Tiptree (TIPT)
Redeploys proceeds from its insurance-unit sale into new controlling-interest financial acquisitions.
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Builds long-term value by acquiring controlling stakes in insurance, specialty finance and asset-management businesses, then compounding them as an owner-operator rather than a passive investor. Having sold its specialty-insurance business and with a mortgage-lending unit's sale pending, it is redeploying the proceeds into new controlling-interest acquisitions in insurance services, asset management and specialty finance.
Founded in 2007 as a private permanent-capital vehicle before listing on Nasdaq in 2013, it built its record acquiring controlling stakes in insurance, specialty finance and asset-management businesses and running them as an owner-operator, completing roughly 20 acquisitions since inception.
Its largest holding, a specialty-insurance and warranty business, was sold in 2026, with a residential-mortgage unit's sale pending. What remains is a thin platform: an internal asset-management arm, a small headquarters team, and cash and liquid securities awaiting redeployment.
Sale proceeds are earmarked for debt repayment, buybacks, dividends and new controlling-interest acquisitions in insurance services, asset management and specialty finance rather than a one-time shareholder payout. Holding mostly cash and government securities while it searches for targets subjects it to Investment Company Act rules limiting how long an operating business can stay primarily an investment portfolio.
Company facts
Unavailable right now.
No analyst consensus on record.
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $1.11B · Total debt $7.6M · Total assets $1.13B · Shareholders' equity $907.1M
- Revenue
- $0
- Operating income
- −$9.1M
- Net income
- $389.2M
HistoryDividendAnnual yield
| Institutions | 45.62% | 16.99M shares | |
|---|---|---|---|
| 147 holders · as of Jun 30, 2026 | |||
| Insiders | 68.48% | 25.50M shares | |
| 10 holders · as of Jul 6, 2026 | |||
| Strategic holders | 6.25% | 2.33M shares | |
| 1 holder · as of Aug 14, 2017 | |||
| Adds to | 120.35% | ||
37.24M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
These groups come from separate filings that can overlap, so they add to 120.35%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Michael Gene BarnesInsiderdirector, 10 percent owner, officer: Executive Chairman | 47.82% | 10.44M · 7.37M | filed Mar 12, 2026 |
Arif InayatullahInsider10 percent owner | 17.01% | 3.39M · 2.94M | filed Sep 30, 2025 |
Reliance Investors LLCStrategic | 6.25% | 2.33M | filed Aug 14, 2017 |
Dimensional Fund Advisors LPInstitution | 5.94% | 2.21M | as of Jun 30, 2026 |
BlackRock, Inc.Institution | 5.83% | 2.17M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| May 27, 2026 | Jonathan Ilany | director | +990 | $17.45 |
| Mar 11, 2026 | Scott T. McKinney | officer: Chief Financial Officer | +2,600 | $16.15 |
| Mar 12, 2026 | Scott T. McKinney | officer: Chief Financial Officer | +1,232 | $15.98 |
| Nov 7, 2025 | Dominique Mielle | director | +5,500 | $18.29 |
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CompareAfter hours
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Tiptree | $17.47 | 0.00% | $650.6M | 1.7 | — | — | −99.3% |
| Cannae | $15.64 | −0.19% | $669.2M | — | — | 1.6 | −7.3% |
| Compass Diversified | $11.33 | −0.13% | $843.4M | — | 21.5 | 0.5 | −11.4% |
| Loews | $105.91 | +0.01% | $21.97B | 13.1 | — | 1.2 | +5.8% |
| Kingsway Financial Services | $10.23 | −0.10% | $292.8M | — | — | 1.9 | +38.9% |
| Boston Omaha | $13.49 | −0.15% | $406.7M | — | — | 3.7 | −21.3% |
| Median | 13.1 | 21.5 | 1.6 | −7.3% |