Jacobs Levy Equity Management
TIPT icon

Jacobs Levy Equity Management’s Tiptree Inc TIPT Stock Holding History

Jacobs Levy Equity 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
Q1 		– Sell
-10,919
Closed -$228K – 1200
2024
Q4 		$228K Hold
10,919
– – ﹤0.01% 892
2024
Q3 		$214K Sell
10,919
-3,242
-23% -$60.2K ﹤0.01% 916
2024
Q2 		$234K Hold
14,161
– – ﹤0.01% 909
2024
Q1 		$245K Buy
+14,161
New +$254K ﹤0.01% 875

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

Jacobs Levy Equity Management's TIPT Position: Q1 2025 in Review

Jacobs Levy Equity Management sold out of Tiptree Inc (TIPT) in Q1 2025, closing a stake of 10,919 shares — an estimated $228K sold.

Jacobs Levy Equity Management first reported a position in TIPT in Q1 2024 and held it in 4 quarters. The position peaked at $245K in Q1 2024. 137 funds tracked by Wall St. Rank hold TIPT as of Q1 2025.

  • Jacobs Levy Equity Management reported no remaining Tiptree Inc position as of Q1 2025 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 10,919 Tiptree Inc shares in Q1 2025, an estimated $228K.
  • Jacobs Levy Equity Management first reported a position in Tiptree Inc in Q1 2024 and held it in 4 quarters.
  • Jacobs Levy Equity Management's Tiptree Inc position peaked at $245K in Q1 2024.
  • 137 funds tracked by Wall St. Rank held Tiptree Inc as of Q1 2025.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2025, filed 15 May 2025.