Company Analysis

Neptune Insurance Holdings Inc. (NP)

NYSE: NP · Insurance Agents, Brokers & Service · St. Petersburg, FL · filing with the SEC since 2025
Grade5.9
◀ Past 6.7● Present 4.5▶ Future 7.3
2 est.

Who owns Neptune Insurance Holdings Inc.

As filed with the SEC
Holders of 5% or more
5
Trevor R. Burgess holds 34% of Class A Common Stock, par value $0.00001 per share, as its SCHEDULE 13G filed Nov 14, 2025 says.
Directors and officers
8
report now, of 8 people on the record since 2025. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 5 named at left.
Holders of 5% or moreshare of the class, as filed
Trevor R. Burgess
SCHEDULE 13G · filed Nov 14, 2025 · Class A Common Stock, par value $0.00001 per share
34%
Ftv Vii, L.P.
SCHEDULE 13G/A · filed Aug 14, 2026 · Class A Common Stock, par value $0.00001 per share · 23.6% in Nov 7, 2025
17.2%
BSIV Hold 101, LP
SCHEDULE 13G/A · filed Aug 13, 2026 · Class A Common Stock, par value $0.00001 per share · 20.6% in Nov 7, 2025
15%
T. Rowe Price Investment Management, Inc.
SCHEDULE 13G/A · filed Aug 14, 2026 · COMMON STOCK · 5% in May 15, 2026
6.1%
Jonathan Carlon
SCHEDULE 13G · filed Nov 14, 2025 · Class A Common Stock, par value $0.00001 per share
5.91%
What NP reports owning in othersstakes of 5% or more, and other ties
Neptune Insurance Holdings Inc. reports no stake in another company in the record.
Insider tradesForm 4
22sales
2purchases
14sales on a scheduled plan
4people selling
$31.3Msold, in dollars
$1.4Mbought, in dollars
Open-market trades on Form 4 from Nov 12, 2025 to Nov 12, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
2526
2026 runs to Nov 12, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window8 of 17 on the roster
PersonRole as filedSalesSoldOn a planBuysBought
Bregal Sagemount Management LP10% owner3$194M00$0
Ftv Ne-Aggregator, LLC10% owner2$160M00$0
Growth Vii-Centre, L.P.10% owner1$62.0M00$0
Duffy Matthew PaulPresident & Chief Risk Officer8$11.9M50$0
Burgess Trevor RChief Executive Officer9$11.6M91$900,000
Steiner JamesChief Financial Officer4$6.3M00$0
Carlon Jonathan Winantdirector1$1.6M00$0
Vostrizansky Michael Warrendirector0$001$500,000
SI Assistanton NP · research, not advice