IIM
TIPT icon

INTECH Investment Management’s Tiptree Inc TIPT Stock Holding History

INTECH 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
Q3 		– Sell
-13,908
Closed -$328K – 2525
2025
Q2 		$328K Buy
13,908
+1,086
+8% +$24.2K ﹤0.01% 1824
2025
Q1 		$309K Buy
12,822
+2,087
+19% +$44.4K ﹤0.01% 1869
2024
Q4 		$224K Buy
+10,735
New +$225K ﹤0.01% 1977

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
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
SCP
Steamboat Capital Partners Rye, New York $403M AUM 43.57% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

INTECH Investment Management's TIPT Position: Q3 2025 in Review

INTECH Investment Management sold out of Tiptree Inc (TIPT) in Q3 2025, closing a stake of 13,908 shares — an estimated $328K sold.

INTECH Investment Management first reported a position in TIPT in Q4 2024 and held it in 3 quarters. The position peaked at $328K in Q2 2025. 143 funds tracked by Wall St. Rank hold TIPT as of Q3 2025.

  • INTECH Investment Management reported no remaining Tiptree Inc position as of Q3 2025 after selling out during the quarter.
  • INTECH Investment Management sold 13,908 Tiptree Inc shares in Q3 2025, an estimated $328K.
  • INTECH Investment Management first reported a position in Tiptree Inc in Q4 2024 and held it in 3 quarters.
  • INTECH Investment Management's Tiptree Inc position peaked at $328K in Q2 2025.
  • 143 funds tracked by Wall St. Rank held Tiptree Inc as of Q3 2025.

Based on INTECH Investment Management's 13F filing for Q3 2025, filed 12 Nov 2025.