Neptune Insurance Holdings Inc

-

Stock Issuer and Owners

Home | Sign Up | Log In
New Features
Latest Fund Raises
Related People
Fund Service Providers
Startup & Company Raises
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Keyboard
Neptune Insurance Holdings Inc
TickerNP
CIK #0002067129
CUSIP640079109
SectorFinance - Insurance Agents, Brokers & Service
Address400 6th St S, St. Petersburg, FL 33701
Source [EDGAR]
Reg D Offering (Form D) Filed Raised Terms
Neptune Insurance Holdings Inc 2025-05-12 Exemption: 506(b) · Remaining: Indefinite · Duration: One year or less · Revenue: Decline to Disclose
CIK Filing 2011 - 2026
[0002067129] 10-K
[0002067129] 10-Q
[0002067129] 4
[0002067129] 8-K
[0002067129] D
[0002067129] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
T Rowe Price Investment Management Inc Neptune Insurance Holdings Inc [2026-05-15] 0.0
Carlon Jonathan Winant Neptune Insurance Holdings Inc [2025-11-14] 0.0
Burgess Trevor R Neptune Insurance Holdings Inc [2025-11-14] 0.0
BSIV Hold 101 LP Neptune Insurance Holdings Inc [2025-11-07] 0.0
FTV VII LP Neptune Insurance Holdings Inc [2025-11-07] 0.0
Form 3/4/5 Filer 2011 - 2026
Bregal Sagemount Management LP
Neptune Insurance Holdings Inc
BSIV Hold 101 GP LLC
Bregal Sagemount IV General Partner Jersey Ltd
Yoon Gene
BSIV Hold 101 LP
FTV VII LP
FTV Management VII LP
FTV NE-Aggregator LLC
Growth VII-Centre LP
Burgess Trevor R
Vostrizansky Michael Warren
Carlon Jonathan Winant
Steiner James
Melej Cristian A
Duffy Matthew Paul
Insider Transaction (Form 3/4/5) Date Action Shares Price Value ($)
Burgess Trevor R
Class A Common Stock
2026-03-13 Buy 50,000 $18.71 935,500
Vostrizansky Michael Warren
Class A Common Stock
2026-02-20 Buy 23,000 $21.50 494,500
Carlon Jonathan Winant
Class A Common Stock
2025-10-02 Buy 5,000 $20.00 100,000
Burgess Trevor R
Class A Common Stock
2025-10-02 Buy 50,000 $20.00 1,000,000
Burgess Trevor R
Class A Common Stock
2025-10-02 Other 25,039,000
Burgess Trevor R
Class A Common Stock
2025-10-02 Other 25,039,000
Burgess Trevor R
Common Stock
2025-10-02 Other 17,885,000
Burgess Trevor R
Class A Common Stock
2025-10-02 Other 17,885,000
Burgess Trevor R
Common Stock
2025-10-02 Other 511,000
Burgess Trevor R
Common Stock
2025-10-02 Other 25,039,000
Burgess Trevor R
Class A Common Stock
2025-10-02 Other 17,885,000
Burgess Trevor R
Class A Common Stock
2025-10-02 Other 511,000
Burgess Trevor R
Class A Common Stock
2025-10-02 Grant 1,982,964 $0.00
Burgess Trevor R
Class A Common Stock
2025-10-02 Other 511,000
Steiner James
Class A Common Stock
2025-10-02 Grant 535,665 $0.00
Steiner James
Common Stock
2025-10-02 Other 3,730,000
Steiner James
Class A Common Stock
2025-10-02 Other 3,730,000
Carlon Jonathan Winant
Common Stock
2025-10-02 Other 4,599,000
Carlon Jonathan Winant
Class A Common Stock
2025-10-02 Other 4,599,000
Carlon Jonathan Winant
Common Stock
2025-10-02 Other 511,000
showing 20 of 44 most recent transactions
13F Ownership Over TimeHoldersShares Held
2026-03-31 100 60,347,731
2025-12-31 94 59,863,769
2025-09-30 5 200,005
2022-09-30 2 54
2022-06-30 128 15,847,758
2022-03-31 148 15,794,154
2021-12-31 156 15,715,982
2021-09-30 156 15,460,675
2021-06-30 157 15,566,278
2021-03-31 160 15,380,937
2020-12-31 157 16,689,123
2020-09-30 163 15,396,155
Form 13F Holdings
Firm Period DFND Voting Shares
Seabridge Investment Advisors LLC [2026-06-30] SOLE 22,475 22,475
Linden Thomas Advisory Services LLC [2026-06-30] SOLE 0 12,134
Financial Management Professionals Inc [2026-06-30] SOLE 0 684
First Horizon Corp [2026-06-30] DFND 0 167
Farther Finance Advisors LLC [2026-06-30] SOLE 0 58
Physician Wealth Advisors Inc [2026-06-30] SOLE 0 18
Prev | Page 1 | Next
Terms | Privacy | Providers | Companies | Guide
tony@aum13f.com