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B. Riley Wealth Advisors’s Tiptree Inc TIPT Stock Holding History

B. Riley Wealth Advisors’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
2025
Q2 		– Sell
-14,000
Closed -$337K – 1353
2025
Q1 		$337K Buy
+14,000
New +$298K 0.01% 917
2024
Q4 		– Sell
-14,000
Closed -$269K – 1281
2024
Q3 		$269K Hold
14,000
– – 0.01% 1012
2024
Q2 		$231K Buy
+14,000
New +$234K 0.01% 1151

Other funds holding TIPT

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BICM
Breach Inlet Capital Management Mt. Pleasant, South Carolina $300M AUM 18.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return

B. Riley Wealth Advisors's TIPT Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of Tiptree Inc (TIPT) in Q2 2025, closing a stake of 14,000 shares — an estimated $337K sold.

B. Riley Wealth Advisors first reported a position in TIPT in Q2 2024 and held it in 3 quarters. The position peaked at $337K in Q1 2025. 143 funds tracked by Wall St. Rank hold TIPT as of Q2 2025.

  • B. Riley Wealth Advisors reported no remaining Tiptree Inc position as of Q2 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 14,000 Tiptree Inc shares in Q2 2025, an estimated $337K.
  • B. Riley Wealth Advisors first reported a position in Tiptree Inc in Q2 2024 and held it in 3 quarters.
  • B. Riley Wealth Advisors's Tiptree Inc position peaked at $337K in Q1 2025.
  • 143 funds tracked by Wall St. Rank held Tiptree Inc as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.