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Royce & Associates’s Tiptree Inc TIPT Stock Holding History

Royce & Associates’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 		$1.89M Sell
111,959
-329,297
-75% -$5.64M 0.02% 586
2025
Q4 		$8.06M Sell
441,256
-2,005
-0.5% -$36.5K 0.08% 373
2025
Q3 		$8.5M Buy
443,261
+18,254
+4% +$407K 0.08% 355
2025
Q2 		$10M Sell
425,007
-4,290
-1% -$95.8K 0.1% 288
2025
Q1 		$10.3M Sell
429,297
-94,950
-18% -$2.02M 0.11% 274
2024
Q4 		$10.9M Buy
524,247
+68,338
+15% +$1.43M 0.1% 291
2024
Q3 		$8.92M Hold
455,909
– – 0.08% 341
2024
Q2 		$7.52M Sell
455,909
-104,180
-19% -$1.74M 0.07% 397
2024
Q1 		$9.68M Sell
560,089
-55,098
-9% -$989K 0.09% 338
2023
Q4 		$11.7M Sell
615,187
-25,773
-4% -$446K 0.11% 268
2023
Q3 		$10.7M Sell
640,960
-2,728
-0.4% -$43.3K 0.11% 261
2023
Q2 		$9.66M Sell
643,688
-23,500
-4% -$327K 0.09% 322
2023
Q1 		$9.72M Sell
667,188
-19,100
-3% -$291K 0.1% 319
2022
Q4 		$9.5M Buy
686,288
+38,928
+6% +$501K 0.1% 300
2022
Q3 		$6.97M Sell
647,360
-34,092
-5% -$389K 0.08% 360
2022
Q2 		$7.24M Buy
681,452
+69,676
+11% +$783K 0.07% 380
2022
Q1 		$7.86M Buy
611,776
+222,453
+57% +$2.86M 0.07% 428
2021
Q4 		$5.38M Buy
389,323
+129,428
+50% +$1.81M 0.04% 550
2021
Q3 		$2.6M Buy
+259,895
New +$2.54M 0.02% 702

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