Mercer Global Advisors
TIPT icon

Mercer Global Advisors’s Tiptree Inc TIPT Stock Holding History

Mercer Global Advisors’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 		$625K Buy
34,897
+10,470
+43% +$181K ﹤0.01% 2096
2026
Q1 		$413K Sell
24,427
-535
-2% -$9.15K ﹤0.01% 2134
2025
Q4 		$456K Buy
24,962
+1,520
+6% +$27.7K ﹤0.01% 1921
2025
Q3 		$449K Buy
23,442
+2,330
+11% +$51.9K ﹤0.01% 1817
2025
Q2 		$498K Buy
21,112
+45
+0.2% +$1K ﹤0.01% 1571
2025
Q1 		$508K Buy
21,067
+188
+0.9% +$4K ﹤0.01% 1464
2024
Q4 		$436K Buy
+20,879
New +$437K ﹤0.01% 1521
2024
Q3 		– Sell
-40,703
Closed -$671K – 2048
2024
Q2 		$671K Buy
+40,703
New +$681K ﹤0.01% 1157

Other funds holding TIPT

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Veradace Capital Management Dallas, Texas $132M AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Nuveen
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

Mercer Global Advisors's TIPT Position: Q2 2026 in Review

Mercer Global Advisors increased its Tiptree Inc (TIPT) stake by 43% in Q2 2026, buying an estimated $181K and bringing the position to 34,897 shares worth $625K. The position accounts for ﹤0.01% of the portfolio, ranked #2096.

Mercer Global Advisors first reported a position in TIPT in Q2 2024 and has held it in 8 quarters since. The position peaked at $671K in Q2 2024. 140 funds tracked by Wall St. Rank hold TIPT as of Q2 2026.

  • Mercer Global Advisors held 34,897 shares of Tiptree Inc worth $625K as of Q2 2026.
  • Mercer Global Advisors bought 10,470 Tiptree Inc shares in Q2 2026, an estimated $181K.
  • Tiptree Inc made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #2096 holding.
  • Mercer Global Advisors first reported a position in Tiptree Inc in Q2 2024 and has held it in 8 quarters since.
  • Mercer Global Advisors's Tiptree Inc position peaked at $671K in Q2 2024.
  • 140 funds tracked by Wall St. Rank held Tiptree Inc as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.