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Tiptree Finl Inc cl a shares owned by Private Wealth Management Group

Quarter-by-quarter ownership of Tiptree Finl Inc cl a (TIPT) shares owned by Private Wealth Management Group from 13F filings

Historical chart of Private Wealth Management Group investment in Tiptree Finl Inc cl a

Tip: Access up to 7 years of quarterly data

All positions including Tiptree Finl Inc cl a held by Private Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Tiptree Finl Inc cl a by Private Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.7k 93 18.28

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View all positions for Private Wealth Management Group

Top funds holding Tiptree Finl Inc cl a

Dimensional Fund Advisors
BlackRock
Vanguard Group
Geode Capital Management
Susquehanna International
State Street Corporation
Steamboat Capital Partners
Kennedy Capital Management
Royce & Associates
Goldman Sachs Group
Heartland Advisors
Millennium Management
Citadel Advisors
TCW Group
Qube Research & Technologies

View all funds holding Tiptree Finl Inc cl a