As of November 6, 2026, 5 holders' latest Schedule 13D or 13G filings report owning 5% or more of Neptune Insurance Holdi-Cl A. The largest reported stake is Trevor R. Burgess', at 34.02%. 8 filings are on record since November 7, 2025 (Schedule 13G, November 14, 2025).
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Key facts
- · Reporting person: Ftv Vii, L.P. · Sole voting: 0 · Shared voting: 16,310,781 · Sole dispositive: 0 · Shared dispositive: 16,310,781 · SCHEDULE 13G/A, 2026-08-14
- · Reporting person: T. Rowe Price Investment Management, Inc. · Sole voting: 5,752,638 · Shared voting: 0 · Sole dispositive: 5,764,064 · Shared dispositive: 0 · SCHEDULE 13G/A, 2026-08-14
- · Reporting person: BSIV Hold 101, LP · Sole voting: 0 · Shared voting: 14,252,718 · Sole dispositive: 0 · Shared dispositive: 14,252,718 · SCHEDULE 13G/A, 2026-08-13
- · Holder: T. Rowe Price Investment Management, Inc. · Percent: 5% · SCHEDULE 13G
- · Holder: Trevor R. Burgess · Percent: 34.02% · SCHEDULE 13G
Neptune Insurance Holdi-Cl A has 8 Schedule 13D or 13G filings on record since 2025-11-07. 5 holders' latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| 34.02% | 49,595,000 | SCHEDULE 13G, 2025-11-14 | 2025-09-30 | |
| Ftv Vii, L.P. | 17.19% | 16,310,781 | SCHEDULE 13G/A, 2026-08-14 | 2026-06-30 |
| BSIV Hold 101, LP | 15.02% | 14,252,718 | SCHEDULE 13G/A, 2026-08-13 | 2026-06-30 |
| T. Rowe Price Investment Management, Inc. | 6.1% | 5,764,064 | SCHEDULE 13G/A, 2026-08-14 | 2026-06-30 |
| 5.91% | 5,685,000 | SCHEDULE 13G, 2025-11-14 | 2025-09-30 |
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More on Neptune Insurance Holdi-Cl A and the records around it.
Neptune Insurance Holdi-Cl A elsewhere on the record
- Leadership changes Oct 2026
- Who owns it
Companies that share a holder
- T. Rowe Price Investment Management, Inc. also filed stake reports on 167 other companies: CABALETTA BIO INC (Nov 2026), MADISON SQUARE GARDEN SPORTS CORP (Nov 2026), MSG RANGERS CORP (Nov 2026)
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Which Company This Is
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Voting and dispositive power, as filed
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| Ftv Vii, L.P. | 0 | 16,310,781 | 0 | 16,310,781 | SCHEDULE 13G/A, 2026-08-14 |
| FTV-NE Aggregator, LLC | 0 | 16,310,781 | 0 | 16,310,781 | SCHEDULE 13G/A, 2026-08-14 |
| Growth VII-Centre, L.P. | 0 | 16,310,781 | 0 | 16,310,781 | SCHEDULE 13G/A, 2026-08-14 |
| FTV Management VII, L.P. | 0 | 16,310,781 | 0 | 16,310,781 | SCHEDULE 13G/A, 2026-08-14 |
| BSIV Hold 101, LP | 0 | 14,252,718 | 0 | 14,252,718 | SCHEDULE 13G/A, 2026-08-13 |
| BSIV Hold 101 GP, LLC | 0 | 14,252,718 | 0 | 14,252,718 | SCHEDULE 13G/A, 2026-08-13 |
| Bregal Sagemount IV General Partner Jersey Ltd | 0 | 14,252,718 | 0 | 14,252,718 | SCHEDULE 13G/A, 2026-08-13 |
| Bregal Sagemount Management LP | 0 | 14,252,718 | 0 | 14,252,718 | SCHEDULE 13G/A, 2026-08-13 |
| Gene Yoon | 0 | 14,252,718 | 0 | 14,252,718 | SCHEDULE 13G/A, 2026-08-13 |
| T. Rowe Price Investment Management, Inc. | 5,752,638 | 0 | 5,764,064 | 0 | SCHEDULE 13G/A, 2026-08-14 |
The latest filing identifies Neptune Insurance Holdi-Cl A by CUSIP 64073B103 and gives its principal executive office as 400 6TH ST S, ST. PETERSBURG, FL 33701 (SCHEDULE 13G/A, 2026-08-14).
What the percentages are based on
See responses to row 11 on each cover page. The reported securities represent 15.02% of the outstanding Common Stock. Such calculation is based upon 94,895,913 shares of Common Stock outstanding as of April 27, 2026, as reported by the Issuer in its Form 10-Q filed with the SEC on April 29, 2026.BSIV Hold 101, LP, SCHEDULE 13G/A, 2026-08-13
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-11-07 | Ftv Vii, L.P. | 23.63% | SCHEDULE 13G |
| 2025-11-07 | BSIV Hold 101, LP | 20.65% | SCHEDULE 13G |
| 2025-11-14 | Trevor R. Burgess | 34.02% | SCHEDULE 13G |
| 2025-11-14 | Jonathan Carlon | 5.91% | SCHEDULE 13G |
| 2026-05-15 | T. Rowe Price Investment Management, Inc. | 5% | SCHEDULE 13G |
| 2026-08-13 | BSIV Hold 101, LP | 15.02% | SCHEDULE 13G/A |
| 2026-08-14 | Ftv Vii, L.P. | 17.19% | SCHEDULE 13G/A |
| 2026-08-14 | T. Rowe Price Investment Management, Inc. | 6.1% | SCHEDULE 13G/A |
Questions about who owns Neptune Insurance Holdi-Cl A
Who owns Neptune Insurance Holdi-Cl A?
On this page, 5 holders' latest ownership filings report 5% or more of Neptune Insurance Holdi-Cl A: Trevor R. Burgess (34.02%, Schedule 13G, filed 2025-11-14), Ftv Vii, L.P. (17.19%, Schedule 13G/A, filed 2026-08-14), BSIV Hold 101, LP (15.02%, Schedule 13G/A, filed 2026-08-13), T. Rowe Price Investment Management, Inc. (6.1%, Schedule 13G/A, filed 2026-08-14) and Jonathan Carlon (5.91%, Schedule 13G, filed 2025-11-14).
Who are the largest shareholders of Neptune Insurance Holdi-Cl A?
By the share each holder's latest filing reports, the largest holders of Neptune Insurance Holdi-Cl A on this page are Trevor R. Burgess (34.02%), Ftv Vii, L.P. (17.19%) and BSIV Hold 101, LP (15.02%).
When did Trevor R. Burgess buy into Neptune Insurance Holdi-Cl A?
The filings give report dates, not purchase dates. The earliest filing from Trevor R. Burgess on this page is the Schedule 13G, filed 2025-11-14, reporting 34.02%.
Is this an audit or a full list?
Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 8 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.
Also on the record for Neptune Insurance Holdi-Cl A
| Date | Record | Figure | Our page | Source |
|---|---|---|---|---|
| October 20, 2026 | Leadership change: Jim Steiner departs, Chief Financial Officer, and 3 more | — | Leadership changes | Source |
| October 1, 2026 | Leadership change: David Noble appointed, Director, and 1 more | — | Leadership changes | Source |
| May 14, 2026 | IPO filing, Form 424B4 | $27.5 a share | IPO filings | Source |
| May 11, 2026 | IPO filing, Form S-1 | — | IPO filings | Source |
| October 1, 2025 | IPO filing, Form 424B4 | $20 a share | IPO filings | Source |
| September 26, 2025 | IPO filing, Form S-1/A | $18 to $20 a share | IPO filings | Source |
| September 22, 2025 | IPO filing, Form S-1/A | $18 to $20 a share | IPO filings | Source |
| September 3, 2025 | IPO filing, Form S-1 | — | IPO filings | Source |
| May 12, 2025 | Form D, private offering | — | Form D page | Source |
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.