TIPTREE INC

$TIPT

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Institutional coverage

129 13F filers hold $TIPT.

13F holders

129

Insider buys · 90d

Congress · 90d

Smart Money · top-200 alpha cohort

3 holders · Q1 2026

$TIPT is held by 3 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 0.00%, with an average of 0.00% of portfolio. Largest holder: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC at 0.00%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

Nisa Investment Advisors, LLC

0.00% held

α +16.6pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 129 · Source: 13F-HR

Calton & Associates, Inc.

0.18% of portfolio

494,489 sh

Kennedy Capital Management LLC

0.19% of portfolio

482,880 sh

Atlantic Edge Private Wealth Management, LLC

Traub Capital Management LLC

0.01% of portfolio

389,900 sh

Evergreen Capital Management LLC

—

323,381 sh

Marco Investment Management LLC

0.04% of portfolio

314,668 sh

See all 129 13F holders · Pro →

Insider activity · last 90 days

1 transactions · 1 filers

25 Mar 2025

Rifkind Neil Charles —

▼ SOLD

16,641

$25.00

Transaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $TIPT in the recent window.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 13:07 UTC.