Marshall Wace
TIPT icon

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
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 – 2980
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 – 4089
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Veradace Capital Management Dallas, Texas $112M AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SCP
Steamboat Capital Partners Rye, New York $403M AUM 43.57% 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
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return