Hughes Financial Services
TIPT icon

Hughes Financial Services’s Tiptree Inc TIPT Stock Holding History

Hughes Financial Services’s Portfolio TIPT Stock Details TIPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$34 Sell
2
-1
-33% -$18 ﹤0.01% 1829
2026
Q2 		$54 Buy
+3
New +$52 ﹤0.01% 1581

Other funds holding TIPT

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Heartland Advisors
Heartland Advisors Milwaukee, Wisconsin $2.08B AUM 27.45% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
TCW Group
TCW Group Los Angeles, California $13B AUM 38.16% 1-Year Est. Return
S2L
Sparta 24 Ltd Tirat Hacarmel, Israel $90.5M AUM 17.81% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Hughes Financial Services's TIPT Position: Q3 2026 in Review

Hughes Financial Services reduced its Tiptree Inc (TIPT) stake by 33% in Q3 2026, selling an estimated $18 and leaving 2 shares worth $34. The position accounts for ﹤0.01% of the portfolio, ranked #1829.

Hughes Financial Services first reported a position in TIPT in Q2 2026 and has held it in 2 quarters since. The position peaked at $54 in Q2 2026. 59 funds tracked by Wall St. Rank hold TIPT as of Q3 2026.

  • Hughes Financial Services held 2 shares of Tiptree Inc worth $34 as of Q3 2026.
  • Hughes Financial Services sold 1 Tiptree Inc share in Q3 2026, an estimated $18.
  • Tiptree Inc made up ﹤0.01% of Hughes Financial Services's portfolio in Q3 2026, its #1829 holding.
  • Hughes Financial Services first reported a position in Tiptree Inc in Q2 2026 and has held it in 2 quarters since.
  • Hughes Financial Services's Tiptree Inc position peaked at $54 in Q2 2026.
  • 59 funds tracked by Wall St. Rank held Tiptree Inc as of Q3 2026.

Based on Hughes Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.