Chuck Royce's TIPT Position Overview
Chuck Royce (via Royce & Associates Lp) currently holds 111,959 shares of Tiptree Inc. (TIPT) worth $1.89 M, representing 0.02% of the portfolio. First purchased in 2021-Q3, this medium-term investment has been held for 19 quarters.
Based on 13F filings, Chuck Royce has maintained a strategic position in TIPT, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2022, adding 222,453 shares. Largest reduction occurred in Q1 2026, reducing 329,297 shares.
Analysis based on 13F filings available since 2013 Q2
Chuck Royce's Tiptree (TIPT) Holding Value Over Time
Track share changes against reported price movement
Quarterly Tiptree (TIPT) Trades by Chuck Royce
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -329,297 | Reduce 74.63% | 111,959 | $16.92 |
| Q4 2025 | -2,005 | Reduce 0.45% | 441,256 | $18.27 |
| Q3 2025 | +18,254 | Add 4.29% | 443,261 | $19.17 |
| Q2 2025 | -4,290 | Reduce 1.00% | 425,007 | $23.58 |
| Q1 2025 | -94,950 | Reduce 18.11% | 429,297 | $24.09 |
| Q4 2024 | +68,338 | Add 14.99% | 524,247 | $20.86 |
| Q2 2024 | -104,180 | Reduce 18.60% | 455,909 | $16.49 |
| Q1 2024 | -55,098 | Reduce 8.96% | 560,089 | $17.28 |
| Q4 2023 | -25,773 | Reduce 4.02% | 615,187 | $18.96 |
| Q3 2023 | -2,728 | Reduce 0.42% | 640,960 | $16.76 |
| Q2 2023 | -23,500 | Reduce 3.52% | 643,688 | $15.01 |
| Q1 2023 | -19,100 | Reduce 2.78% | 667,188 | $14.57 |
| Q4 2022 | +38,928 | Add 6.01% | 686,288 | $13.84 |
| Q3 2022 | -34,092 | Reduce 5.00% | 647,360 | $10.76 |
| Q2 2022 | +69,676 | Add 11.39% | 681,452 | $10.62 |
| Q1 2022 | +222,453 | Add 57.14% | 611,776 | $12.85 |
| Q4 2021 | +129,428 | Add 49.80% | 389,323 | $13.83 |
| Q3 2021 | +259,895 | New Buy | 259,895 | $10.02 |
Chuck Royce's Tiptree Investment FAQs
Chuck Royce first purchased Tiptree Inc. (TIPT) in Q3 2021, acquiring 259,895 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce has held Tiptree Inc. (TIPT) for 19 quarters since Q3 2021.
Chuck Royce's largest addition to Tiptree Inc. (TIPT) was in Q3 2021, adding 259,895 shares worth $2.6 M.
According to the latest 13F filing for Q1 2026, Chuck Royce's firm, Royce & Associates Lp, owns 111,959 shares of Tiptree Inc. (TIPT), valued at approximately $1.89 M.
As of the Q1 2026 filing, Tiptree Inc. (TIPT) represents approximately 0.02% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings.
Chuck Royce's peak holding in Tiptree Inc. (TIPT) was 686,288 shares, as reported at the end of Q4 2022.