SEC 13F Intelligence

Managers / Q3 2019 · view latest →

Tiptree Advisors, LLC

CIK 0001455452 · 809 BROADWAY, 6TH FLOOR, NEW YORK, NY, 10003 · 212-891-5025

Reported Value
$13M
Q3 2019
Positions
2
Filings on Record
10
2019–present window
Filed
Nov 5, 2019
original filing

Summary

Tiptree Advisors, LLC reported $13M in U.S.-listed holdings across 2 positions for Q3 2019.

The portfolio is heavily concentrated: Scorpio Tankers alone accounts for 66.1% of reported value.

Compared with Q2 2019, the fund opened 0 new positions and exited 1.

Portfolio Metrics

Turnover
+0.3%
vs prior filed quarter
Largest Position
+66.1%
Scorpio Tankers

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $5MQ4 ’18Q1 ’19: $6MQ2 ’19: $43MQ2 ’19Q3 ’19: $13MQ4 ’24: $96MQ4 ’24Q1 ’25: $121MQ2 ’25: $128MQ2 ’25Q3 ’25: $160MQ4 ’25: $173MQ4 ’25Q1 ’26: $172Mfilingsflow.com

Portfolio Composition

By security type
Other: 66.1%Common Stock: 33.9%
  • Other · 66.1% · $9M
  • Common Stock · 33.9% · $5M

Quarter-over-Quarter Changes full breakdown →

vs Q2 2019 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
ISHARES TRSOLD OUT35.5K0$10M$0
FMBIUSDFIRST MIDWEST BANCORP DELTRIMMED965.2K231.6K$20M$5M
SCORPIO TANKERS INCHELD+0296.1K+$71,000$9M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q3 2019

2 positions
#IssuerClass% PortfolioValueShares
1SCORPIO TANKERS INCSHS66.14%$9M296.1K
2FMBIUSDFIRST MIDWEST BANCORP DELhistory →COM33.86%$5M231.6K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$172M22May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$173M20Feb 17, 202613F-HRchanges · EDGAR ↗
Q3 2025$160M22Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$128M21Jul 30, 202513F-HRchanges · EDGAR ↗
Q1 2025$121M23May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$96M20Feb 27, 202513F-HRchanges · EDGAR ↗
Q3 2019$13M2Nov 5, 201913F-HRchanges · EDGAR ↗
Q2 2019$43M3Aug 5, 201913F-HRchanges · EDGAR ↗
Q1 2019$6M1May 3, 201913F-HRchanges · EDGAR ↗
Q4 2018$5M2Feb 13, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.