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Summit Securities Group’s Tiptree Inc TIPT Stock Holding History

Summit Securities Group’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
-460
Closed -$10.8K – 1359
2025
Q2 		$10.8K Buy
+460
New +$10.3K ﹤0.01% 870
2024
Q2 		– Sell
-466
Closed -$8K – 789
2024
Q1 		$8K Buy
+466
New +$8.36K ﹤0.01% 358
2021
Q4 		– Sell
-25,633
Closed -$257K – 941
2021
Q3 		$257K Buy
25,633
+2,700
+12% +$26.4K 0.02% 572
2021
Q2 		$213K Buy
+22,933
New +$242K 0.02% 642

Other funds holding TIPT

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
RA
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
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Summit Securities Group's TIPT Position: Q3 2025 in Review

Summit Securities Group sold out of Tiptree Inc (TIPT) in Q3 2025, closing a stake of 460 shares — an estimated $10.8K sold.

Summit Securities Group first reported a position in TIPT in Q2 2021 and held it in 4 quarters. The position peaked at $257K in Q3 2021. 143 funds tracked by Wall St. Rank hold TIPT as of Q3 2025.

  • Summit Securities Group reported no remaining Tiptree Inc position as of Q3 2025 after selling out during the quarter.
  • Summit Securities Group sold 460 Tiptree Inc shares in Q3 2025, an estimated $10.8K.
  • Summit Securities Group first reported a position in Tiptree Inc in Q2 2021 and held it in 4 quarters.
  • Summit Securities Group's Tiptree Inc position peaked at $257K in Q3 2021.
  • 143 funds tracked by Wall St. Rank held Tiptree Inc as of Q3 2025.

Based on Summit Securities Group's 13F filing for Q3 2025, filed 13 Nov 2025.