MARTINGALE ASSET MANAGEMENT L P

Position in TIPT — Tiptree Inc.

CIK 936944 BOSTON, MA

Position in TIPT

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,057,871

+$582,115 QoQ

Shares Held

59,033

+109.9% QoQ

Ownership

0.157%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#40

of 139 holders

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 73% Shared 0% None 27%

Financial Services · as of Jun 30, 2026

MARTINGALE ASSET MANAGEMENT L P holds $39,867,106 across 8 Asset Management names. TIPT ranks #6 (2.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMP	Ameriprise Financial Inc	47,039	$21,579,611
2	NTRS	Northern Trust Corp	31,612	$5,495,430
3	SEIC	Sei Investments Co	50,324	$4,413,918
4	STT	State Street Corp	25,064	$4,250,854
5	GCMG	GCM Grosvenor Inc.	209,398	$2,575,595
6	TIPT	Tiptree Inc. This page	59,033	$1,057,871
7	AMG	Affiliated Managers Group, Inc.	798	$270,043
8	SAMG	Silvercrest Asset Management Group Inc.	22,135	$223,784

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,057,871	59,033	+109.9%	Shares	Sole	2026-08-13
2026-03-31	$475,756	28,118	+130.1%	Shares	Sole	2026-05-13
2025-12-31	$223,222	12,218	+0.0%	Shares	Sole	2026-02-13
2025-09-30	$234,123	12,213	0.0%	Shares	Sole	2025-11-13
2025-06-30	$287,982	12,213	+0.0%	Shares	Sole	2025-08-11
2025-03-31	$294,138	12,210	-79.8%	Shares	Sole	2025-05-14
2024-03-31	$1,044,989	60,474	+58.2%	Shares	Sole	2024-05-14
2023-12-31	$724,593	38,217	+12.6%	Shares	Sole	2024-02-12
2023-09-30	$568,918	33,945	+108.9%	Shares	Sole	2023-11-14
2023-06-30	$243,882	16,248	+2.5%	Shares	Sole	2023-08-11
2023-03-31	$230,890	15,847	+0.8%	Shares	Sole	2023-05-12
2020-12-31	$78,889	15,715	-62.9%	Shares	Sole	2021-02-10
2020-09-30	$209,954	42,415	-43.5%	Shares	Sole	2020-11-12
2020-06-30	$483,846	75,015	-0.0%	Shares	Sole	2020-08-10
2020-03-31	$391,630	75,025	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.