TIPT
TIPTREE INC.Marquee-fund ownership over time
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Citadel Advisors | Q3 2024(8Q snapshot) | 7Q | $18 | $17 | -5% |
| Two Sigma Investments | Q3 2024(8Q snapshot) | 7Q | $18 | $17 | -5% |
| D.E. Shaw | Q3 2024(8Q snapshot) | 7Q | $18 | $17 | -5% |
| AQR Capital Management re-entered | Q3 2024(8Q snapshot) | 7Q | $18 | $17 | -5% |
| Millennium Management | Q3 2024(8Q snapshot) | 7Q | $18 | $17 | -5% |
| Point72 Asset Management | Q3 2025(8Q snapshot) | 3Q | $22 | $17 | -23% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Renaissance Technologies 2× in & out | Q1 2025 | Q3 2025 | → $23 | +16% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at TIPTREE INC.. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from May 28, 2026 — the most recent Form 4 on file — not from today.
- Form 40001499150-26-000002May 28, 2026
- Form 40001579089-26-000002Apr 6, 2026
- Form 40001465575-26-000003Apr 6, 2026
- Form 40001959663-26-000002Mar 13, 2026
- Form 40001193125-26-063941Feb 23, 2026
- Form 40001193125-26-008341Jan 9, 2026
- Form 40001193125-26-008339Jan 9, 2026
- Form 40001193125-25-273331Nov 10, 2025
- Form 40001193125-25-231297Oct 6, 2025
- Form 40001193125-25-231291Oct 6, 2025
- Form 40001193125-25-206158Sep 17, 2025
- Form 40000950170-25-114590Sep 12, 2025
- Form 40001499150-25-000005Sep 4, 2025
- Form 40001393726-25-000066Jul 7, 2025
- Form 40001393726-25-000064Jul 7, 2025
Fundamentals
XBRL · TIPTREE INC.Annual figures sourced directly from TIPTREE INC.'s 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for TIPTREE INC. — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 8-KMaterial eventMay 29, 2026
- 8-KMaterial eventMay 22, 2026
- 8-KMaterial eventMay 4, 2026
- 10-QQuarterly reportApr 30, 2026
- 8-KMaterial eventApr 30, 2026
- 8-KMaterial eventApr 29, 2026
- DEF 14AProxy statementMar 16, 2026
- 10-KAnnual reportMar 9, 2026
- 8-KMaterial eventMar 6, 2026
- 8-KMaterial eventDec 16, 2025
- 8-KMaterial eventDec 5, 2025
- 8-KMaterial eventDec 4, 2025
- 8-KMaterial eventNov 24, 2025
- 10-QQuarterly reportOct 31, 2025
- 8-KMaterial eventOct 31, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Point72 Asset Management | Q3 2025 | open | $22 | $17 | -23% |
| AQR Capital Management | Q2 2025 | open | $22 | $17 | -21% |
| Renaissance Technologies | Q1 2025 | Q3 2025 | $19 | $23 | +16% |
| Citadel Advisors | Q3 2024 | open | $18 | $17 | -5% |
| Two Sigma Investments | Q3 2024 | open | $18 | $17 | -5% |
| D.E. Shaw | Q3 2024 | open | $18 | $17 | -5% |
| AQR Capital Management | Q3 2024 | Q1 2025 | $18 | $19 | +8% |
| Millennium Management | Q3 2024 | open | $18 | $17 | -5% |
| Renaissance Technologies | Q3 2024 | Q4 2024 | $18 | $21 | +20% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.