BIA
NP

Bell Investment Advisors’s Neptune Insurance Holdings NP Stock Holding History

Bell Investment Advisors’s Portfolio NP Stock Details NP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-119
Closed -$3.47K – 1967
2025
Q4 		$3.47K Buy
+119
New +$3.13K ﹤0.01% 1137

Other funds holding NP

FMC
FTV Management Company San Francisco, California $541M AUM 34.37% 1-Year Est. Return
BSI
Bregal Sagemount IV St. Helier $472M AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bell Investment Advisors's NP Position: Q1 2026 in Review

Bell Investment Advisors sold out of Neptune Insurance Holdings (NP) in Q1 2026, closing a stake of 119 shares — an estimated $3.47K sold.

Bell Investment Advisors first reported a position in NP in Q4 2025 and held it in 1 quarter. The position peaked at $3.47K in Q4 2025. 99 funds tracked by Wall St. Rank hold NP as of Q1 2026.

  • Bell Investment Advisors reported no remaining Neptune Insurance Holdings position as of Q1 2026 after selling out during the quarter.
  • Bell Investment Advisors sold 119 Neptune Insurance Holdings shares in Q1 2026, an estimated $3.47K.
  • Bell Investment Advisors first reported a position in Neptune Insurance Holdings in Q4 2025 and held it in 1 quarter.
  • Bell Investment Advisors's Neptune Insurance Holdings position peaked at $3.47K in Q4 2025.
  • 99 funds tracked by Wall St. Rank held Neptune Insurance Holdings as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.