Lazard Asset Management
TIPT icon

Lazard Asset Management’s Tiptree Inc TIPT Stock Holding History

Lazard Asset 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
-3,566
Closed -$85K – 2533
2025
Q1 		$85K Sell
3,566
-377
-10% -$8.02K ﹤0.01% 1851
2024
Q4 		$82K Sell
3,943
-249
-6% -$5.21K ﹤0.01% 1860
2024
Q3 		$82K Hold
4,192
– – ﹤0.01% 1817
2024
Q2 		$69K Hold
4,192
– – ﹤0.01% 1864
2024
Q1 		$72K Sell
4,192
-197
-4% -$3.54K ﹤0.01% 1635
2023
Q4 		$83K Hold
4,389
– – ﹤0.01% 1736
2023
Q3 		$73K Hold
4,389
– – ﹤0.01% 1743
2023
Q2 		$65K Hold
4,389
– – ﹤0.01% 1742
2023
Q1 		$63K Hold
4,389
– – ﹤0.01% 1724
2022
Q4 		$60K Hold
4,389
– – ﹤0.01% 1722
2022
Q3 		$47K Hold
4,389
– – ﹤0.01% 1822
2022
Q2 		$46K Hold
4,389
– – ﹤0.01% 1857
2022
Q1 		$56K Hold
4,389
– – ﹤0.01% 1690
2021
Q4 		$60K Hold
4,389
– – ﹤0.01% 1657
2021
Q3 		$43K Buy
+4,389
New +$42.9K ﹤0.01% 1755

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

Lazard Asset Management's TIPT Position: Q2 2025 in Review

Lazard Asset Management sold out of Tiptree Inc (TIPT) in Q2 2025, closing a stake of 3,566 shares — an estimated $85K sold.

Lazard Asset Management first reported a position in TIPT in Q3 2021 and held it in 15 quarters. The position peaked at $85K in Q1 2025. 143 funds tracked by Wall St. Rank hold TIPT as of Q2 2025.

  • Lazard Asset Management reported no remaining Tiptree Inc position as of Q2 2025 after selling out during the quarter.
  • Lazard Asset Management sold 3,566 Tiptree Inc shares in Q2 2025, an estimated $85K.
  • Lazard Asset Management first reported a position in Tiptree Inc in Q3 2021 and held it in 15 quarters.
  • Lazard Asset Management's Tiptree Inc position peaked at $85K in Q1 2025.
  • 143 funds tracked by Wall St. Rank held Tiptree Inc as of Q2 2025.

Based on Lazard Asset Management's 13F filing for Q2 2025, filed 14 Aug 2025.