TA
TIPT icon

Tectonic Advisors’s Tiptree Inc TIPT Stock Holding History

Tectonic Advisors’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 		– Sell
-30,759
Closed -$562K – 315
2025
Q4 		$562K Buy
30,759
+1,209
+4% +$22K 0.03% 241
2025
Q3 		$566K Sell
29,550
-246
-0.8% -$5.48K 0.03% 241
2025
Q2 		$703K Sell
29,796
-1,749
-6% -$39K 0.04% 202
2025
Q1 		$760K Buy
31,545
+2,387
+8% +$50.8K 0.05% 190
2024
Q4 		$608K Buy
29,158
+1,662
+6% +$34.8K 0.04% 208
2024
Q3 		$538K Buy
27,496
+737
+3% +$13.7K 0.04% 221
2024
Q2 		$441K Buy
26,759
+2,112
+9% +$35.3K 0.03% 230
2024
Q1 		$426K Sell
24,647
-1,547
-6% -$27.8K 0.03% 230
2023
Q4 		$497K Buy
26,194
+5,837
+29% +$101K 0.04% 209
2023
Q3 		$341K Sell
20,357
-14,698
-42% -$233K 0.03% 221
2023
Q2 		$526K Buy
35,055
+1,080
+3% +$15K 0.06% 189
2023
Q1 		$495K Buy
33,975
+3,658
+12% +$55.6K 0.07% 181
2022
Q4 		$420K Buy
+30,317
New +$390K 0.07% 179

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