Pekin Hardy Strauss’s Tiptree Inc TIPT Stock Holding History

Pekin Hardy Strauss’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 Q3	–	Sell	-9,300	Closed	-$219K	–	427
2025 Q2	$219K	Buy	+9,300	New	+$208K	0.02%	334

Other funds holding TIPT

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

SCP

Steamboat Capital Partners Rye, New York $403M AUM 43.57% 1-Year Est. Return

Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Pekin Hardy Strauss's TIPT Position: Q3 2025 in Review

Pekin Hardy Strauss sold out of Tiptree Inc (TIPT) in Q3 2025, closing a stake of 9,300 shares — an estimated $219K sold.

Pekin Hardy Strauss first reported a position in TIPT in Q2 2025 and held it in 1 quarter. The position peaked at $219K in Q2 2025. 143 funds tracked by Wall St. Rank hold TIPT as of Q3 2025.

Pekin Hardy Strauss reported no remaining Tiptree Inc position as of Q3 2025 after selling out during the quarter.
Pekin Hardy Strauss sold 9,300 Tiptree Inc shares in Q3 2025, an estimated $219K.
Pekin Hardy Strauss first reported a position in Tiptree Inc in Q2 2025 and held it in 1 quarter.
Pekin Hardy Strauss's Tiptree Inc position peaked at $219K in Q2 2025.
143 funds tracked by Wall St. Rank held Tiptree Inc as of Q3 2025.

Based on Pekin Hardy Strauss's 13F filing for Q3 2025, filed 10 Nov 2025.