CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in NP — Neptune Insurance Holdings Inc.
CIK 884546
SAN FRANCISCO, CA
Position in NP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,145,333
+$5,460,292 QoQ
Shares Held
258,582
+133.0% QoQ
Ownership
0.188%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#33
of 136 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NP Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $2,004,752,468 across 14 Insurance Brokers names. NP ranks #10 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
3,072,405 | $512,077,740 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
2,156,506 | $495,069,081 | |
| 3 | AON |
Aon plc
|
1,345,367 | $446,244,780 | |
| 4 | ERIE |
Erie Indemnity Co
|
855,984 | $205,222,163 | |
| 5 | WTW |
Willis Towers Watson PLC
|
629,197 | $164,453,219 | |
| 6 | BRO |
Brown & Brown, Inc.
|
1,898,071 | $121,761,254 | |
| 7 | CRVL |
Corvel Corp
|
312,845 | $19,559,069 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
723,413 | $19,228,317 |
All Filings in NP
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,145,333 | 258,582 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||