RAYMOND JAMES FINANCIAL INC
Position in NP — Neptune Insurance Holdings Inc.
CIK 720005
ST. PETERSBURG, FL
Position in NP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$555,250
-$25,140 QoQ
Shares Held
17,627
-26.5% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#91
of 136 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NP Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026RAYMOND JAMES FINANCIAL INC holds $474,958,870 across 14 Insurance Brokers names. NP ranks #11 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
1,187,191 | $197,869,121 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
471,875 | $108,328,342 | |
| 3 | AON |
Aon plc
|
204,967 | $67,985,502 | |
| 4 | WTW |
Willis Towers Watson PLC
|
171,556 | $44,839,590 | |
| 5 | BRO |
Brown & Brown, Inc.
|
519,257 | $33,310,335 | |
| 6 | CRVL |
Corvel Corp
|
271,516 | $16,975,179 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
38,761 | $1,879,908 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
44,575 | $1,184,803 |
All Filings in NP
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $555,250 | 17,627 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $580,390 | 23,993 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $590,898 | 20,264 | Shares | Defined | 2026-02-18 | |
| No filing history on record for this holder in this stock. | ||||||