-02-18 | Christianson Jon | Officer, President | Open Market Sale | -522 | 128,04 | -66.836,88 | -43,2% | |
| 2026-02-12 | Armstrong Mac | Director, Officer, CEO and Chairman | Open Market Sale | -246 | 121,32 | -29.845,34 | -19,3% | |
| 2026-02-12 | Armstrong Mac | Director, Officer, CEO and Chairman | Open Market Sale | -1.308 | 123,63 | -161.712,36 | -104,6% | |
| 2026-02-12 | Armstrong Mac | Director, Officer, CEO and Chairman | Open Market Sale | -1.100 | 119,42 | -131.366,95 | -85,0% | |
| 2026-02-12 | Armstrong Mac | Director, Officer, CEO and Chairman | Open Market Sale | -1.023 | 124,78 | -127.646,26 | -82,6% | |
| 2026-02-12 | Armstrong Mac | Director, Officer, CEO and Chairman | Open Market Sale | -500 | 120,57 | -60.287,00 | -39,0% | |
| 2026-02-12 | Armstrong Mac | Director, Officer, CEO and Chairman | Open Market Sale | -423 | 128,25 | -54.251,70 | -35,1% | |
| 2026-02-12 | Armstrong Mac | Director, Officer, CEO and Chairman | Open Market Sale | -300 | 117,58 | -35.273,01 | -22,8% | |
| 2026-02-12 | Armstrong Mac | Director, Officer, CEO and Chairman | Open Market Sale | -100 | 126,15 | -12.614,69 | -8,2% | |
| 2026-01-31 | Armstrong Mac | Director, Officer, CEO and Chairman | Open Market Sale | -2.205 | 121,74 | -268.444,86 | -173,6% | |
| 2026-01-31 | Uchida T Christopher | Officer, Chief Financial Officer | Open Market Sale | -545 | 121,74 | -66.350,64 | -42,9% | |
| 2026-01-31 | Grant Angela L. | Officer, Chief Legal Officer | Open Market Sale | -260 | 121,75 | -31.653,73 | -20,5% | |
| 2026-01-31 | Christianson Jon | Officer, President | Open Market Sale | -515 | 121,75 | -62.699,86 | -40,6% | |
| 2026-01-31 | Knutzen Jonathan | Officer, Chief Risk Officer | Open Market Sale | -290 | 121,74 | -35.305,62 | -22,8% | |
| 2026-01-29 | Uchida T Christopher | Officer, Chief Financial Officer | Open Market Sale | -815 | 122,04 | -99.465,45 | -64,3% | |
| 2026-01-29 | Uchida T Christopher | Officer, Chief Financial Officer | Open Market Sale | -511 | 122,04 | -62.363,62 | -40,3% | |
| 2026-01-29 | Knutzen Jonathan | Officer, Chief Risk Officer | Open Market Sale | -444 | 122,04 | -54.187,00 | -35,0% | |
| 2026-01-29 | Grant Angela L. | Officer, Chief Legal Officer | Open Market Sale | -365 | 122,04 | -44.546,02 | -28,8% | |
| 2026-01-29 | Armstrong Mac | Director, Officer, CEO and Chairman | Open Market Sale | -2.939 | 122,04 | -358.683,50 | -232,0% | |
| 2026-01-29 | Armstrong Mac | Director, Officer, CEO and Chairman | Open Market Sale | -2.460 | 122,04 | -300.226,27 | -194,2% | |
| 2026-01-29 | Christianson Jon | Officer, President | Open Market Sale | -677 | 122,04 | -82.622,98 | -53,4% | |
| 2026-01-29 | Christianson Jon | Officer, President | Open Market Sale | -481 | 122,04 | -58.702,68 | -38,0% | |
| 2026-01-29 | Grant Angela L. | Officer, Chief Legal Officer | Open Market Sale | -397 | 122,04 | -48.450,67 | -31,3% | |
| 2026-01-29 | Knutzen Jonathan | Officer, Chief Risk Officer | Open Market Sale | -381 | 122,04 | -46.498,00 | -30,1% | |
| 2026-01-29 | Herve Rodolphe | Officer, Chief Operating Officer | Open Market Sale | -425 | 122,04 | -51.868,06 | -33,5% | |
| 2026-01-29 | Carter Timothy | Officer, Chief People Officer | Open Market Sale | -254 | 122,04 | -30.998,54 | -20,0% | |
| 2026-01-28 | Armstrong Mac | Director, Officer, CEO and Chairman | Open Market Sale | -11.484 | 119,88 | -1.376.701,92 | -890,4% | |
| 2026-01-28 | Christianson Jon | Officer, President | Open Market Sale | -1.991 | 119,88 | -238.681,08 | -154,4% | |
| 2026-01-28 | Grant Angela L. | Officer, Chief Legal Officer | Open Market Sale | -1.447 | 119,88 | -173.466,36 | -112,2% | |
| 2026-01-28 | Uchida T Christopher | Officer, Chief Financial Officer | Open Market Sale | -2.103 | 119,88 | -252.107,64 | -163,1% | |
| 2026-01-28 | Knutzen Jonathan | Officer, Chief Risk Officer | Open Market Sale | -1.535 | 119,88 | -184.015,80 | -119,0% | |
| 2026-01-21 | Armstrong Mac | Director, Officer, CEO and Chairman | Open Market Sale | -2.256 | 129,75 | -292.721,19 | -189,3% | |
| 2026-01-21 | Armstrong Mac | Director, Officer, CEO and Chairman | Open Market Sale | -1.655 | 128,67 | -212.942,40 | -137,7% | |
| 2026-01-21 | Armstrong Mac | Director, Officer, CEO and Chairman | Open Market Sale | -1.048 | 127,84 | -133.978,31 | -86,7% | |
| 2026-01-21 | Armstrong Mac | Director, Officer, CEO and Chairman | Open Market Sale | -41 | 130,29 | -5.341,86 | -3,5% | |
| 2026-01-15 | Armstrong Mac | Director, Officer, CEO and Chairman | Open Market Sale | -2.310 | 130,00 | -300.300,00 | -194,2% | |
| 2025-12-23 | Christianson Jon | Officer, President | Open Market Sale | -200 | 139,50 | -27.900,00 | -18,0% | |
| 2025-12-23 | Christianson Jon | Officer, President | Open Market Sale | -1.291 | 139,50 | -180.094,50 | -116,5% | |
| 2025-12-23 | Christianson Jon | Officer, President | Open Market Sale | -100 | 139,50 | -13.950,00 | -9,0% | |
| 2025-12-22 | Armstrong Mac | Director, Officer, CEO and Chairman | Open Market Sale | -800 | 135,04 | -108.030,00 | -69,9% | |
| 2025-12-22 | Armstrong Mac | Director, Officer, CEO and Chairman | Open Market Sale | -2.432 | 135,95 | -330.628,21 | -213,8% | |
| 2025-12-22 | Armstrong Mac | Director, Officer, CEO and Chairman | Open Market Sale | -1.757 | 137,15 | -240.966,75 | -155,8% | |
| 2025-12-22 | Armstrong Mac | Director, Officer, CEO and Chairman | Open Market Sale | -11 | 137,64 | -1.514,04 | -1,0% | |
| 2025-11-21 | Armstrong Mac | Director, Officer, CEO and Chairman | Open Market Sale | -700 | 121,87 | -85.306,90 | -55,2% | |
| 2025-11-21 | Armstrong Mac | Director, Officer, CEO and Chairman | Open Market Sale | -3.124 | 123,01 | -384.296,05 | -248,5% | |
| 2025-11-21 | Armstrong Mac | Director, Officer, CEO and Chairman | Open Market Sale | -876 | 123,98 | -108.604,90 | -70,2% | |
| 2025-11-21 | Armstrong Mac | Director, Officer, CEO and Chairman | Open Market Sale | -300 | 120,34 | -36.103,02 | -23,4% | |
| 2025-11-18 | Knutzen Jonathan | Officer, Chief Risk Officer | Open Market Sale | -281 | 128,84 | -36.204,04 | -23,4% | |
| 2025-11-18 | Uchida T Christopher | Officer, Chief Financial Officer | Open Market Sale | -782 | 128,84 | -100.752,88 | -65,2% | |
| 2025-11-18 | Christianson Jon | Officer, President | Open Market Sale | -522 | 128,84 | -67.254,48 | -43,5% | |
| 2025-10-21 | Armstrong Mac | Director, Officer, CEO and Chairman | Open Market Sale | -63 | 113,10 | -7.125,30 | -4,6% | |
| 2025-10-21 | Armstrong Mac | Director, Officer, CEO and Chairman | Open Market Sale | -2.900 | 115,62 | -335.284,08 | -216,8% | |
| 2025-10-21 | Armstrong Mac | Director, Officer, CEO and Chairman | Open Market Sale | -2.037 | 114,94 | -234.125,45 | -151,4% | |
| 2025-10-15 | Armstrong Mac | Director, Officer, CEO and Chairman | Open Market Sale | -3.218 | 116,10 | -373.623,32 | -241,6% | |
| 2025-09-22 | Armstrong Mac | Director, Officer, CEO and Chairman | Open Market Sale | -2.700 | 116,42 | -314.341,56 | -203,3% | |
| 2025-09-22 | Armstrong Mac | Director, Officer, CEO and Chairman | Open Market Sale | -2.300 | 115,54 | -265.749,13 | -171,9% | |
| 2025-08-21 | Armstrong Mac | Director, Officer, CEO and Chairman | Open Market Sale | -1.000 | 126,09 | -126.092,00 | -81,6% | |
| 2025-08-21 | Armstrong Mac | Director, Officer, CEO and Chairman | Open Market Sale | -600 | 125,13 | -75.076,56 | -48,6% | |
| 2025-08-21 | Armstrong Mac | Director, Officer, CEO and Chairman | Open Market Sale | -3.400 | 126,95 | -431.646,66 | -279,2% | |
| 2025-08-20 | Uchida T Christopher | Officer, Chief Financial Officer | Open Market Sale | -500 | 121,59 | -60.795,00 | -39,3% | |
| 2025-08-19 | Taketa Richard H | Director | Open Market Purchase | 500 | 120,76 | 60.380,00 | +39,1% | |
| 2025-08-18 | Taketa Richard H | Director | Open Market Purchase | 500 | 121,14 | 60.570,00 | +39,2% | |
| 2025-08-18 | Knutzen Jonathan | Officer, Chief Risk Officer | Open Market Sale | -281 | 120,13 | -33.756,53 | -21,8% | |
| 2025-08-18 | Uchida T Christopher | Officer, Chief Financial Officer | Open Market Sale | -782 | 120,13 | -93.941,66 | -60,8% | |
| 2025-08-18 | Christianson Jon | Officer, President | Open Market Sale | -521 | 120,13 | -62.587,73 | -40,5% | |
| 2025-08-07 | Notaras Martha | Director | Open Market Purchase | 100 | 119,92 | 11.991,50 | +7,8% | |
| 2025-07-31 | Herve Rodolphe | Officer, Chief Operating Officer | Open Market Sale | -733 | 130,10 | -95.363,30 | -61,7% | |
| 2025-07-31 | Herve Rodolphe | Officer, Chief Operating Officer | Open Market Sale | -397 | 130,10 | -51.649,70 | -33,4% | |
| 2025-07-21 | Armstrong Mac | Director, Officer, CEO and Chairman | Open Market Sale | -498 | 138,85 | -69.148,00 | -44,7% | |
| 2025-07-21 | Armstrong Mac | Director, Officer, CEO and Chairman | Open Market Sale | -2.099 | 140,00 | -293.870,29 | -190,1% | |
| 2025-07-21 | Armstrong Mac | Director, Officer, CEO and Chairman | Open Market Sale | -1.701 | 141,32 | -240.382,77 | -155,5% | |
| 2025-07-21 | Armstrong Mac | Director, Officer, CEO and Chairman | Open Market Sale | -602 | 137,75 | -82.927,49 | -53,6% | |
| 2025-07-21 | Armstrong Mac | Director, Officer, CEO and Chairman | Open Market Sale | -100 | 141,77 | -14.177,00 | -9,2% | |
| 2025-07-16 | Uchida T Christopher | Officer, Chief Financial Officer | Open Market Sale | -500 | 143,10 | -71.550,00 | -46,3% | |
| 2025-07-15 | Armstrong Mac | Director, Officer, CEO and Chairman | Open Market Sale | -3.191 | 143,10 | -456.632,10 | -295,3% | |
| 2025-06-28 | Carter Timothy | Officer, Chief People Officer | Open Market Sale | -295 | 153,65 | -45.326,75 | -29,3% | |
| 2025-06-28 | Carter Timothy | Officer, Chief People Officer | Open Market Sale | -178 | 153,65 | -27.349,70 | -17,7% | |
| 2025-06-23 | Armstrong Mac | Director, Officer, CEO and Chairman | Open Market Sale | -5.000 | 158,14 | -790.694,50 | -511,4% | |
| 2025-06-18 | Uchida T Christopher | Officer, Chief Financial Officer | Open Market Sale | -500 | 158,69 | -79.345,00 | -51,3% |
Fondsaktivität (Vorquartalsvergleich) ⓘ
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | 4.385.138 | 4.403.417 | -18.279 | 524.023.998 | Reduziert | -0,4% | |
| VANGUARD GROUP INC | 2.698.278 | 0 | 2.698.278 | 363.619.943 | Neu | +100,0% | |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.198.537 | 0 | 1.198.537 | 143.225.172 | Neu | +100,0% | |
| STATE STREET CORP | 1.062.288 | 1.061.350 | 938 | 126.943.416 | Aufgestockt | +0,1% | |
| JANUS HENDERSON GROUP PLC | 933.993 | 795.625 | 138.368 | 111.663.677 | Aufgestockt | +17,4% | |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 854.116 | 840.226 | 13.890 | 102.066.862 | Aufgestockt | +1,7% | |
| Sumitomo Mitsui Trust Group, Inc. | 716.335 | 785.165 | -68.830 | 85.602.033 | Reduziert | -8,8% | |
| Stephens Investment Management Group LLC | 714.914 | 694.317 | 20.597 | 85.432.223 | Aufgestockt | +3,0% | |
| GEODE CAPITAL MANAGEMENT, LLC | 683.014 | 661.900 | 21.114 | 81.635.862 | Aufgestockt | +3,2% | |
| DIMENSIONAL FUND ADVISORS LP | 653.026 | 629.447 | 23.579 | 78.036.938 | Aufgestockt | +3,7% | |
| AMERICAN CENTURY COMPANIES INC | 585.710 | 459.009 | 126.701 | 69.992.396 | Aufgestockt | +27,6% | |
| Invesco Ltd. | 499.287 | 677.937 | -178.650 | 59.664.799 | Reduziert | -26,4% | |
| Freestone Grove Partners LP | 476.484 | 240.887 | 235.597 | 56.939.838 | Aufgestockt | +97,8% | |
| Hood River Capital Management LLC | 426.046 | 0 | 426.046 | 50.912.497 | Neu | +100,0% | |
| Champlain Investment Partners, LLC | 326.948 | 332.544 | -5.596 | 39.070.286 | Reduziert | -1,7% | |
| CITADEL ADVISORS LLC | 320.932 | 131.387 | 189.545 | 38.351.374 | Aufgestockt | +144,3% | |
| VOYA INVESTMENT MANAGEMENT LLC | 320.450 | 239.602 | 80.848 | 38.293.776 | Aufgestockt | +33,7% | |
| FEDERATED HERMES, INC. | 308.753 | 328.415 | -19.662 | 36.895.985 | Reduziert | -6,0% | |
| GOLDMAN SACHS GROUP INC | 301.523 | 247.207 | 54.316 | 36.031.999 | Aufgestockt | +22,0% | |
| EMERALD ADVISERS, LLC | 298.359 | 301.964 | -3.605 | 35.653.901 | Reduziert | -1,2% | |
| NORTHERN TRUST CORP | 287.711 | 281.742 | 5.969 | 34.381.466 | Aufgestockt | +2,1% | |
| Artemis Investment Management LLP | 274.614 | 212.279 | 62.335 | 32.816.373 | Aufgestockt | +29,4% | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 255.994 | 260.938 | -4.944 | 30.591.283 | Reduziert | -1,9% | |
| VILLERE ST DENIS J & CO LLC | 246.543 | 260.362 | -13.819 | 29.461.888 | Reduziert | -5,3% | |
| Qube Research & Technologies Ltd | 240.387 | 117.467 | 122.920 | 28.726.247 | Aufgestockt | +104,6% | |
| GENEVA CAPITAL MANAGEMENT LLC | 214.658 | 231.499 | -16.841 | 25.651.650 | Reduziert | -7,3% | |
| MORGAN STANLEY | 209.251 | 259.484 | -50.233 | 25.005.596 | Reduziert | -19,4% | |
| Empowered Funds, LLC | 195.118 | 0 | 195.118 | 23.316.601 | Neu | +100,0% | |
| DANSKE BANK A/S | 193.781 | 138.295 | 55.486 | 23.156.830 | Aufgestockt | +40,1% | |
| EMERALD MUTUAL FUND ADVISERS TRUST | 163.270 | 161.717 | 1.553 | 19.510.765 | Aufgestockt | +1,0% | |
| BNP Paribas Asset Management Holding S.A. | 160.677 | 187.345 | -26.668 | 19.200.902 | Reduziert | -14,2% | |
| Clark Capital Management Group, Inc. | 157.274 | 113.942 | 43.332 | 18.794.244 | Aufgestockt | +38,0% | |
| Point72 Asset Management, L.P. | 148.578 | 202.220 | -53.642 | 17.755.071 | Reduziert | -26,5% | |
| BANK OF AMERICA CORP /DE/ | 146.570 | 144.877 | 1.693 | 17.515.116 | Aufgestockt | +1,2% | |
| Nuveen, LLC | 145.372 | 157.801 | -12.429 | 17.371.954 | Reduziert | -7,9% | |
| BALYASNY ASSET MANAGEMENT L.P. | 141.838 | 308.734 | -166.896 | 16.949.641 | Reduziert | -54,1% | |
| PRINCIPAL FINANCIAL GROUP INC | 129.573 | 207.703 | -78.130 | 15.483.974 | Reduziert | -37,6% | |
| BARCLAYS PLC | 115.631 | 149.826 | -34.195 | 13.817.907 | Reduziert | -22,8% | |
| Woodline Partners LP | 104.218 | 126.146 | -21.928 | 12.454.051 | Reduziert | -17,4% | |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 103.121 | 86.540 | 16.581 | 12.322.960 | Aufgestockt | +19,2% | |
| BLAIR WILLIAM & CO/IL | 101.428 | 127.421 | -25.993 | 12.120.646 | Reduziert | -20,4% | |
| JPMORGAN CHASE & CO | 86.809 | 0 | 86.809 | 11.698.437 | Neu | +100,0% | |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 94.830 | 91.708 | 3.122 | 11.332.185 | Aufgestockt | +3,4% | |
| SEI INVESTMENTS CO | 93.157 | 54.240 | 38.917 | 11.132.824 | Aufgestockt | +71,7% | |
| STATE OF WISCONSIN INVESTMENT BOARD | 90.225 | 97.826 | -7.601 | 10.781.888 | Reduziert | -7,8% | |
| RENAISSANCE GROUP LLC | 89.462 | 66.895 | 22.567 | 10.690.709 | Aufgestockt | +33,7% | |
| UBS Group AG | 86.709 | 28.373 | 58.336 | 10.361.727 | Aufgestockt | +205,6% | |
| FRED ALGER MANAGEMENT, LLC | 84.207 | 176.316 | -92.109 | 10.062.737 | Reduziert | -52,2% | |
| AustralianSuper Pty Ltd | 79.418 | 241.510 | -162.092 | 9.490.451 | Reduziert | -67,1% | |
| PEREGRINE CAPITAL MANAGEMENT LLC | 71.826 | 74.906 | -3.080 | 8.583.207 | Reduziert | -4,1% |
Top-Fondshalter (Stand: 31.03.2026) ⓘ
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) |
|---|---|---|---|---|---|
| BlackRock, Inc. | 4.385.138 | 4.403.417 | -0,4% | 524.023.998 | 19,97 |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.198.537 | 0 | +100,0% | 143.225.172 | 5,46 |
| STATE STREET CORP | 1.062.288 | 1.061.350 | +0,1% | 126.943.416 | 4,84 |
| JANUS HENDERSON GROUP PLC | 933.993 | 795.625 | +17,4% | 111.663.677 | 4,26 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 854.116 | 840.226 | +1,7% | 102.066.862 | 3,89 |
| Sumitomo Mitsui Trust Group, Inc. | 716.335 | 785.165 | -8,8% | 85.602.033 | 3,26 |
| Stephens Investment Management Group LLC | 714.914 | 694.317 | +3,0% | 85.432.223 | 3,26 |
| GEODE CAPITAL MANAGEMENT, LLC | 683.014 | 661.900 | +3,2% | 81.635.862 | 3,11 |
| DIMENSIONAL FUND ADVISORS LP | 653.026 | 629.447 | +3,7% | 78.036.938 | 2,97 |
| AMERICAN CENTURY COMPANIES INC | 585.710 | 459.009 | +27,6% | 69.992.396 | 2,67 |
| Invesco Ltd. | 499.287 | 677.937 | -26,4% | 59.664.799 | 2,27 |
| Freestone Grove Partners LP | 476.484 | 240.887 | +97,8% | 56.939.838 | 2,17 |
| Hood River Capital Management LLC | 426.046 | 0 | +100,0% | 50.912.497 | 1,94 |
| Champlain Investment Partners, LLC | 326.948 | 332.544 | -1,7% | 39.070.286 | 1,49 |
| CITADEL ADVISORS LLC | 320.932 | 131.387 | +144,3% | 38.351.374 | 1,46 |
| VOYA INVESTMENT MANAGEMENT LLC | 320.450 | 239.602 | +33,7% | 38.293.776 | 1,46 |
| FEDERATED HERMES, INC. | 308.753 | 328.415 | -6,0% | 36.895.985 | 1,41 |
| GOLDMAN SACHS GROUP INC | 301.523 | 247.207 | +22,0% | 36.031.999 | 1,37 |
| EMERALD ADVISERS, LLC | 298.359 | 301.964 | -1,2% | 35.653.901 | 1,36 |
| NORTHERN TRUST CORP | 287.711 | 281.742 | +2,1% | 34.381.466 | 1,31 |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 31.03.2026 | ✓ | 336 | 26,5 | 3.064 |
| 31.12.2025 | ✓ | 335 | 24,3 | 3.104 |
| 30.09.2025 | ✓ | 350 | 24,7 | 2.720 |
| 30.06.2025 | ✓ | 380 | 24,8 | 5.241 |
| 31.03.2025 | ✓ | 328 | 25,5 | 5.233 |
| 31.12.2024 | ✓ | 270 | 24,5 | 4.657 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) ⓘ |
|---|---|---|
| OSTERWEIS CAPITAL MANAGEMENT INC | 57.510 | 7.750.048 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 26.488 | 3.569.523 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 20.718 | 2.792.000 |
| Moran Wealth Management, LLC | 18.353 | 2.473.250 |
| Calamos Advisors LLC | 17.396 | 2.344.285 |
| Aubrey Capital Management Ltd | 17.200 | 2.318.412 |
| ExodusPoint Capital Management, LP | 11.135 | 1.500.553 |
| MACKENZIE FINANCIAL CORP | 6.341 | 853.845 |
| Laurion Capital Management LP | 5.428 | 731.477 |
| VARCOV Co. | 4.128 | 556.289 |
Top 10 Aufstocker
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| JANUS HENDERSON GROUP PLC | 795.625 | 568.360 | +250.1 % | 107.236.563 |
| Sumitomo Mitsui Trust Group, Inc. | 785.165 | 328.993 | +72.1 % | 105.808.835 |
| VOYA INVESTMENT MANAGEMENT LLC | 239.602 | 234.812 | +4902.1 % | 32.288.765 |
| BALYASNY ASSET MANAGEMENT L.P. | 308.734 | 229.681 | +290.5 % | 41.604.994 |
| Stephens Investment Management Group LLC | 694.317 | 114.859 | +19.8 % | 93.566.159 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 840.226 | 101.698 | +13.8 % | 113.228.856 |
| BlackRock, Inc. | 4.403.417 | 101.471 | +2.4 % | 593.404.474 |
| VANGUARD GROUP INC | 2.698.278 | 67.038 | +2.5 % | 363.619.943 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 86.540 | 66.117 | +323.7 % | 11.662.130 |
| DANSKE BANK A/S | 138.295 | 56.898 | +69.9 % | 18.636.635 |
Top 10 Verkäufer
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | 131.898 | -142.506 | -51.9 % | 17.775 |
| AMERIPRISE FINANCIAL INC | 69.312 | -127.337 | -64.8 % | 9.340.507 |
| Qube Research & Technologies Ltd | 117.467 | -126.668 | -51.9 % | 15.829.853 |
| MILLENNIUM MANAGEMENT LLC | 24.804 | -120.150 | -82.9 % | 3.342.587 |
| JANE STREET GROUP, LLC | 1.900 | -84.805 | -97.8 % | 256.044 |
| Champlain Investment Partners, LLC | 332.544 | -76.202 | -18.6 % | 44.813.629 |
| UBS Group AG | 28.373 | -69.952 | -71.1 % | 3.823.545 |
| VICTORY CAPITAL MANAGEMENT INC | 36.570 | -66.381 | -64.5 % | 4.928.173 |
| Trexquant Investment LP | 26.098 | -65.593 | -71.5 % | 3.516.966 |
| Man Group plc | 73.640 | -65.542 | -47.1 % | 9.923.726 |
Aktivisten & Großaktionäre (13D/13G) ⓘ
| Datum | Investor | Typ | Anteil | Aktien | Δ | Zweck |
|---|---|---|---|---|---|---|
| 30.04.2026 | Vanguard Capital Management | Passiv (13G) | 5,25 % | 1.401.561 | Neu | |
| 27.03.2026 | The Vanguard Group | Passiv (13G/A) | Ausstieg | 0 | -10,18 pp | |
| 07.01.2026 | The Vanguard Group | Passiv (13G/A) | 10,18 % | 2.698.278 | +0,63 pp | |
| 29.04.2025 | BlackRock, Inc. | Passiv (13G/A) | 14,70 % | 3.919.925 | Neu | |
| 12.11.2024 | Champlain Investment Partners, LLC | Passiv (13G) | 4,50 % | 1.190.810 | -0,64 pp | |
| 13.02.2024 | Champlain Investment Partners, LLC | Passiv (13G) | 5,14 % | 1.271.180 | Neu | |
| 13.02.2024 | The Vanguard Group | Passiv (13G/A) | 9,55 % | 2.363.067 | +0,53 pp | |
| 22.01.2024 | . BlackRock, Inc. | Passiv (13G/A) | 16,20 % | 4.015.733 | +0,90 pp | |
| 10.02.2023 | Amundi | Passiv (13G/A) | 0,00 % | 914 | -5,50 pp | |
| 10.02.2023 | Amundi Asset Management | Passiv (13G/A) | 0,00 % | 914 | -5,50 pp | |
| 09.02.2023 | The Vanguard Group | Passiv (13G/A) | 9,02 % | 2.276.208 | +0,83 pp | |
| 23.01.2023 | . BlackRock, Inc. | Passiv (13G/A) | 15,30 % | 3.868.622 | +1,10 pp | |
| 14.02.2022 | Amundi Asset Management | Passiv (13G/A) | 5,50 % | 1.393.097 | +0,50 pp | |
| 14.02.2022 | Amundi | Passiv (13G/A) | 5,50 % | 1.393.097 | +0,50 pp | |
| 10.02.2022 | The Vanguard Group | Passiv (13G/A) | 8,19 % | 2.081.452 | +0,91 pp | |
| 27.01.2022 | . BlackRock, Inc. | Passiv (13G/A) | 14,20 % | 3.601.274 | 0,00 pp | |
| 26.01.2022 | . BlackRock, Inc. | Passiv (13G/A) | 14,20 % | 3.601.274 | +1,80 pp |
Stammdaten
Palomar Holdings, Inc., ein Versicherungs-Holdingunternehmen, bietet Spezial-Sachversicherungen für Wohn- und Geschäftskunden an. Das Unternehmen bietet persönliche und kommerzielle Spezial-Sachversicherungsprodukte an, einschließlich privater und gewerblicher Erdbebenversicherung, gewerblicher Allrisiko-, Spezial-Eigenheim-, Binnenversicherung, Hawaii-Hurrikan- und privater Hochwasserversicherung sowie andere Produkte wie übernommene Rückversicherung, gewerbliche Hochwasserversicherung, Realitätenmaklerhaftpflicht- und Realitäteninvestorenprodukte. Es vermarktet und vertreibt seine Produkte über Einzelhandelsagenten, Großhandelsmakler, Programmverwaltungen und Maklerpartnerschaften. Das Unternehmen war früher unter dem Namen GC Palomar Holdings bekannt. Palomar Holdings, Inc. wurde 2013 gegründet und hat seinen Sitz in La Jolla, Kalifornien.
Unternehmen & Branche
| Name | Palomar Holdings, Inc. |
|---|---|
| Ticker | PLMR |
| CIK | 0001761312 |
| Boerse | Nasdaq |
| Sektor | Financial Services |
| Industrie | Insurance - Property & Casualty |
| SIC | 6331 · Fire, Marine & Casualty Insurance |
Wertpapier & Kennzahlen
| CUSIP | 69753m105 |
|---|---|
| ISIN | US69753M1053 |
| Typ | Common Stock |
| Marktkapitalisierung | 3,05 Mrd. USD |
| KGV (P/E) | 16,06 |
| Beta | 0,50 |
Bewertung
| KBV (P/B) | 3,24 vs. 4,18 (2021) ▼ |
|---|---|
| KUV (P/S) | 3,49 vs. 6,65 (2021) ▼ |
| FCF-Rendite | 13,4 % vs. 5,3 % (2021) ▲ |
| Buyback-Rendite | 1,2 % vs. 1,0 % (2021) ▲ |
Qualität & Bilanz
| Nettomarge | 22,5 % vs. 18,5 % (2021) ▲ |
|---|---|
| ROIC | 20,9 % vs. 11,6 % (2021) ▲ |
Basis: SEC-XBRL-Jahresabschluss bis 31.12.2025, Multiples mit aktueller Marktkapitalisierung (trailing), Vergleich: GJ bis 2021. Kennzahlen erklärt →
Kennzahlen-Historie (5 Jahre) – Tabelle & Verlauf
| Kennzahl | 2021 | 2022 | 2023 | 2024 | 2025 | Verlauf |
|---|---|---|---|---|---|---|
| Bewertung | ||||||
| KBV (P/B) | 4,18 | 2,94 | 2,92 | 3,84 | 3,79 | |
| KUV (P/S) | 6,65 | 3,46 | 3,66 | 5,06 | 4,08 | |
| FCF-Rendite | 5,3 % | 15,0 % | 8,4 % | 9,3 % | 11,4 % | |
| Buyback-Rendite | 1,0 % | 3,0 % | 1,6 % | 0,0 % | 1,0 % | |
| Qualität & Bilanz | ||||||
| Nettomarge | 18,5 % | 15,9 % | 21,1 % | 21,2 % | 22,5 % | |
| ROIC | 11,6 % | 13,6 % | 16,8 % | 16,1 % | 20,9 % | |
Basis: SEC-XBRL-Jahresabschlüsse, Multiples je Geschäftsjahr mit Marktkapitalisierung zum Bilanzstichtag (point-in-time).
Externe Quelle:
SEC EDGAR »
Externe Links: Yahoo Finance » · OnVista »
Finanzkennzahlen (SEC XBRL) ⓘ
| Periode | Filing | Umsatz | Nettoergebnis | EPS | Aktiva | Eigenkapital |
|---|---|---|---|---|---|---|
| 2026-03-31 | 10-Q | 278.938.000 | 42.947.000 | 1,57 | 3.612.331.000 | 959.039.000 |
| 2025-12-31 | 10-K | 875.967.000 | 197.070.000 | 7,17 | 3.050.967.000 | 942.667.000 |
| 2025-09-30 | 10-Q | 244.660.000 | 51.455.000 | 1,87 | 2.943.546.000 | 878.110.000 |
| 2025-06-30 | 10-Q | 203.311.000 | 46.528.000 | 1,68 | 2.832.491.000 | 847.197.000 |
| 2025-03-31 | 10-Q | 174.633.000 | 42.922.000 | 1,57 | 2.426.510.000 | 790.449.000 |
| 2024-12-31 | 10-K | 553.863.000 | 117.573.000 | 4,48 | 2.262.220.000 | 729.030.000 |
| 2024-09-30 | 10-Q | 148.503.000 | 30.497.000 | 1,15 | 2.276.011.000 | 703.313.000 |
| 2024-06-30 | 10-Q | 131.069.000 | 25.729.000 | 1,00 | 2.016.049.000 | 532.606.000 |
| 2024-03-31 | 10-Q | 118.535.000 | 26.382.000 | 1,04 | 1.884.684.000 | 501.658.000 |
| 2023-12-31 | 10-K | 375.926.000 | 79.201.000 | 3,13 | 1.708.022.000 | 471.252.000 |
| 2023-09-30 | 10-Q | 90.935.000 | 18.432.000 | 0,73 | 1.626.334.000 | 421.334.000 |
| 2023-06-30 | 10-Q | 90.396.000 | 17.562.000 | 0,69 | 1.546.307.000 | 413.708.000 |
| 2023-03-31 | 10-Q | 89.202.000 | 17.313.000 | 0,68 | 1.440.990.000 | 404.649.000 |
| 2022-12-31 | 10-K | 327.086.000 | 52.170.000 | 2,02 | 1.306.450.000 | 384.754.000 |
| 2022-09-30 | 10-Q | 80.692.000 | 4.286.000 | 0,17 | 1.216.466.000 | 367.845.000 |
| 2022-06-30 | 10-Q | 79.660.000 | 14.589.000 | 0,57 | 1.051.141.000 | 378.065.000 |
| 2022-03-31 | 10-Q | 78.110.000 | 14.537.000 | 0,56 | 957.428.000 | 380.400.000 |
| 2021-12-31 | 10-K | 247.791.000 | 45.847.000 | 1,76 | 925.734.000 | 394.169.000 |
| 2021-09-30 | 10-Q | 67.661.000 | 246.000 | 0,01 | 876.808.000 | 377.777.000 |
| 2021-06-30 | 10-Q | 57.715.000 | 12.340.000 | 0,47 | 829.656.000 | 376.745.000 |
Quartalsergebnisse (Earnings) ⓘ
| Quartal | Stichtag | Verkündet | Umsatz | EPS |
|---|---|---|---|---|
| Q1 2026 | 31.03.2026 | 08.05.2026 | 278,9 Mio. USD | 1,57 |
| Q3 2025 | 30.09.2025 | 07.11.2025 | 244,7 Mio. USD | 1,87 |
| Q2 2025 | 30.06.2025 | 07.11.2025 | 203,3 Mio. USD | 1,68 |
| Q1 2025 | 31.03.2025 | 08.05.2026 | 174,6 Mio. USD | 1,57 |
| Q3 2024 | 30.09.2024 | 07.11.2025 | 148,5 Mio. USD | 1,15 |
| Q2 2024 | 30.06.2024 | 07.11.2025 | 131,1 Mio. USD | 1,00 |
| Q1 2024 | 31.03.2024 | 07.11.2025 | 118,5 Mio. USD | 1,04 |
| Q3 2023 | 30.09.2023 | 06.11.2024 | 90,9 Mio. USD | 0,73 |
| Q2 2023 | 30.06.2023 | 06.11.2024 | 90,4 Mio. USD | 0,69 |
Einreichungs-Historie (10-K / 10-Q)
SEC-Einreichungs-Historie der Quartalsberichte (10-Q) und Jahresberichte
(10-K) der letzten sechs Jahre. Die Spalte „Verzögerung" zeigt die
Tage zwischen Berichtsstichtag und tatsächlicher Einreichung.
Suffix /A kennzeichnet nachträgliche Berichtigungen.
| Eingereicht | Form | Berichtsperiode | Verzögerung | |
|---|---|---|---|---|
| 08.05.2026 | 10-Q | 31.03.2026 | 38 Tage | SEC » |
| 24.02.2026 | 10-K | 31.12.2025 | 55 Tage | SEC » |
| 07.11.2025 | 10-Q | 30.09.2025 | 38 Tage | SEC » |
| 05.08.2025 | 10-Q | 30.06.2025 | 36 Tage | SEC » |
| 06.05.2025 | 10-Q | 31.03.2025 | 36 Tage | SEC » |
| 25.02.2025 | 10-K | 31.12.2024 | 56 Tage | SEC » |
| 06.11.2024 | 10-Q | 30.09.2024 | 37 Tage | SEC » |
| 06.08.2024 | 10-Q | 30.06.2024 | 37 Tage | SEC » |
| 03.05.2024 | 10-Q | 31.03.2024 | 33 Tage | SEC » |
| 23.02.2024 | 10-K | 31.12.2023 | 54 Tage | SEC » |
| 02.11.2023 | 10-Q | 30.09.2023 | 33 Tage | SEC » |
| 03.08.2023 | 10-Q | 30.06.2023 | 34 Tage | SEC » |
| 08.05.2023 | 10-Q | 31.03.2023 | 38 Tage | SEC » |
| 01.03.2023 | 10-K | 31.12.2022 | 60 Tage | SEC » |
| 03.11.2022 | 10-Q | 30.09.2022 | 34 Tage | SEC » |
| 04.08.2022 | 10-Q | 30.06.2022 | 35 Tage | SEC » |
| 05.05.2022 | 10-Q | 31.03.2022 | 35 Tage | SEC » |
| 25.02.2022 | 10-K | 31.12.2021 | 56 Tage | SEC » |
| 05.11.2021 | 10-Q | 30.09.2021 | 36 Tage | SEC » |
| 06.08.2021 | 10-Q | 30.06.2021 | 37 Tage | SEC » |
| 07.05.2021 | 10-Q | 31.03.2021 | 37 Tage | SEC » |
| 09.03.2021 | 10-K | 31.12.2020 | 68 Tage | SEC » |
| 13.11.2020 | 10-Q | 30.09.2020 | 44 Tage | SEC » |
| 05.08.2020 | 10-Q | 30.06.2020 | 36 Tage | SEC » |
Kritische 8-K Meldungen ⓘ
WARNUNG: Kritische 8-K-Meldung(en)
HOCH Abgang Schlüsselpersonen (26.05.2026)
HOCH Abgang Schlüsselpersonen (26.05.2026)
| Datum | Meldung | Schwere | Filing | Auszug |
|---|---|---|---|---|
| 26.05.2026 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 30.12.2024 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 20.06.2024 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 01.03.2024 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 26.01.2024 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 04.11.2021 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 28.09.2021 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 26.07.2021 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 24.05.2021 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 06.04.2021 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 01.09.2020 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 15.06.2020 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02. Departure of Directors or Certain Officers. Resignation of Director On June 15, 2020, James Ryan Clark… |
| 13.02.2020 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |