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Tiptree Ownership | Who Owns Tiptree?

OverviewRevenueFinancialsChartTranscripts

Tiptree Ownership Summary

Tiptree is owned by 39.57% institutional investors, 38.32% insiders, and 22.11% retail investors. Dimensional fund advisors lp is the largest institutional shareholder, holding 6.85% of TIPT shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 1.86% of its assets in Tiptree shares.

TIPT Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockTiptree39.57%38.32%22.11%
SectorFinancial Services Stocks 43.20%12.55%44.25%
IndustrySpecialty Insurance Stocks71.35%13.77%14.88%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv689.52K1.86%-
iShares Russell 2000 ETF662.82K1.79%-1.48K
DFA US Small Cap Value I639.23K1.73%-11.79K
DFA US Targeted Value I382.66K1.03%-
Vanguard Institutional Extnd Mkt Idx Tr347.68K0.94%6.77K
Heartland Value Investor325.00K0.88%-
DFA US Small Cap I275.77K0.74%-
DFA US Micro Cap I258.07K0.70%-
Fidelity Small Cap Index257.61K0.70%-7.31K
Royce Capital Small-Cap Inv247.99K0.67%-

Recent Insider Transactions

DateNameRoleActivityValue
May 28, 2024Ilany Jonathan Chief Executive OfficerBuy$27.13K
Mar 05, 2024Ilany Jonathan Chief Executive OfficerBuy$49.16K
Jan 08, 2024Rifkind Neil Charles General Counsel and SecretarySell$355.28K
Dec 14, 2023Rifkind Neil Charles General Counsel and SecretarySell$54.92K
Jun 07, 2023Ilany Jonathan Chief Executive OfficerBuy$22.83K

Insider Transactions Trends

DateBuySell
2024 Q4--
2024 Q3--
2024 Q21-
2024 Q111
2023 Q4-1

TIPT Ownership FAQ

Who Owns Tiptree?

Tiptree shareholders are primarily institutional investors at 39.57%, followed by 38.32% insiders and 22.11% retail investors. The average institutional ownership in Tiptree's industry, Specialty Insurance Stocks, is 71.35%, which Tiptree falls below.

Who owns the most shares of Tiptree?

Tiptree’s largest shareholders are Dimensional fund advisors lp (2.52M shares, 6.85%), Blackrock (2.13M shares, 5.78%), and Vanguard group (1.22M shares, 3.32%). Together, they hold 15.95% of Tiptree’s total shares outstanding.

Does Blackrock own Tiptree?

Yes, BlackRock owns 5.78% of Tiptree, totaling 2.13M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 35.07M$. In the last quarter, BlackRock increased its holdings by 160.39K shares, a 8.16% change.

Who is Tiptree’s biggest shareholder by percentage of total assets invested?

Breach inlet capital management is Tiptree’s biggest shareholder by percentage of total assets invested, with 9.37% of its assets in 692.51K Tiptree shares, valued at 11.42M$.

Who is the top mutual fund holder of Tiptree shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Tiptree shares, with 1.86% of its total shares outstanding invested in 689.52K Tiptree shares.

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