TIPTNasdaqFire, Marine & Casualty InsuranceFiscal year ends December 31
TIPTREE INC.
Financials through Q1 FY2026, quarter ended Mar 31, 2026Last filing: 10-Q on Jul 29, 2026
$16.37−0.09 (-0.55%)
Close on Oct 19, 2026
- Market cap
- $618.61M
- P/E (TTM)
- 17.1
- Dividend yield
- 1.47%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
45.3%
17M of 37M shares
Institutional holders
140
25 new, 23 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
4 buys · 0 sales
Net bought $179.55K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Inayatullah Arif | 3,392,420 | 8.97% | 13D (active) | Sep 26, 2025 |
| Dimensional Fund Advisors LP | 2,175,071 | 5.80% | 13G (passive) amendment | Sep 30, 2025 |
| Veradace Capital Management LLC | 1,910,770 | 5.10% | 13D (active) amendment | Nov 13, 2025 |
| John Conlin | 1,891,780 | 5.00% | 13D (active) | Nov 4, 2025 |
| BlackRock, Inc. | 1,880,776 | 5.00% | 13G (passive) | Jun 30, 2026 |
| Barnes Michael Gene | 10,439,197 | 27.31% | 13D (active) amendment | Mar 11, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of TIPT | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Dimensional Fund Advisors LP | 2,212,124 | 5.94% | $39.64M | +62,751 | 0.01% |
| BlackRock, Inc. | 2,169,681 | 5.83% | $38.88M | +133,268 | 0.00% |
| Veradace Capital Management LLC | 1,302,962 | 3.50% | $23.35M | −540,830 | 17.63% |
| Vanguard Capital Management LLC | 996,615 | 2.68% | $17.86M | +7,289 | 0.00% |
| Geode Capital Management, LLC | 653,998 | 1.76% | $11.72M | +29,854 | 0.00% |
| State Street Corp | 557,270 | 1.50% | $9.99M | +32,723 | 0.00% |
| Gabelli Funds LLC | 537,471 | 1.44% | $9.63M | +222,803 | 0.06% |
| Arrowstreet Capital, Limited Partnership | 511,881 | 1.37% | $9.17M | +238,820 | 0.00% |
| Nuveen, LLC | 509,124 | 1.37% | $9.12M | +128,006 | 0.00% |
| Kennedy Capital Management LLC | 485,373 | 1.30% | $8.70M | −9,116 | 0.15% |
| Morgan Stanley | 422,386 | 1.13% | $7.57M | +146,646 | 0.00% |
| Heartland Advisors Inc | 400,000 | 1.07% | $7.17M | – | 0.32% |
| Aqr Capital Management LLC | 364,204 | 0.98% | $6.53M | +226,040 | 0.00% |
| Tcw Group Inc | 294,183 | 0.79% | $5.27M | – | 0.04% |
| Qube Research & Technologies Ltd | 286,039 | 0.77% | $5.13M | +89,092 | 0.00% |
| JPMorgan Chase & Co | 256,105 | 0.69% | $4.56M | +69,277 | 0.00% |
| American Century Companies Inc | 234,327 | 0.63% | $4.20M | +69,793 | 0.00% |
| Northern Trust Corp | 234,081 | 0.63% | $4.19M | +36,452 | 0.00% |
| Bridgeway Capital Management, LLC | 218,157 | 0.59% | $3.91M | +9,138 | 0.07% |
| Goldman Sachs Group Inc | 206,106 | 0.55% | $3.69M | −15,902 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 140 | 17M | 45.3% | 25 / 60 | 33 / 23 | 3M | 2M |
| Q1 2026 | 142 | 17M | 44.7% | 30 / 44 | 51 / 26 | 4M | 2M |
| Q4 2025 | 139 | 17M | 44.8% | 20 / 64 | 40 / 20 | 4M | 1M |
| Q3 2025 | 143 | 14M | 37.1% | 23 / 62 | 37 / 23 | 1M | 2M |
| Q2 2025 | 143 | 14M | 38.5% | 23 / 55 | 43 / 17 | 1M | 1M |
| Q1 2025 | 138 | 14M | 38.3% | 25 / 47 | 49 / 12 | 1M | 2M |
| Q4 2024 | 126 | 15M | 40.1% | 19 / 45 | 40 / 9 | 1M | 1M |
| Q3 2024 | 117 | 15M | 39.5% | 14 / 48 | 33 / 10 | 3M | 1M |
| Q2 2024 | 114 | 15M | 39.2% | 23 / 46 | 29 / 18 | 1M | 2M |
| Q1 2024 | 110 | 15M | 39.8% | 23 / 31 | 39 / 10 | 2M | 1M |
| Q4 2023 | 98 | 14M | 37.6% | 13 / 40 | 28 / 9 | 2M | 1M |
| Q3 2023 | 94 | 13M | 34.8% | 7 / 27 | 35 / 9 | 1M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of TIPT | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 706,440 | 1.90% | $12.66M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 684,827 | 1.84% | $12.27M | 0.01% | Jun 30, 2026 |
| College Retirement Equities Fund - Total Global Stock Account | 448,286 | 1.20% | $8.03M | 0.01% | Jun 30, 2026 |
| Heartland Value Fund | 400,000 | 1.07% | $7.17M | 0.61% | Jun 30, 2026 |
| U.S. Targeted Value Portfolio | 382,659 | 1.03% | $6.80M | 0.04% | Jul 31, 2026 |
| U.S. Small Cap Portfolio | 266,564 | 0.72% | $4.74M | 0.02% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 265,942 | 0.71% | $4.77M | 0.00% | Jun 30, 2026 |
| Dimensional U.S. Targeted Value ETF | 265,694 | 0.71% | $4.72M | 0.03% | Jul 31, 2026 |
| U.S. Small Cap Value Portfolio | 261,848 | 0.70% | $4.65M | 0.02% | Jul 31, 2026 |
| Fidelity Small Cap Index Fund | 255,782 | 0.69% | $4.55M | 0.01% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 237,277 | 0.64% | $4.25M | 0.03% | Jun 30, 2026 |
| U.S. Micro Cap Portfolio | 215,405 | 0.58% | $3.83M | 0.05% | Jul 31, 2026 |
| Avantis U.S. Small Cap Value ETF | 199,229 | 0.53% | $3.63M | 0.01% | May 31, 2026 |
| EA Bridgeway Omni Small-Cap Value ETF | 128,157 | 0.34% | $2.30M | 0.10% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 123,944 | 0.33% | $2.26M | 0.01% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Michael Gene Barnes | Executive Chairman, Director, 10% owner | 48,561,021 | 130.40% | Sep 12, 2025 |
| Scott T. McKinney | Chief Financial Officer | 103,939 | 0.28% | Mar 13, 2026 |
| Neil Charles Rifkind | General Counsel and Secretary | 92,988 | 0.25% | Mar 26, 2025 |
| Lesley Goldwasser | Director | 142,230 | 0.38% | Jul 6, 2026 |
| Bradley E. Smith | Director | 274,011 | 0.74% | Jul 6, 2026 |
| Jonathan Ilany | Director | 816,475 | 2.19% | May 28, 2026 |
| Paul M. Friedman | Director | 143,673 | 0.39% | Jan 9, 2026 |
| Dominique Mielle | Director | 70,712 | 0.19% | Nov 10, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Bradley E. Smith Director | Jul 2, 2026 | Award | +1,768 | – | – | 107,263 |
| Lesley Goldwasser Director | Jul 2, 2026 | Award | +1,061 | – | – | 116,615 |
| Jonathan Ilany Director | May 27, 2026 | Buy | +990 | $17.45 | $17.28K | 193,011 |
| Lesley Goldwasser Director | Apr 2, 2026 | Award | +1,144 | – | – | 115,554 |
| Bradley E. Smith Director | Apr 2, 2026 | Award | +1,907 | – | – | 105,495 |
| Scott T. McKinney Chief Financial Officer | Mar 12, 2026 | Buy | +1,232 | $15.98 | $19.69K | 4,000 |
| Scott T. McKinney Chief Financial Officer | Mar 11, 2026 | Buy | +2,600 | $16.15 | $41.99K | 2,768 |
| Scott T. McKinney Chief Financial Officer | Feb 20, 2026 | Tax withholding | −5,143 | $17.06 | $87.74K | 99,939 |
| Scott T. McKinney Chief Financial Officer | Feb 20, 2026 | Option exercise | +15,110 | – | – | 105,082 |
| Paul M. Friedman Director | Jan 8, 2026 | Award | +2,048 | – | – | 122,398 |
| Lesley Goldwasser Director | Jan 8, 2026 | Award | +2,048 | – | – | 114,410 |
| Dominique Mielle Director | Nov 7, 2025 | Buy | +5,500 | $18.29 | $100.60K | 70,712 |
| Lesley Goldwasser Director | Oct 3, 2025 | Award | +1,807 | – | – | 112,362 |
| Paul M. Friedman Director | Oct 3, 2025 | Award | +1,807 | – | – | 120,350 |
| Jonathan Ilany Chief Executive Officer, Director | Sep 15, 2025 | Tax withholding | −124,787 | $23.70 | $2.96M | 274,742 |
| Jonathan Ilany Chief Executive Officer, Director | Sep 15, 2025 | Tax withholding | −98,531 | $23.70 | $2.34M | 399,529 |
| Jonathan Ilany Chief Executive Officer, Director | Sep 15, 2025 | Option exercise | +351,155 | $6.65 | $2.34M | 498,060 |
| Michael Gene Barnes Executive Chairman, Director, 10% owner | Sep 12, 2025 | Option exercise | +112,015 | $6.65 | $744.90K | 10,114,652 |
| Michael Gene Barnes Executive Chairman, Director, 10% owner | Sep 12, 2025 | Tax withholding | −29,224 | $25.49 | $744.92K | 10,085,428 |
| Michael Gene Barnes Executive Chairman, Director, 10% owner | Sep 12, 2025 | Tax withholding | −1,071 | $25.49 | $27.30K | 10,002,637 |
| Michael Gene Barnes Executive Chairman, Director, 10% owner | Sep 12, 2025 | Option exercise | +4,649 | $5.87 | $27.29K | 10,003,708 |
| Michael Gene Barnes Executive Chairman, Director, 10% owner | Sep 12, 2025 | Tax withholding | −10,343 | $25.49 | $263.64K | 9,999,059 |
| Michael Gene Barnes Executive Chairman, Director, 10% owner | Sep 12, 2025 | Option exercise | +46,494 | $5.67 | $263.62K | 10,009,402 |
| Jonathan Ilany Chief Executive Officer, Director | Sep 2, 2025 | Tax withholding | −33,262 | $23.36 | $777.00K | 189,773 |
| Jonathan Ilany Chief Executive Officer, Director | Sep 2, 2025 | Tax withholding | −53,128 | $23.36 | $1.24M | 146,905 |
| Jonathan Ilany Chief Executive Officer, Director | Sep 2, 2025 | Option exercise | +13,704 | $5.87 | $80.44K | 203,477 |
| Jonathan Ilany Chief Executive Officer, Director | Sep 2, 2025 | Tax withholding | −3,444 | $23.36 | $80.45K | 200,033 |
| Jonathan Ilany Chief Executive Officer, Director | Sep 2, 2025 | Option exercise | +137,038 | $5.67 | $777.01K | 223,035 |
| Paul M. Friedman Director | Jul 3, 2025 | Award | +1,595 | – | – | 118,543 |
| Lesley Goldwasser Director | Jul 3, 2025 | Award | +1,595 | – | – | 110,555 |
| Lesley Goldwasser Director | Apr 3, 2025 | Award | +1,547 | – | – | 108,960 |
| Paul M. Friedman Director | Apr 3, 2025 | Award | +1,547 | – | – | 116,948 |
| Neil Charles Rifkind General Counsel and Secretary | Mar 25, 2025 | Sale(10b5-1 plan) | −16,641 | $25.00 | $416.03K | 15,660 |
| Michael Gene Barnes Executive Chairman, Director, 10% owner | Feb 25, 2025 | Award | +60,813 | – | – | 9,962,908 |
| Jonathan Ilany Chief Executive Officer, Director | Feb 25, 2025 | Award | +151,778 | – | – | 151,778 |
| Jonathan Ilany Chief Executive Officer, Director | Feb 25, 2025 | Tax withholding | −65,781 | $21.67 | $1.43M | 85,997 |
| Scott T. McKinney Chief Financial Officer | Feb 24, 2025 | Option exercise | +15,736 | – | – | 97,922 |
| Scott T. McKinney Chief Financial Officer | Feb 24, 2025 | Tax withholding | −7,950 | $19.90 | $158.21K | 89,972 |
| Neil Charles Rifkind General Counsel and Secretary | Feb 24, 2025 | Tax withholding | −11,090 | $19.90 | $220.69K | 32,301 |
| Neil Charles Rifkind General Counsel and Secretary | Feb 24, 2025 | Option exercise | +26,750 | – | – | 43,391 |
| Lesley Goldwasser Director | Jan 9, 2025 | Award | +1,817 | – | – | 107,413 |
| Paul M. Friedman Director | Jan 9, 2025 | Award | +1,514 | – | – | 115,401 |
| Paul M. Friedman Director | Dec 10, 2024 | Gift | −20,000 | – | – | 0 |
| Paul M. Friedman Director | Dec 10, 2024 | Gift | +20,000 | – | – | 113,887 |
| Paul M. Friedman Director | Nov 13, 2024 | Gift | −89,887 | – | – | 20,000 |
| Paul M. Friedman Director | Nov 13, 2024 | Gift | +89,887 | – | – | 93,887 |
| Michael Gene Barnes Executive Chairman, Director, 10% owner | Oct 30, 2024 | Option exercise | +200,000 | – | – | 9,902,095 |
| Scott T. McKinney Chief Financial Officer | Oct 18, 2024 | Tax withholding | −23,008 | $20.95 | $482.02K | 82,186 |
| Scott T. McKinney Chief Financial Officer | Oct 18, 2024 | Option exercise | +50,000 | – | – | 105,194 |
| Jonathan Ilany Chief Executive Officer, Director | Oct 17, 2024 | Gift | −200,000 | – | – | 0 |
| Jonathan Ilany Chief Executive Officer, Director | Oct 17, 2024 | Option exercise | +200,000 | – | – | 200,000 |
| Randy Maultsby President, Director | Oct 9, 2024 | Tax withholding | −30,893 | $19.11 | $590.37K | 47,244 |
| Randy Maultsby President, Director | Oct 9, 2024 | Option exercise | +66,667 | – | – | 78,137 |
| Lesley Goldwasser Director | Oct 7, 2024 | Award | +1,910 | – | – | 105,596 |
| Paul M. Friedman Director | Oct 7, 2024 | Award | +1,591 | – | – | 109,887 |
| Lesley Goldwasser Director | Jul 8, 2024 | Award | +2,327 | – | – | 103,686 |
| Paul M. Friedman Director | Jul 8, 2024 | Award | +1,939 | – | – | 108,296 |
| Jonathan Ilany Chief Executive Officer, Director | May 28, 2024 | Buy | +1,550 | $17.50 | $27.13K | 192,021 |
| Paul M. Friedman Director | Apr 4, 2024 | Award | +1,829 | – | – | 106,357 |
| Lesley Goldwasser Director | Apr 4, 2024 | Award | +2,195 | – | – | 101,359 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Rifkind Neil Officer | Mar 3, 2026 | 29,192 | $492.18K | Mar 3, 2026 | RSU's |
| Neil Charles Rifkind Former Affiliate | Dec 22, 2025 | 2,030 | $36.95K | Dec 22, 2025 | Open Market Purchase |
| Neil Charles Rifkind Officer | Mar 25, 2025 | 16,641 | $415.51K | Mar 25, 2025 | RSU's |
| Neil Charles Rifkind Officer | Jan 8, 2024 | 18,184 | $354.72K | Jan 8, 2024 | RSU's |
| Neil Charles Rifkind Officer | Dec 14, 2023 | 2,816 | $54.83K | Dec 14, 2023 | RSU's |