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NP

Neptune Insurance Holdings

99 hedge funds and large institutions have $1.58B invested in Neptune Insurance Holdings in 2026 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 33 increasing their positions, 20 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 20

31% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 26

5% more funds holding

Funds holding: 9499 (+5)

0.11% more ownership

Funds ownership: 68.59%68.69% (+0.11%)

17% less capital invested

Capital invested by funds: $1.89B → $1.58B (-$313M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $518K

Holders
99
Holders Change
+5
Holders Change %
+5.32%
% of All Funds
1.22%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
34
Increased
33
Reduced
20
Closed
26
Calls
Puts
$518K
Net Calls
-$518K
Net Calls Change
-$518K
Name Holding Trade Value Shares
Change
Change in
Stake
FMC
1
FTV Management Company
California
$541M
BSI
2
Bregal Sagemount IV
$472M
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$115M +$3.78M +163,388 +4%
JP Morgan Chase
4
JP Morgan Chase
New York
$34.7M +$12.3M +531,341 +56%
AllianceBernstein
5
AllianceBernstein
Tennessee
$34.1M -$2.37M -102,353 -8%
Capital International Investors
6
Capital International Investors
California
$32.6M +$15M +648,654 +93%
Capital World Investors
7
Capital World Investors
California
$26.6M
FCM
8
Frontier Capital Management
Massachusetts
$23.9M +$6.76M +292,183 +42%
WP
9
Woodline Partners
California
$23.7M +$5.44M +235,312 +32%
Ameriprise
10
Ameriprise
Minnesota
$23.4M +$5.28M +228,078 +31%
ACL
11
Azora Capital LP
Florida
$23.1M +$4.86M +210,042 +28%
TCM
12
TimesSquare Capital Management
New York
$21.7M +$11.1M +477,799 +114%
VCM
13
Vanguard Capital Management
Pennsylvania
$19.8M +$19M +819,101 New
VPM
14
Vanguard Portfolio Management
Pennsylvania
$17.2M +$16.5M +712,444 New
BAMCO Inc
15
BAMCO Inc
New York
$17.1M -$5.88K -254 -0%
Balyasny Asset Management
16
Balyasny Asset Management
Illinois
$11.8M -$11.7M -507,090 -51%
N
17
Nuveen
North Carolina
$10.5M +$758K +32,761 +8%
BlackRock
18
BlackRock
New York
$9.2M -$2.76M -119,161 -24%
ACH
19
ArrowMark Colorado Holdings
Colorado
$8.14M +$2.38M +102,765 +44%
Adage Capital Partners
20
Adage Capital Partners
Massachusetts
$7.26M -$347K -14,981 -5%
Select Equity Group
21
Select Equity Group
New York
$6.26M +$2.72M +117,763 +84%
GC
22
Gillson Capital
Illinois
$5.54M +$284K +12,289 +6%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$4.88M +$87.4K +3,776 +2%
Lord, Abbett & Co
24
Lord, Abbett & Co
New Jersey
$4.86M +$2.09M +90,352 +82%
BGM
25
Burkehill Global Management
New York
$4.17M

NP Hedge Fund Activity: Q1 2026 in Review

99 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Neptune Insurance Holdings (NP) for Q1 2026, worth a combined $1.58B — down 17% from $1.89B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new NP positions and 26 closed out — a net gain of 8 holders — while 33 added to existing stakes and 20 trimmed.

The largest buyer was Capital International Investors, adding an estimated $15M. The largest seller was Driehaus Capital Management, exiting entirely with an estimated $18.1M sold.

  • 99 institutional investors held Neptune Insurance Holdings (NP) as of Q1 2026, up from 94 in Q4 2025.
  • Funds reported $1.58B of Neptune Insurance Holdings stock for Q1 2026, down 17% quarter-over-quarter.
  • 34 funds opened new Neptune Insurance Holdings positions in Q1 2026 and 26 closed out, a net change of +8 holders.
  • The largest Neptune Insurance Holdings buyer in Q1 2026 was Capital International Investors, an estimated $15M added.
  • The largest Neptune Insurance Holdings seller in Q1 2026 was Driehaus Capital Management, an estimated $18.1M sold.

Based on aggregated 13F filings for Q1 2026.