Whittier Trust’s Hippo Holdings HIPO Stock Holding History

Whittier Trust’s Portfolio HIPO Stock Details HIPO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-2,638	Closed	-$67.4K	–	1532
2025 Q1	$67.4K	Hold	2,638	–	–	﹤0.01%	872
2024 Q4	$70.6K	Hold	2,638	–	–	﹤0.01%	870
2024 Q3	$44.5K	Hold	2,638	–	–	﹤0.01%	943
2024 Q2	$45.3K	Hold	2,638	–	–	﹤0.01%	929
2024 Q1	$48.2K	Hold	2,638	–	–	﹤0.01%	943
2023 Q4	$24.1K	Buy	2,638 +1,740	+194%	+$14.4K	﹤0.01%	1064
2023 Q3	$7.16K	Hold	898	–	–	﹤0.01%	1313
2023 Q2	$14.8K	Hold	898	–	–	﹤0.01%	1187
2023 Q1	$14.6K	Hold	898	–	–	﹤0.01%	1219
2022 Q4	$12.2K	Buy	+898	New	+$13.5K	﹤0.01%	1256
2022 Q3	–	Sell	-1,797	Closed	-$39K	–	1697
2022 Q2	$39K	Hold	1,797	–	–	﹤0.01%	1008
2022 Q1	$89K	Hold	1,797	–	–	﹤0.01%	849
2021 Q4	$127K	Hold	1,797	–	–	﹤0.01%	771
2021 Q3	$210K	Buy	+1,797	New	+$315K	﹤0.01%	630

Other funds holding HIPO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BCM

Bond Capital Management San Francisco, California $305M AUM 19.07% 1-Year Est. Return

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

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return

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

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return

WCM

Westerly Capital Management San Francisco, California $542M AUM 48.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Whittier Trust's HIPO Position: Q2 2025 in Review

Whittier Trust sold out of Hippo Holdings (HIPO) in Q2 2025, closing a stake of 2,638 shares — an estimated $67.4K sold.

Whittier Trust first reported a position in HIPO in Q3 2021 and held it in 14 quarters. The position peaked at $210K in Q3 2021. 109 funds tracked by Wall St. Rank hold HIPO as of Q2 2025.

Whittier Trust reported no remaining Hippo Holdings position as of Q2 2025 after selling out during the quarter.
Whittier Trust sold 2,638 Hippo Holdings shares in Q2 2025, an estimated $67.4K.
Whittier Trust first reported a position in Hippo Holdings in Q3 2021 and held it in 14 quarters.
Whittier Trust's Hippo Holdings position peaked at $210K in Q3 2021.
109 funds tracked by Wall St. Rank held Hippo Holdings as of Q2 2025.

Based on Whittier Trust's 13F filing for Q2 2025, filed 30 Jul 2025.