BAMCO INC /NY/

Position in NP — Neptune Insurance Holdings Inc.

CIK 1017918 NEW YORK, NY

Position in NP

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$19,173,798

+$2,035,812 QoQ

Shares Held

608,692

-14.1% QoQ

Ownership

0.444%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#22

of 136 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Financial Services · as of Jun 30, 2026

BAMCO INC /NY/ holds $140,564,070 across 4 Insurance Brokers names. NP ranks #4 (13.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BWIN	Baldwin Insurance Group, Inc.	2,712,386	$72,095,219
2	TWFG	TWFG, Inc.	1,135,091	$27,298,938
3	WTW	Willis Towers Watson PLC	84,157	$21,996,115
4	NP	Neptune Insurance Holdings Inc. This page	608,692	$19,173,798

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$19,173,798	608,692	-14.1%	Shares	Defined	2026-08-14
2026-03-31	$17,137,986	708,474	-0.0%	Shares	Defined	2026-05-15
2025-12-31	$20,666,508	708,728	—	Shares	Defined	2026-02-17
No filing history on record for this holder in this stock.