Connor, Clark & Lunn Investment Management (CC&L)
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Connor, Clark & Lunn Investment Management (CC&L)’s Tiptree Inc TIPT Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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 		– Sell
-54,492
Closed -$996K – 1766
2025
Q4 		$996K Sell
54,492
-14,325
-21% -$261K ﹤0.01% 1132
2025
Q3 		$1.32M Sell
68,817
-4,953
-7% -$110K ﹤0.01% 980
2025
Q2 		$1.74M Buy
73,770
+4,943
+7% +$110K 0.01% 901
2025
Q1 		$1.66M Buy
68,827
+16,827
+32% +$358K 0.01% 783
2024
Q4 		$1.08M Buy
52,000
+15,881
+44% +$332K ﹤0.01% 900
2024
Q3 		$707K Buy
36,119
+4,542
+14% +$84.3K ﹤0.01% 990
2024
Q2 		$521K Buy
31,577
+13,306
+73% +$222K ﹤0.01% 1039
2024
Q1 		$316K Buy
+18,271
New +$328K ﹤0.01% 1248
2022
Q2 		– Sell
-15,947
Closed -$205K – 1199
2022
Q1 		$205K Sell
15,947
-4,380
-22% -$56.4K ﹤0.01% 941
2021
Q4 		$281K Sell
20,327
-17,377
-46% -$243K ﹤0.01% 904
2021
Q3 		$378K Sell
37,704
-4,610
-11% -$45.1K ﹤0.01% 827
2021
Q2 		$394K Buy
+42,314
New +$447K ﹤0.01% 826

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
SCP
Steamboat Capital Partners Rye, New York $468M AUM 80.81% 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
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)'s TIPT Position: Q1 2026 in Review

Connor, Clark & Lunn Investment Management (CC&L) sold out of Tiptree Inc (TIPT) in Q1 2026, closing a stake of 54,492 shares — an estimated $996K sold.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in TIPT in Q2 2021 and held it in 12 quarters. The position peaked at $1.74M in Q2 2025. 142 funds tracked by Wall St. Rank hold TIPT as of Q1 2026.

  • Connor, Clark & Lunn Investment Management (CC&L) reported no remaining Tiptree Inc position as of Q1 2026 after selling out during the quarter.
  • Connor, Clark & Lunn Investment Management (CC&L) sold 54,492 Tiptree Inc shares in Q1 2026, an estimated $996K.
  • Connor, Clark & Lunn Investment Management (CC&L) first reported a position in Tiptree Inc in Q2 2021 and held it in 12 quarters.
  • Connor, Clark & Lunn Investment Management (CC&L)'s Tiptree Inc position peaked at $1.74M in Q2 2025.
  • 142 funds tracked by Wall St. Rank held Tiptree Inc as of Q1 2026.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q1 2026, filed 11 May 2026.