TIPTREE INC. (TIPT)

NASDAQ · Insurance · Fire, Marine & Casualty Insurance

Price

$17.32

Day

-0.86%

Market cap

$650.71M

P/E

14.4

Close 2026-09-23.

The company

OVERVIEW Our Business At Tiptree, our mission is to build long-term value by allocating capital to select small and middle market companies across industries. We have a significant track record investing in the insurance and credit-related financial sectors. With proprietary access and a flexible capital base, we seek to uncover compelling investment opportunities and support management teams in unlocking the full value potential of their businesses. This investment philosophy, executed by our experienced leadership, is our hallmark and has delivered consistent risk-adjusted returns to our stockholders since 2007.

From Item 1: OVERVIEW · Our Business.

Institutional holders

Largest positions reported on Form 13F for the quarter ended 2026-06-30, by value.

• DIMENSIONAL FUND ADVISORS LP — $37.82M
• Veradace Capital Management LLC — $23.35M
• BlackRock, Inc. — $19.57M
• VANGUARD CAPITAL MANAGEMENT LLC — $17.86M
• BlackRock, Inc. — $13.27M
• GEODE CAPITAL MANAGEMENT, LLC — $10.14M
• STATE STREET CORP — $9.99M
• GABELLI FUNDS LLC — $9.63M

Insider trades

Open-market buys and sales filed on Form 4, newest first. Grants, option exercises and tax withholding are left out.

• Ilany Jonathan (Director) bought 990 shares at $17.45 on 2026-05-27
• McKinney Scott T. (Chief Financial Officer) bought 1,232 shares at $15.98 on 2026-03-12
• McKinney Scott T. (Chief Financial Officer) bought 2,600 shares at $16.15 on 2026-03-11
• Mielle Dominique (Director) bought 5,500 shares at $18.29 on 2025-11-07
• Rifkind Neil Charles (General Counsel and Secretary) sold 16,641 shares at $25.00 on 2025-03-25

Recent filings

• SCHEDULE 13G — 2026-07-30
• 10-Q — 2026-07-29
• 8-K — 2026-07-29
• 4 — 2026-07-06
• 4 — 2026-07-06
• S-8 — 2026-06-03
• 8-K — 2026-05-29
• 4 — 2026-05-28
• 8-K — 2026-05-22
• 8-K — 2026-05-04