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Copeland Capital Management’s Tiptree Inc TIPT Stock Holding History

Copeland Capital Management’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
Q4 		– Sell
-2,678
Closed -$51.3K – 305
2025
Q3 		$51.3K Sell
2,678
-26
-1% -$579 ﹤0.01% 212
2025
Q2 		$63.8K Buy
2,704
+380
+16% +$8.48K ﹤0.01% 185
2025
Q1 		$56K Sell
2,324
-584
-20% -$12.4K ﹤0.01% 178
2024
Q4 		$60.7K Buy
2,908
+44
+2% +$921 ﹤0.01% 177
2024
Q3 		$56K Buy
+2,864
New +$53.2K ﹤0.01% 175
2024
Q2 		– Sell
-1,938
Closed -$33.5K – 242
2024
Q1 		$33.5K Buy
+1,938
New +$34.8K ﹤0.01% 175

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 Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SCP
Steamboat Capital Partners Rye, New York $468M AUM 80.81% 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

Copeland Capital Management's TIPT Position: Q4 2025 in Review

Copeland Capital Management sold out of Tiptree Inc (TIPT) in Q4 2025, closing a stake of 2,678 shares — an estimated $51.3K sold.

Copeland Capital Management first reported a position in TIPT in Q1 2024 and held it in 6 quarters. The position peaked at $63.8K in Q2 2025. 139 funds tracked by Wall St. Rank hold TIPT as of Q4 2025.

  • Copeland Capital Management reported no remaining Tiptree Inc position as of Q4 2025 after selling out during the quarter.
  • Copeland Capital Management sold 2,678 Tiptree Inc shares in Q4 2025, an estimated $51.3K.
  • Copeland Capital Management first reported a position in Tiptree Inc in Q1 2024 and held it in 6 quarters.
  • Copeland Capital Management's Tiptree Inc position peaked at $63.8K in Q2 2025.
  • 139 funds tracked by Wall St. Rank held Tiptree Inc as of Q4 2025.

Based on Copeland Capital Management's 13F filing for Q4 2025, filed 29 Jan 2026.