Sanders Morris Harris’s Tiptree Inc TIPT Stock Holding History

Sanders Morris Harris’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 Q4	–	Sell	-48,000	Closed	-$920K	–	265
2025 Q3	$920K	Buy	48,000 +18,000	+60%	+$401K	0.12%	116
2025 Q2	$707K	Buy	30,000 +10,000	+50%	+$223K	0.17%	55
2025 Q1	$482K	Sell	20,000 -5,000	-20%	-$106K	0.07%	159
2024 Q4	$518K	Buy	25,000 +10,000	+67%	+$209K	0.08%	161
2024 Q3	$294K	Sell	15,000 -15,000	-50%	-$279K	0.05%	217
2024 Q2	$495K	Buy	+30,000	New	+$502K	0.08%	156

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SCP

Steamboat Capital Partners Rye, New York $468M AUM 80.81% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Sanders Morris Harris's TIPT Position: Q4 2025 in Review

Sanders Morris Harris sold out of Tiptree Inc (TIPT) in Q4 2025, closing a stake of 48,000 shares — an estimated $920K sold.

Sanders Morris Harris first reported a position in TIPT in Q2 2024 and held it in 6 quarters. The position peaked at $920K in Q3 2025. 139 funds tracked by Wall St. Rank hold TIPT as of Q4 2025.

Sanders Morris Harris reported no remaining Tiptree Inc position as of Q4 2025 after selling out during the quarter.
Sanders Morris Harris sold 48,000 Tiptree Inc shares in Q4 2025, an estimated $920K.
Sanders Morris Harris first reported a position in Tiptree Inc in Q2 2024 and held it in 6 quarters.
Sanders Morris Harris's Tiptree Inc position peaked at $920K in Q3 2025.
139 funds tracked by Wall St. Rank held Tiptree Inc as of Q4 2025.

Based on Sanders Morris Harris's 13F filing for Q4 2025, filed 8 Jan 2026.