Federated Hermes
TIPT icon

Federated Hermes’s Tiptree Inc TIPT Stock Holding History

Federated Hermes’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
-54,497
Closed -$1.04M – 2200
2025
Q3 		$1.04M Sell
54,497
-399
-0.7% -$8.89K ﹤0.01% 1131
2025
Q2 		$1.29M Buy
54,896
+74
+0.1% +$1.65K ﹤0.01% 1061
2025
Q1 		$1.32M Buy
54,822
+145
+0.3% +$3.08K ﹤0.01% 1041
2024
Q4 		$1.14M Sell
54,677
-301
-0.5% -$6.3K ﹤0.01% 1068
2024
Q3 		$1.08M Buy
54,978
+276
+0.5% +$5.12K ﹤0.01% 1095
2024
Q2 		$902K Sell
54,702
-7,197
-12% -$120K ﹤0.01% 1142
2024
Q1 		$1.07M Sell
61,899
-497
-0.8% -$8.92K ﹤0.01% 1107
2023
Q4 		$1.18M Buy
62,396
+6,898
+12% +$119K ﹤0.01% 1076
2023
Q3 		$930K Sell
55,498
-260
-0.5% -$4.13K ﹤0.01% 1131
2023
Q2 		$837K Buy
55,758
+440
+0.8% +$6.12K ﹤0.01% 1198
2023
Q1 		$806K Buy
+55,318
New +$842K ﹤0.01% 1238

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCP
Steamboat Capital Partners Rye, New York $403M AUM 43.57% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return