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HEARTLAND ADVISORS INC

Position in TIPT — Tiptree Inc.

CIK 937394 MILWAUKEE, WI

Position in TIPT

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$7,168,000
+$400,000 QoQ
Shares Held
400,000
0.0% QoQ
Ownership
1.06%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#12
of 139 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in TIPT Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

HEARTLAND ADVISORS INC holds $18,940,735 across 3 Asset Management names. TIPT ranks #2 (37.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 TIPT
Tiptree Inc.
This page
400,000 $7,168,000

All Filings in TIPT

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17 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $7,168,000 400,000
2026-03-31 $6,768,000 400,000
2025-12-31 $7,308,000 400,000
2025-09-30 $7,364,251 384,155
2025-06-30 $7,074,000 300,000
2025-03-31 $7,227,000 300,000
2024-12-31 $6,779,500 325,000
2024-09-30 $6,360,250 325,000
2024-06-30 $5,359,250 325,000
2024-03-31 $5,616,000 325,000
2023-12-31 $6,636,000 350,000
2023-09-30 $5,866,000 350,000
2023-06-30 $5,253,500 350,000
2023-03-31 $4,371,000 300,000
2022-12-31 $4,152,000 300,000
2022-09-30 $3,228,000 300,000
2022-06-30 $3,186,000 300,000