UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Position in NP — Neptune Insurance Holdings Inc.
CIK 861177
NEW YORK, NY
Position in NP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$525,231
New position
Shares Held
16,674
first reported quarter
Ownership
0.012%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#95
of 136 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 50%
Shared 0%
None 50%
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $1,247,172,559 across 11 Insurance Brokers names. NP ranks #10 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
4,597,647 | $766,289,821 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
1,453,774 | $333,742,892 | |
| 3 | BRO |
Brown & Brown, Inc.
|
1,487,718 | $95,437,104 | |
| 4 | ERIE |
Erie Indemnity Co
|
121,438 | $29,114,757 | |
| 5 | AON |
Aon plc
|
25,740 | $8,537,700 | |
| 6 | CRVL |
Corvel Corp
|
78,890 | $4,932,199 | |
| 7 | BWIN |
Baldwin Insurance Group, Inc.
|
183,854 | $4,886,834 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
48,606 | $2,357,389 |
All Filings in NP
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $525,231 | 16,674 | Shares | Sole | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||