Rothschild Investment LLC’s Tiptree Inc TIPT Stock Holding History

Rothschild Investment LLC’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	$4.36K	Buy	243 +157	+183%	+$2.71K	﹤0.01%	2364
2026 Q1	$1.46K	Sell	86 -772	-90%	-$13.2K	﹤0.01%	2705
2025 Q4	$15.7K	Buy	858 +78	+10%	+$1.42K	﹤0.01%	1405
2025 Q3	$15K	Sell	780 -40	-5%	-$891	﹤0.01%	1322
2025 Q2	$19.3K	Hold	820	–	–	﹤0.01%	1023
2025 Q1	$19.8K	Buy	820 +45	+6%	+$957	﹤0.01%	1007
2024 Q4	$16.2K	Buy	775 +760	+5,067%	+$15.9K	﹤0.01%	1053
2024 Q3	$294	Buy	15 +5	+50%	+$93	﹤0.01%	2615
2024 Q2	$165	Buy	+10	New	+$167	﹤0.01%	2545

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

Rothschild Investment LLC's TIPT Position: Q2 2026 in Review

Rothschild Investment LLC increased its Tiptree Inc (TIPT) stake by 183% in Q2 2026, buying an estimated $2.71K and bringing the position to 243 shares worth $4.36K. The position accounts for ﹤0.01% of the portfolio, ranked #2364.

Rothschild Investment LLC first reported a position in TIPT in Q2 2024 and has held it in 9 quarters since. The position peaked at $19.8K in Q1 2025. 140 funds tracked by Wall St. Rank hold TIPT as of Q2 2026.

Rothschild Investment LLC held 243 shares of Tiptree Inc worth $4.36K as of Q2 2026.
Rothschild Investment LLC bought 157 Tiptree Inc shares in Q2 2026, an estimated $2.71K.
Tiptree Inc made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2364 holding.
Rothschild Investment LLC first reported a position in Tiptree Inc in Q2 2024 and has held it in 9 quarters since.
Rothschild Investment LLC's Tiptree Inc position peaked at $19.8K in Q1 2025.
140 funds tracked by Wall St. Rank held Tiptree Inc as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.