AG
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Algert Global’s Tiptree Inc TIPT Stock Holding History

Algert Global’s Portfolio TIPT Stock Details TIPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2M Sell
118,286
-140,405
-54% -$2.4M 0.03% 714
2025
Q4 		$4.73M Buy
258,691
+207,009
+401% +$3.77M 0.07% 455
2025
Q3 		$991K Sell
51,682
-2,245
-4% -$50K 0.02% 840
2025
Q2 		$1.27M Buy
53,927
+10,115
+23% +$226K 0.03% 755
2025
Q1 		$1.05M Hold
43,812
– – 0.03% 757
2024
Q4 		$914K Sell
43,812
-3,817
-8% -$79.9K 0.02% 806
2024
Q3 		$932K Buy
47,629
+570
+1% +$10.6K 0.03% 760
2024
Q2 		$776K Buy
47,059
+3,379
+8% +$56.5K 0.03% 750
2024
Q1 		$755K Buy
43,680
+31,770
+267% +$570K 0.03% 687
2023
Q4 		$226K Buy
+11,910
New +$206K 0.01% 999

Other funds holding TIPT

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Veradace Capital Management Dallas, Texas $112M AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SCP
Steamboat Capital Partners Rye, New York $403M AUM 43.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return