Tiptree Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqCM:TIPT Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Role	Shares	Max Price
25 Mar 25	SellUS$416,025	Neil Rifkind	Individual		16,641	US$25.00

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of TIPT?
Owner Type	Number of Shares	Ownership Percentage
General Public	8,854,555	23.6%
Individual Insiders	14,195,318	37.9%
Institutions	14,450,294	38.5%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 67.31% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
26.6%	Michael Barnes	9,962,908	US$232.5m	0%	no data
9.07%	Arif Inayatullah	3,401,420	US$79.4m	0%	no data
6.06%	Dimensional Fund Advisors LP	2,270,920	US$53.0m	-6.24%	0.01%
5.79%	BlackRock, Inc.	2,170,931	US$50.7m	-6.51%	no data
3.54%	The Vanguard Group, Inc.	1,328,355	US$31.0m	2.84%	no data
2.14%	Breach Inlet Capital Management, LLC	803,675	US$18.8m	1.87%	8.77%
1.55%	Geode Capital Management, LLC	581,461	US$13.6m	1.43%	no data
1.42%	State Street Global Advisors, Inc.	531,527	US$12.4m	1.25%	no data
1.34%	Kennedy Capital Management LLC	503,923	US$11.8m	15%	0.26%
1.13%	Royce & Associates, LP	425,007	US$9.9m	-1%	0.09%
0.87%	Bridgeway Capital Management, LLC	327,024	US$7.6m	-1.28%	0.11%
0.8%	Heartland Advisors, Inc.	300,000	US$7.0m	0%	0.36%
0.74%	Jonathan Ilany	278,018	US$6.5m	0%	no data
0.73%	TCW Group, Inc.	275,183	US$6.4m	-2.38%	0.05%
0.66%	Millennium Management LLC	246,676	US$5.8m	46.9%	no data
0.58%	Citadel Advisors LLC	219,271	US$5.1m	208%	no data
0.56%	Morgan Stanley, Investment Banking and Brokerage Investments	211,643	US$4.9m	27.1%	no data
0.54%	Northern Trust Global Investments	203,764	US$4.8m	-8.49%	no data
0.51%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	192,397	US$4.5m	-13.1%	no data
0.51%	Invesco Capital Management LLC	190,947	US$4.5m	-18.7%	no data
0.5%	JPMorgan Chase & Co, Brokerage and Securities Investments	187,018	US$4.4m	25.5%	no data
0.49%	Charles Schwab Investment Management, Inc.	182,119	US$4.3m	-0.71%	no data
0.44%	Jane Street Group, LLC, Asset Management Arm	166,425	US$3.9m	566%	0.01%
0.42%	UBS Asset Management AG	156,453	US$3.7m	90.7%	no data
0.33%	Qube Research & Technologies Ltd	124,939	US$2.9m	25.4%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/09/05 21:39
End of Day Share Price	2025/09/05 00:00
Earnings	2025/06/30
Annual Earnings	2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Tiptree Inc. is covered by 1 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Jerry Doctrow	Stifel, Equities Research