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Bleakley Financial Group’s Tiptree Inc TIPT Stock Holding History

Bleakley Financial Group’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
Q2 		$548K Sell
30,593
-1,343
-4% -$23.2K 0.01% 774
2026
Q1 		$540K Buy
31,936
+17,635
+123% +$302K 0.01% 619
2025
Q4 		$261K Buy
+14,301
New +$261K ﹤0.01% 662

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
VCM
Veradace Capital Management Dallas, Texas $132M AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

Bleakley Financial Group's TIPT Position: Q2 2026 in Review

Bleakley Financial Group reduced its Tiptree Inc (TIPT) stake by 4.2% in Q2 2026, selling an estimated $23.2K and leaving 30,593 shares worth $548K. The position accounts for 0.01% of the portfolio, ranked #774.

Bleakley Financial Group first reported a position in TIPT in Q4 2025 and has held it in 3 quarters since. 140 funds tracked by Wall St. Rank hold TIPT as of Q2 2026.

  • Bleakley Financial Group held 30,593 shares of Tiptree Inc worth $548K as of Q2 2026.
  • Bleakley Financial Group sold 1,343 Tiptree Inc shares in Q2 2026, an estimated $23.2K.
  • Tiptree Inc made up 0.01% of Bleakley Financial Group's portfolio in Q2 2026, its #774 holding.
  • Bleakley Financial Group first reported a position in Tiptree Inc in Q4 2025 and has held it in 3 quarters since.
  • 140 funds tracked by Wall St. Rank held Tiptree Inc as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.