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. 44.1% 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 | 10.32 | 14,252,718 | -27.0 | 06/30/2026 |
| T. Rowe Price Investment Management,Inc. | 4.17 | 5,764,064 | +21.6 | 06/30/2026 |
| BlackRock Inc | 1.96 | 2,706,202 | +611.4 | 06/30/2026 |
| AllianceBernstein L.P. | 1.13 | 1,562,853 | +33.5 | 06/30/2026 |
| Vanguard Portfolio Management, LLC | 1.12 | 1,544,775 | +116.8 | 06/30/2026 |
| Azora Capital LP | 1.06 | 1,467,570 | +53.8 | 06/30/2026 |
| Vanguard Capital Management, LLC | 1.01 | 1,398,858 | +70.8 | 06/30/2026 |
| JPMorgan Chase & Co | 0.98 | 1,348,503 | -9.0 | 06/30/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| American Funds SMALLCAP World A | 1.46 | 2,019,121 | +0.0 | 09/30/2026 |
| T. Rowe Price Small-Cap Stock | 1.44 | 1,991,479 | -0.6 | 09/30/2026 |
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 | 4,295,226 | 121,554,896 $ | Sep 14, 2026 | both |
| Burgess Trevor R | Chief Executive Officer | 1,902,520 | 53,841,316 $ | Nov 9, 2026 | direct |
| Duffy Matthew Paul | President & Chief Risk Officer | 1,619,798 | 45,840,283 $ | Nov 11, 2026 | direct |
| Carlon Jonathan Winant | Director | 606,980 | 17,177,534 $ | Sep 30, 2026 | direct |
| Melej Cristian A | Director | 69,042 | 1,953,889 $ | Sep 30, 2026 | direct |
| Noble David Stanley Edward | Director | 43,704 | 1,236,823 $ | Sep 30, 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 |
|---|---|---|---|---|---|---|
| Nov 11, 2026 | Duffy Matthew Paul | President & Chief Risk Officer | Sell | 86,000 | 28.28 | 2,431,942 |
| Nov 10, 2026 | Duffy Matthew Paul | President & Chief Risk Officer | Sell | 86,000 | 28.04 | 2,411,474 |
| Nov 9, 2026 | Duffy Matthew Paul | President & Chief Risk Officer | Sell | 88,000 | 28.03 | 2,466,596 |
| Nov 9, 2026 | Burgess Trevor R | Chief Executive Officer | Sell | 4,431 | 27.63 | 122,450 |
| Nov 6, 2026 | Burgess Trevor R | Chief Executive Officer | Sell | 66,568 | 27.68 | 1,842,303 |
| Nov 5, 2026 | Burgess Trevor R | Chief Executive Officer | Sell | 449 | 28.44 | 12,771 |
| Nov 5, 2026 | Burgess Trevor R | Chief Executive Officer | Sell | 104,268 | 27.75 | 2,893,510 |
| Nov 4, 2026 | Burgess Trevor R | Chief Executive Officer | Sell | 3,685 | 29.95 | 110,349 |
| Nov 4, 2026 | Burgess Trevor R | Chief Executive Officer | Sell | 72,874 | 28.80 | 2,098,538 |
| Nov 3, 2026 | Burgess Trevor R | Chief Executive Officer | Sell | 43,018 | 29.13 | 1,253,106 |
| Nov 2, 2026 | Burgess Trevor R | Chief Executive Officer | Sell | 57,190 | 29.46 | 1,684,577 |
| Oct 30, 2026 | Burgess Trevor R | Chief Executive Officer | Sell | 53,669 | 29.05 | 1,558,864 |
| Oct 8, 2026 | Duffy Matthew Paul | President & Chief Risk Officer | Sell | 30,802 | 28.47 | 876,841 |
| Oct 8, 2026 | Duffy Matthew Paul | President & Chief Risk Officer | Sell | 53,639 | 27.88 | 1,495,589 |
| Oct 6, 2026 | Duffy Matthew Paul | President & Chief Risk Officer | Sell | 41,392 | 27.15 | 1,123,967 |
| Oct 2, 2026 | Duffy Matthew Paul | President & Chief Risk Officer | Sell | 1,200 | 28.48 | 34,176 |
| Oct 2, 2026 | Duffy Matthew Paul | President & Chief Risk Officer | Sell | 38,537 | 27.65 | 1,065,394 |
| Sep 30, 2026 | Burgess Trevor R | Chief Executive Officer | Other | 480,544 | 0.00 | – |
| Sep 30, 2026 | Burgess Trevor R | Chief Executive Officer | Other | 254,836 | 27.35 | 6,969,765 |
| Sep 30, 2026 | Steiner James | Chief Financial Officer | Other | 75,288 | 0.00 | – |
| Sep 30, 2026 | Steiner James | Chief Financial Officer | Other | 64,777 | 27.35 | 1,771,651 |
| Sep 30, 2026 | Duffy Matthew Paul | President & Chief Risk Officer | Other | 191,896 | 0.00 | – |
| Sep 30, 2026 | Duffy Matthew Paul | President & Chief Risk Officer | Other | 98,381 | 27.35 | 2,690,720 |
| Sep 30, 2026 | Carlon Jonathan Winant | Director | Other | 9,568 | 0.00 | – |
| Sep 30, 2026 | Carlon Jonathan Winant | Director | Other | 6,088 | 27.35 | 166,507 |
| Sep 30, 2026 | Noble David Stanley Edward | Director | Other | 28,704 | 0.00 | – |
| Sep 30, 2026 | Melej Cristian A | Director | Other | 9,568 | 0.00 | – |
| 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: November 13, 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.