Marshall Wace’s Tiptree Inc TIPT Stock Holding History

Marshall Wace’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 Q2	$595K	Sell	33,208 -8,719	-21%	-$151K	﹤0.01%	2444
2026 Q1	$709K	Sell	41,927 -95,649	-70%	-$1.64M	﹤0.01%	2298
2025 Q4	$2.51M	Buy	137,576 +127,189	+1,225%	+$2.32M	﹤0.01%	1464
2025 Q3	$199K	Buy	+10,387	New	+$231K	﹤0.01%	2575
2024 Q3	–	Sell	-51,312	Closed	-$846K	–	2952
2024 Q2	$846K	Buy	51,312 +27,335	+114%	+$457K	﹤0.01%	1763
2024 Q1	$414K	Buy	+23,977	New	+$430K	﹤0.01%	2004
2022 Q1	–	Sell	-9,261	Closed	-$128K	–	4013
2021 Q4	$128K	Sell	9,261 -26,658	-74%	-$373K	﹤0.01%	3316
2021 Q3	$359K	Sell	35,919 -72,885	-67%	-$713K	﹤0.01%	2567
2021 Q2	$1.01M	Buy	108,804 +80,886	+290%	+$854K	﹤0.01%	1798
2021 Q1	$250K	Buy	+27,918	New	+$161K	﹤0.01%	2188

Other funds holding TIPT

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Veradace Capital Management Dallas, Texas $132M AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

Marshall Wace's TIPT Position: Q2 2026 in Review

Marshall Wace reduced its Tiptree Inc (TIPT) stake by 21% in Q2 2026, selling an estimated $151K and leaving 33,208 shares worth $595K. The position accounts for ﹤0.01% of the portfolio, ranked #2444.

Marshall Wace first reported a position in TIPT in Q1 2021 and has held it in 10 quarters since. The position peaked at $2.51M in Q4 2025. 140 funds tracked by Wall St. Rank hold TIPT as of Q2 2026.

Marshall Wace held 33,208 shares of Tiptree Inc worth $595K as of Q2 2026.
Marshall Wace sold 8,719 Tiptree Inc shares in Q2 2026, an estimated $151K.
Tiptree Inc made up ﹤0.01% of Marshall Wace's portfolio in Q2 2026, its #2444 holding.
Marshall Wace first reported a position in Tiptree Inc in Q1 2021 and has held it in 10 quarters since.
Marshall Wace's Tiptree Inc position peaked at $2.51M in Q4 2025.
140 funds tracked by Wall St. Rank held Tiptree Inc as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.