Neptune Insurance (NP)
Manages flood and parametric earthquake underwriting through a nationwide agency network.
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13F · 13D/G · Form 4
| Institutions | ≈ 48.89% | 67.09M shares | |
|---|---|---|---|
| 138 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 50.33% | 69.07M shares | |
| 4 holders · as of Jul 31, 2026 | |||
| Strategic holders | 8.60% | 11.80M shares | |
| 1 holder · as of Jul 31, 2026 | |||
| Adds to | 107.82% | ||
137.23M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Two share counts disagree (137.23M in the company's Sep 22, 2026 report, 93.80M elsewhere); stakes use the report.
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 107.82%; nothing is left for Other.
This company has 2 share classes; every stake here is a share of the whole company.
13F, as of Jun 30, 2026
138 holders · 67.09M shares · 52 new positions · 107 increased · 24 reduced · 13 closed
| Holder | Shares | % of company | Chg q/q | Filed |
|---|---|---|---|---|
| FTV Management Company, L.P. | 16.31M | 11.89% | −6.04M | Aug 14, 2026 |
| Bregal Sagemount Iv General Partner Jersey Ltd | 14.25M | 10.39% | −5.28M | Aug 14, 2026 |
| T. Rowe Price Investment Management, Inc. | 5.76M | 4.20% | +1.02M | Aug 14, 2026 |
| BlackRock, Inc. | 2.71M | 1.97% | +2.33M | Aug 7, 2026 |
| AllianceBernstein L.P. | 1.56M | 1.14% | +392.1K | Aug 14, 2026 |
| Vanguard Portfolio Management LLC | 1.54M | 1.13% | +832.3K | Aug 13, 2026 |
| Azora Capital LP | 1.47M | 1.07% | +513.5K | Aug 14, 2026 |
| Vanguard Capital Management LLC | 1.40M | 1.02% | +579.8K | Aug 13, 2026 |
13D/G · 5% or more, as filed
| Holder | % of class | Shares | Form | Filed |
|---|---|---|---|---|
| Trevor R. Burgess | 34.02% | 49.60M | 13G | Nov 14, 2025 |
| FTV Vii, L.P. | 23.63% | 22.35M | 13G | Nov 7, 2025 |
| BSIV Hold 101, LP | 20.65% | 19.53M | 13G | Nov 7, 2025 |
| Jonathan Carlon | 5.91% | 5.69M | 13G | Nov 14, 2025 |
| T. Rowe Price Investment Management, Inc. | 5.00% | 4.74M | 13G | May 15, 2026 |
Form 4
Latest trades
| Date | Insider | Type | Shares | Avg price | Owned after |
|---|---|---|---|---|---|
| Aug 13, 2026 | James Steinerdirector, officer: Chief Financial Officer | Sale | 57,012 | $31.71 | 4,284,715 |
| Aug 12, 2026 | James Steinerdirector, officer: Chief Financial Officer | Sale | 42,988 | $31.08 | 4,341,727 |
| Sep 14, 2026 | Jonathan Winant Carlondirector | Sale | 50,000 | $31.15 | 603,500 |
| Jul 29, 2026 | Vii L.p. Ftv10 percent owner | Sale | 1,867,840 | $33.22 | 14,442,941 |
| Jul 29, 2026 | BSIV Hold 101, LP10 percent owner | Sale | 1,632,160 | $33.22 | 12,620,558 |
| May 19, 2026 | Vii L.p. Ftv10 percent owner | Sale | 787,806 | $26.40 | 16,310,781 |
| May 15, 2026 | Vii L.p. Ftv10 percent owner | Sale | 5,252,044 | $26.40 | 17,098,587 |
| May 19, 2026 | BSIV Hold 101, LP10 percent owner | Sale | 688,403 | $26.40 | 14,252,718 |
| May 15, 2026 | BSIV Hold 101, LP10 percent owner | Sale | 4,589,351 | $26.40 | 14,941,121 |
| Mar 13, 2026 | Trevor R. Burgessdirector, 10 percent owner, officer: CEO & Chairman of the Board | Purchase | 50,000 | $18.71 | 2,082,964 |
House and Senate disclosures
Not reported.