TIPT

TIPTREE INC.

Nasdaq · Fire, Marine & Casualty Insurance · Inc. MD · CIK 0001393726
$17.69 +0.11% $669.9M
High Impact Filing (7/10)5 New Institutional Positions
Vol
Market Cap$669.9M
Cap SizeSmall Cap
Inst. Holders7 funds
Inst. Value$37.2M
Inst. Activity5 buys / 0 sells
Insider Activity3B / 0S
Insider Net $$79.0K
SEC Reports2
Exchange Nasdaq·Sector Fire, Marine & Casualty Insurance·Inc. MD·CIK 0001393726·Prev Close $17.67

Recent Activity

May 29, 2026 SEC
Tiptree completed the sale of its subsidiary Fortegra to DB Insurance Co., Ltd. for approximately $1.08 billion in net c
8-K — Impact 7/10
May 27, 2026 Insider
Ilany Jonathan bought 990 shares
Director @ $17.45 ($17.3K)
May 22, 2026 SEC
Tiptree Inc. filed an 8-K under Item 7.01 to disclose that the previously announced sale of its subsidiary Fortegra to D
8-K — Impact 7/10
Apr 28, 2026 earnings_calendar
TIPT Q1 2026 Earnings Scheduled — 2026-04-28
Apr 2, 2026 Insider
Smith Bradley E. sold 1,907 shares
Director @ $0.00 ($0.00)
Apr 2, 2026 Insider
Goldwasser Lesley sold 1,144 shares
Director @ $0.00 ($0.00)
Inst.
MORGAN STANLEY — ADD
291,076 shares ($5.3M)
Inst.
TWO SIGMA INVESTMENTS, LP — ADD
49,871 shares ($911.1K)

Latest Reports

BULLISH 8-K 7/10
Tiptree completed the sale of its subsidiary Fortegra to DB Insurance Co., Ltd. for approximately $1.08 billion in net c
May 29, 2026
BULLISH 8-K 7/10
Tiptree Inc. filed an 8-K under Item 7.01 to disclose that the previously announced sale of its subsidiary Fortegra to D
May 22, 2026

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$25.7M—
MORGAN STANLEY$5.3MADD
CHARLES SCHWAB INVESTMENT MANAGEMENT$3.5MNEW
TWO SIGMA INVESTMENTS, LP$911.1KADD
BANK OF AMERICA CORP$768.6KADD

Recent Insider Trades

DateInsiderTypeValue
May 27, 2026Ilany JonathanBUY$17.3K
Apr 2, 2026Smith BradleyA$0.00
Apr 2, 2026Goldwasser LesleyA$0.00
Mar 12, 2026McKinney ScottBUY$19.7K
Mar 11, 2026McKinney ScottBUY$42.0K
7 institutional holders with $37.2M total value (2,034,812 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, CHARLES. Net buying activity: 5 institutions added/increased vs 0 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC1,404,273$25.7M69.0%—
2MORGAN STANLEY291,076$5.3M14.3%ADD +62.2%
3CHARLES SCHWAB INVESTMENT MANAGEMENT INC193,102$3.5M9.5%NEW
4TWO SIGMA INVESTMENTS, LP49,871$911.1K2.5%ADD +33.8%
5BANK OF AMERICA CORP /DE/42,070$768.6K2.1%ADD +34.8%
6WELLS FARGO & COMPANY/MN33,913$619.6K1.7%ADD +41.0%
7FMR LLC20,507$374.7K1.0%DOUBLED +1390.3%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
MORGAN STANLEYADD179,495291,076+62.2%$5.3M2025-Q4
TWO SIGMA INVESTMENTS, LPADD37,28249,871+33.8%$911.1K2025-Q4
BANK OF AMERICA CORP /DE/ADD31,20042,070+34.8%$768.6K2025-Q4
WELLS FARGO & COMPANY/MNADD24,05333,913+41.0%$619.6K2025-Q4
FMR LLCDOUBLED1,37620,507+1390.3%$374.7K2025-Q4
UBS Group AGTRIM102,22251,655-49.5%$990.2K2025-Q3
TWO SIGMA INVESTMENTS, LPADD28,27637,282+31.9%$714.7K2025-Q3
FMR LLCNEAR_EXIT8,3301,376-83.5%$26.4K2025-Q3
NORGES BANKEXIT74,9000-100.0%$0.002025-Q3
MORGAN STANLEYADD170,161216,277+27.1%$5.1M2025-Q2
UBS Group AGADD52,397102,222+95.1%$2.4M2025-Q2
NORGES BANKNEW—74,900—$1.8M2025-Q2
RENAISSANCE TECHNOLOGIES LLCEXIT14,7000-100.0%$0.002025-Q2
CITADEL ADVISORS LLCDOUBLED24,170120,807+399.8%$2.9M2025-Q1
UBS Group AGADD34,21052,397+53.2%$1.3M2025-Q1
TWO SIGMA INVESTMENTS, LPTRIM70,42935,854-49.1%$863.7K2025-Q1
WELLS FARGO & COMPANY/MNADD14,08721,398+51.9%$515.5K2025-Q1
RENAISSANCE TECHNOLOGIES LLCTRIM23,00014,700-36.1%$354.1K2025-Q1
CITADEL ADVISORS LLCTRIM61,89224,170-60.9%$504.2K2024-Q4
RENAISSANCE TECHNOLOGIES LLCNEW—23,000—$479.8K2024-Q4
WELLS FARGO & COMPANY/MNADD10,68414,087+31.9%$293.8K2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW—183,552—$3.6M2024-Q3
MORGAN STANLEYADD86,959127,792+47.0%$2.5M2024-Q3
4 unique insiders with 3 transactions. Net insider value: $79.0K ($79.0K bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 27, 2026Ilany JonathanDirectorBUY990$17.45$17.3K
Apr 2, 2026Smith Bradley E.DirectorA1,907$0.00$0.00
Apr 2, 2026Goldwasser LesleyDirectorA1,144$0.00$0.00
Mar 12, 2026McKinney Scott T.Chief Financial OfficerBUY1,232$15.98$19.7K
Mar 11, 2026McKinney Scott T.Chief Financial OfficerBUY2,600$16.15$42.0K
Feb 20, 2026McKinney Scott T.Chief Financial OfficerM15,110$0.00$0.00
Feb 20, 2026McKinney Scott T.Chief Financial OfficerF5,143$17.06$87.7K
Feb 20, 2026McKinney Scott T.Chief Financial OfficerM15,110$0.00$0.00
2 SEC filing reports analyzed. Sentiment: 2 bullish, 0 bearish, 0 mixed, 0 neutral. Avg impact: 7.0/10.
BULLISH 8-K 7/10
Tiptree completed the sale of its subsidiary Fortegra to DB Insurance Co., Ltd. for approximately $1
May 29, 2026
BULLISH 8-K 7/10
Tiptree Inc. filed an 8-K under Item 7.01 to disclose that the previously announced sale of its subs
May 22, 2026
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No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2018-12-31
 $0.00 $0.00 $0.00 — — — $0.0B — —
Next Q
 $0.00 $0.00 $0.00 — — — $0.0B — —
Current FY
 $0.00 $0.00 $0.00 — — — $0.0B — —
Next FY
 $0.00 $0.00 $0.00 — — — $0.0B — —
∅

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

∅

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

Apr 28, 2026
earnings_calendar
TIPT Q1 2026 Earnings Scheduled — 2026-04-28
Feb 24, 2026
earnings_calendar
TIPT Q4 2025 Earnings Scheduled — 2026-02-24