Neptune Insurance Holdings Inc.
Ownership
Ownership Structure
Who owns Neptune Insurance Holdings Inc. (NP)? This page shows the largest institutions and funds, the ownership structure and the latest insider transactions. 43.2% of the shares are freely tradable; institutional investors hold 65.4%.
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Bregal Sagemount IV General Partner Jersey Ltd | 10.39 | 14,252,718 | -27.0 | 06/30/2026 |
| T. Rowe Price Investment Management,Inc. | 3.45 | 4,741,163 | -11.2 | 03/31/2026 |
| JPMorgan Chase & Co | 1.08 | 1,481,103 | +55.9 | 03/31/2026 |
| Azora Capital LP | 1.07 | 1,467,570 | +53.8 | 06/30/2026 |
| AllianceBernstein L.P. | 0.85 | 1,170,746 | -8.0 | 03/31/2026 |
| Capital World Investors | 0.82 | 1,131,365 | +2.8 | 06/30/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| American Funds SMALLCAP World A | 1.47 | 2,019,121 | -17.6 | 06/30/2026 |
| T. Rowe Price Small-Cap Stock | 1.44 | 1,977,762 | +12.3 | 07/31/2026 |
| T. Rowe Price Instl Small-Cap Stock | 0.77 | 1,062,381 | +14.1 | 07/31/2026 |
| Vanguard MStar Total Stk Mkt Idx Invest | 0.77 | 1,055,903 | +0.0 | 08/31/2026 |
Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.
Insider holdings
| Person | Role | Shares | Value | As of | Type |
|---|---|---|---|---|---|
| Steiner James | Chief Financial Officer | 7,498,100 | 208,447,180 $ | Aug 13, 2026 | both |
| Carlon Jonathan Winant | Director | 603,500 | 16,777,300 $ | Sep 14, 2026 | direct |
Holdings as of each person's most recent SEC Form 4 filing — excluding options and RSUs, which are not shares yet. Holdings may have changed between two filings.
Insiders
Insider Transactions
| Date | Person | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 14, 2026 | Steiner James | Chief Financial Officer | Other | 3,349,050 | – | – |
| Sep 14, 2026 | Carlon Jonathan Winant | Director | Sell | 50,000 | 31.15 | 1,557,595 |
| Sep 9, 2026 | Steiner James | Chief Financial Officer | Other | 400,000 | – | – |
| Aug 13, 2026 | Steiner James | Chief Financial Officer | Sell | 57,012 | 31.71 | 1,807,970 |
| Aug 12, 2026 | Steiner James | Chief Financial Officer | Sell | 42,988 | 31.08 | 1,335,874 |
Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character. View all insider transactions →
Data as of: September 28, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.