CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in NP — Neptune Insurance Holdings Inc.
CIK 884546
SAN FRANCISCO, CA
Position in NP
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,685,041
-$532,298 QoQ
Shares Held
110,998
+0.6% QoQ
Ownership
0.080%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#33
of 98 holders
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in NP Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $1,954,560,582 across 15 Insurance Brokers names. NP ranks #10 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
3,033,148 | $526,099,520 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
2,109,463 | $456,867,495 | |
| 3 | AON |
Aon plc
|
1,355,094 | $437,397,241 | |
| 4 | ERIE |
Erie Indemnity Co
|
763,989 | $191,998,075 | |
| 5 | WTW |
Willis Towers Watson PLC
|
618,416 | $179,773,531 | |
| 6 | BRO |
Brown & Brown, Inc.
|
1,827,462 | $119,168,797 | |
| 7 | CRVL |
Corvel Corp
|
276,475 | $15,109,358 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
678,224 | $14,880,234 |
All Filings in NP
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,685,041 | 110,998 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,217,339 | 110,334 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||