Neptune Insurance Holdings Inc.
NP- Exchange
- NYSE
- Industry
- Insurance Agents, Brokers & Service
- SEC CIK
- 0002067129
In the last 90 days, Neptune Insurance Holdings Inc. insiders filed 0 open-market purchases and 10 sales; 136 institutions reported holding it in 13F filings for Q2 2026, worth $2.10B in total; Soros Fund Management is the only superinvestor holding it.
Holders of 5% or more of NP
Holders whose latest Schedule 13D or 13G filing reports 5% or more of Neptune Insurance Holdings Inc., largest stake first. The change is against the holder's previous filing.
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| Burgess Trevor R | 13G | 34.02%49.6M shares | New | Nov 14, 20251 filing | Nov 14, 2025 | SEC |
| FTV VII, L.P. | 13G/A | 17.19%16.3M shares | −6.44 ppfrom 23.63% | Nov 7, 20252 filings | Aug 14, 2026 | SEC |
| BSIV Hold 101, LP | 13G/A | 15.02%14.3M shares | −5.63 ppfrom 20.65% | Nov 7, 20252 filings | Aug 13, 2026 | SEC |
| T. Rowe Price Investment Management, Inc. | 13G/A | 6.10%5.76M shares | +1.10 ppfrom 5.00% | May 15, 20262 filings | Aug 14, 2026 | SEC |
| Carlon Jonathan Winant | 13G | 5.91%5.68M shares | New | Nov 14, 20251 filing | Nov 14, 2025 | SEC |
Stakes are as of each holder's latest filing. Holders whose last filing was in the old format (before December 18, 2024) have no stake on record and are not listed, and after an acquisition or delisting holders usually stop filing.
13D and 13G filings
8 Schedule 13D and 13G filings on Neptune Insurance Holdings Inc., newest first, including old-format filings without a stake.
| Filed (ET) | Filer | Form | Stake | Change | Event date | Filing |
|---|---|---|---|---|---|---|
| Aug 14, 20264:10 PM ET | FTV VII, L.P.and 3 others | 13G/A | 17.19%16.3M shares | −6.44 ppfrom 23.63% | Jun 30, 2026 | SEC |
| Aug 14, 202610:39 AM ET | T. Rowe Price Investment Management, Inc. | 13G/A | 6.10%5.76M shares | +1.10 ppfrom 5.00% | Jun 30, 2026 | SEC |
| Aug 13, 20269:09 PM ET | BSIV Hold 101, LPand 4 others | 13G/A | 15.02%14.3M shares | −5.63 ppfrom 20.65% | Jun 30, 2026 | SEC |
| May 15, 202610:06 AM ET | T. Rowe Price Investment Management, Inc. | 13G | 5.00%4.74M shares | New | Mar 31, 2026 | SEC |
| Nov 14, 20257:06 PM ET | Carlon Jonathan Winant | 13G | 5.91%5.68M shares | New | Sep 30, 2025 | SEC |
| Nov 14, 20257:05 PM ET | Burgess Trevor R | 13G | 34.02%49.6M shares | New | Sep 30, 2025 | SEC |
| Nov 7, 20259:54 PM ET | BSIV Hold 101, LPand 4 others | 13G | 20.65%19.5M shares | New | Sep 30, 2025 | SEC |
| Nov 7, 20255:30 PM ET | FTV VII, L.P.and 3 others | 13G | 23.63%22.4M shares | New | Sep 30, 2025 | SEC |
Form 144: proposed insider sales
9 notices from officers, directors and other affiliates planning to sell Neptune Insurance Holdings Inc. shares, newest first.
| Filed (ET) | Seller | Shares to sell | Market value | Planned sale | Broker | Filing |
|---|---|---|---|---|---|---|
| Nov 12, 20268:51 AM ET | Matthew DuffyOfficer · Director | 86.0K | $2.43M | Nov 11, 2026 | Morgan Stanley Smith Barney LLC Executive Financial Services | SEC |
| Nov 10, 20264:29 PM ET | Matthew DuffyOfficer · Director | 86.0K | $2.41M | Nov 10, 2026 | Morgan Stanley Smith Barney LLC Executive Financial Services | SEC |
| Nov 9, 20264:35 PM ET | Matthew DuffyOfficer · Director | 88.0K | $2.47M | Nov 9, 2026 | Morgan Stanley Smith Barney LLC Executive Financial Services | SEC |
| Oct 30, 20265:54 PM ET | Trevor BurgessChief Executive Officer | 406.2K | $11.9M | Oct 30, 202610b5-1 | Goldman Sachs & Co. LLC | SEC |
| Oct 2, 20264:27 PM ET | Matthew DuffyOfficer | 165.6K | $4.51M | Oct 2, 202610b5-1 | Morgan Stanley Smith Barney LLC Executive Financial Services | SEC |
| Sep 14, 20265:11 PM ET | Jonathan Winant CarlonDirector of Corporate Development | 50.0K | $1.58M | Sep 14, 2026 | J.P. Morgan Securities LLC | SEC |
| Aug 12, 20261:28 PM ET | James SteinerDirector and Chief Financial Officer | 100.0K | $3.16M | Aug 12, 2026 | Merrill Lynch | SEC |
| Jul 29, 20269:31 PM ET | Bsiv Hold 101, LP10% stockholder | 1.63M | $54.2M | Jul 29, 2026 | Morgan Stanley & Co. LLC | SEC |
| Jul 29, 20269:30 PM ET | FTV VII, L.P.10% stockholder | 1.87M | $62.0M | Jul 29, 2026 | Morgan Stanley & Co. LLC | SEC |