Franklin Resources
TIPT icon

Franklin Resources’s Tiptree Inc TIPT Stock Holding History

Franklin Resources’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
-12,936
Closed -$236K – 3302
2025
Q4 		$236K Buy
+12,936
New +$236K ﹤0.01% 2716
2025
Q2 		– Sell
-8,341
Closed -$201K – 3129
2025
Q1 		$201K Sell
8,341
-86,753
-91% -$1.84M ﹤0.01% 2681
2024
Q4 		$1.98M Sell
95,094
-39,385
-29% -$824K ﹤0.01% 1736
2024
Q3 		$2.69M Hold
134,479
– – ﹤0.01% 1630
2024
Q2 		$2.22M Sell
134,479
-52,090
-28% -$871K ﹤0.01% 1658
2024
Q1 		$3.22M Sell
186,569
-11,121
-6% -$200K ﹤0.01% 1529
2023
Q4 		$3.75M Hold
197,690
– – ﹤0.01% 1192
2023
Q3 		$3.31M Hold
197,690
– – ﹤0.01% 1212
2023
Q2 		$2.97M Buy
197,690
+24,072
+14% +$335K ﹤0.01% 1285
2023
Q1 		$2.53M Buy
173,618
+71,900
+71% +$1.09M ﹤0.01% 1296
2022
Q4 		$1.41M Hold
101,718
– – ﹤0.01% 1442
2022
Q3 		$1.09M Buy
101,718
+83,818
+468% +$956K ﹤0.01% 1495
2022
Q2 		$190K Buy
+17,900
New +$201K ﹤0.01% 2027

Other funds holding TIPT

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Veradace Capital Management Dallas, Texas $112M AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SCP
Steamboat Capital Partners Rye, New York $403M AUM 43.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Franklin Resources's TIPT Position: Q1 2026 in Review

Franklin Resources sold out of Tiptree Inc (TIPT) in Q1 2026, closing a stake of 12,936 shares — an estimated $236K sold.

Franklin Resources first reported a position in TIPT in Q2 2022 and held it in 13 quarters. The position peaked at $3.75M in Q4 2023. 142 funds tracked by Wall St. Rank hold TIPT as of Q1 2026.

  • Franklin Resources reported no remaining Tiptree Inc position as of Q1 2026 after selling out during the quarter.
  • Franklin Resources sold 12,936 Tiptree Inc shares in Q1 2026, an estimated $236K.
  • Franklin Resources first reported a position in Tiptree Inc in Q2 2022 and held it in 13 quarters.
  • Franklin Resources's Tiptree Inc position peaked at $3.75M in Q4 2023.
  • 142 funds tracked by Wall St. Rank held Tiptree Inc as of Q1 2026.

Based on Franklin Resources's 13F filing for Q1 2026, filed 13 May 2026.