Trevor Burgess owns 20.30% of Neptune Insurance Holdings
27,858,672 shares as of the September 30, 2026 filing, worth $818M at the latest close.
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Free.
The stake
20.30%
worth $818M at the latest close
Stake rank
#118
by dollar value of the stake
Last sale
None
no sales since 2025
Last buy
220 days ago
Mar 13, 2026 · $935,345
Trevor Burgess owns 20.30% of Neptune Insurance Holdings Inc.: 27,858,672 of 137,233,090 shares, worth about $818M at the 2026-10-16 close. The stake has moved from 31.47% in 2025 to 20.30% on 2026-09-30, across 0 sales and 2 purchases that moved it since 2016. The last trade that moved it was a discretionary purchase of $935,345 on 2026-03-13.
How the stake is held
each class as its filings last stated it
SHARES
OF THE STAKE
HELD INDIRECTLY · 2 VEHICLES
25,550,000
91.7%
Held by Burgess Family SLAT, u/a/d March 26, 2025
25,039,000
89.9%
Held by the Trevor R. Burgess Revocable Trust, u/a/d September 30, 2024
511,000
1.8%
HELD DIRECTLY
2,308,672
8.3%
THE STAKE
27,858,672
20.30%