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Hillsdale Investment Management’s Tiptree Inc TIPT Stock Holding History

Hillsdale Investment 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
Q2 		– Sell
-229,777
Closed -$5.54M – 710
2025
Q1 		$5.54M Buy
229,777
+7,800
+4% +$166K 0.28% 60
2024
Q4 		$4.63M Buy
221,977
+1,200
+0.5% +$25.1K 0.23% 95
2024
Q3 		$4.32M Buy
220,777
+1,500
+0.7% +$27.9K 0.33% 92
2024
Q2 		$3.62M Sell
219,277
-7,300
-3% -$122K 0.28% 136
2024
Q1 		$3.92M Buy
226,577
+17,700
+8% +$318K 0.31% 130
2023
Q4 		$3.96M Sell
208,877
-600
-0.3% -$10.4K 0.32% 114
2023
Q3 		$3.51M Sell
209,477
-20,352
-9% -$323K 0.32% 124
2023
Q2 		$3.45M Buy
229,829
+5,182
+2% +$72.1K 0.32% 133
2023
Q1 		$3.27M Buy
224,647
+200
+0.1% +$3.04K 0.28% 129
2022
Q4 		$3.11M Buy
224,447
+217,695
+3,224% +$2.8M 0.26% 136
2022
Q3 		$73K Buy
+6,752
New +$77K 0.01% 452
2022
Q2 		– Sell
-290,400
Closed -$3.73M – 615
2022
Q1 		$3.73M Sell
290,400
-40,000
-12% -$515K 0.24% 143
2021
Q4 		$4.57M Sell
330,400
-62,700
-16% -$878K 0.31% 117
2021
Q3 		$3.94M Sell
393,100
-47,600
-11% -$466K 0.3% 114
2021
Q2 		$4.1M Buy
+440,700
New +$4.65M 0.33% 107

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BICM
Breach Inlet Capital Management Mt. Pleasant, South Carolina $305M AUM 7.94% 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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return

Hillsdale Investment Management's TIPT Position: Q2 2025 in Review

Hillsdale Investment Management sold out of Tiptree Inc (TIPT) in Q2 2025, closing a stake of 229,777 shares — an estimated $5.54M sold.

Hillsdale Investment Management first reported a position in TIPT in Q2 2021 and held it in 15 quarters. The position peaked at $5.54M in Q1 2025. 143 funds tracked by Wall St. Rank hold TIPT as of Q2 2025.

  • Hillsdale Investment Management reported no remaining Tiptree Inc position as of Q2 2025 after selling out during the quarter.
  • Hillsdale Investment Management sold 229,777 Tiptree Inc shares in Q2 2025, an estimated $5.54M.
  • Hillsdale Investment Management first reported a position in Tiptree Inc in Q2 2021 and held it in 15 quarters.
  • Hillsdale Investment Management's Tiptree Inc position peaked at $5.54M in Q1 2025.
  • 143 funds tracked by Wall St. Rank held Tiptree Inc as of Q2 2025.

Based on Hillsdale Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.