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Trean Insurance Group, Inc.

TIGDelisted Apr 21, 2023
Industry
Fire, Marine & Casualty Insurance
SEC CIK
0001801754

Trean Insurance Group, Inc. was delisted on Apr 21, 2023; its insiders filed their last Form 4 on Apr 25, 2023; 75 institutions reported holding it in 13F filings for Q1 2023, worth $90.0M in total; no superinvestor held it.

13F holders, Q4 2021

Institutional positions in Trean Insurance Group, Inc. as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
67
+13 vs. Q3 2021
Shares held
16.4M
−449.7K (−2.7%) vs. Q3 2021
Total value
$146.5M
−$28.2M (−16.1%) vs. Q3 2021
New holders
17
27 more added
Sold out
4
15 more reduced

1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting TIG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2021: 67 institutions
Q1 2021: 62 institutionsQ2 2021: 59 institutionsQ3 2021: 55 institutionsQ4 2021: 67 institutionsQ1 2022: 69 institutionsQ2 2022: 85 institutionsQ3 2022: 80 institutionsQ4 2022: 76 institutionsQ1 2023: 75 institutionsQ2 2023: 0 institutionsQ3 2023: 0 institutionsQ4 2023: 0 institutionsQ1 2024: 0 institutionsQ2 2024: 0 institutionsQ3 2024: 0 institutionsQ4 2024: 0 institutionsQ1 2025: 0 institutionsQ2 2025: 0 institutionsQ3 2025: 0 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ4 2021: $146.5M
Q1 2021: $194.5MQ2 2021: $266.1MQ3 2021: $174.6MQ4 2021: $146.5MQ1 2022: $68.3MQ2 2022: $91.1MQ3 2022: $49.0MQ4 2022: $82.6MQ1 2023: $90.0MQ2 2023: $0Q3 2023: $0Q4 2023: $0Q1 2024: $0Q2 2024: $0Q3 2024: $0Q4 2024: $0Q1 2025: $0Q2 2025: $0Q3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding TIG and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 20250$0
Q2 20250$0
Q1 20250$0
Q4 20240$0
Q3 20240$0
Q2 20240$0
Q1 20240$0
Q4 20230$0
Q3 20230$0
Q2 20230$0
Q1 202375$90.0M
Q4 202276$82.6M
Q3 202280$49.0M
Q2 202285$91.1M
Q1 202269$68.3M
Q4 202167$146.5M
Q3 202155$174.6M
Q2 202159$266.1M
Q1 202162$194.5M

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Trean Insurance Group, Inc.; share changes are against Q3 2021.

Institutions holding TIG in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Royce & Associates LP4,065,525$36.2M0.27%−379,003−8.5%Reduced
Janus Henderson Group PLC2,023,336$18.0M0.01%+82,843+4.3%Added
Vaughan Nelson Investment Management, L.P.1,544,980$13.8M0.14%+43,655+2.9%Added
Silvercrest Asset Management Group LLC1,157,120$10.3M0.07%−18,333−1.6%Reduced
BlackRock Inc.1,076,402$9.59M0.00%+77,895+7.8%Added
Schroder Investment Management Group977,359$8.71M0.01%−71,503−6.8%Reduced
Vanguard Group Inc826,416$7.36M0.00%+13,567+1.7%Added
Blair William & Co723,963$6.45M0.02%−68,143−8.6%Reduced
Brandywine Global Investment Management, LLC676,885$6.03M0.04%+115,169+20.5%Added
Geode Capital Management, LLC342,586$3.05M0.00%+65,513+23.6%Added
Premier Fund Managers Ltd346,252$2.98M0.10%−121,627−26.0%Reduced
Fiera Capital Corp319,488$2.85M0.01%−54,685−14.6%Reduced
Hotchkis & Wiley Capital Management LLC284,300$2.53M0.01%+284,300New
Victory Capital Management Inc252,506$2.25M0.00%+12,410+5.2%Added
State Street Corp249,581$2.22M0.00%+16,397+7.0%Added
Natixis Advisors, L.P.165,953$1.48M0.01%+16,760+11.2%Added
Northern Trust Corp161,831$1.44M0.00%+1,652+1.0%Added
Penn Capital Management Co Inc110,281$1.14M0.11%00.0%Unchanged
Citadel Advisors LLC100,352$894.0K0.00%+31,199+45.1%Added
Los Angeles Capital Management LLC89,199$795.0K0.00%−5,568−5.9%Reduced
Bank of New York Mellon Corp84,919$757.0K0.00%+26,078+44.3%Added
Full18 Capital LLC53,734$505.0K0.21%−9,960−15.6%Reduced
Wellington Management Group LLP55,990$499.0K0.00%−21,546−27.8%Reduced
Charles Schwab Investment Management Inc46,451$414.0K0.00%00.0%Unchanged
MBA Advisors LLC46,000$410.0K0.25%+46,000New
Nuveen Asset Management, LLC44,975$370.0K0.00%−6,207−12.1%Reduced
Morgan Stanley40,546$361.0K0.00%+21,148+109.0%Added
D. E. Shaw & Co., Inc.37,663$336.0K0.00%+37,663New
Two Sigma Investments, LP35,949$320.0K0.00%+35,949New
Norges Bank35,500$316.0K0.00%−20,300−36.4%Reduced
Ameriprise Financial Inc34,374$306.0K0.00%+34,374New
JPMorgan Chase & Co32,370$289.0K0.00%+25,369+362.4%Added
Goldman Sachs Group Inc29,192$260.0K0.00%+2,982+11.4%Added
First Trust Advisors LP29,055$259.0K0.00%+3,603+14.2%Added
Two Sigma Advisers, LP28,300$252.0K0.00%+28,300New
SEI Investments Co26,461$236.0K0.00%+15,800+148.2%Added
CAPROCK Group, Inc.25,000$223.0K0.02%+10,000+66.7%Added
Royal Bank of Canada22,043$196.0K0.00%+19,457+752.4%Added
Jump Financial, LLC18,900$168.0K0.01%+8,000+73.4%Added
Millennium Management LLC17,506$156.0K0.00%+17,506New
Nomura Holdings Inc16,986$152.0K0.00%+16,986New
Wells Fargo & Company16,433$146.0K0.00%−21,074−56.2%Reduced
Parametric Portfolio Associates LLC16,145$144.0K0.00%+4,431+37.8%Added
Jacobs Levy Equity Management, Inc16,215$144.0K0.00%+16,215New
Rhumbline Advisers16,092$143.0K0.00%−267−1.6%Reduced
Renaissance Technologies LLC15,100$135.0K0.00%+15,100New
Bank of America Corp11,584$103.0K0.00%+8,117+234.1%Added
New York State Common Retirement Fund11,042$98.0K0.00%00.0%Unchanged
Deutsche Bank AG10,714$95.0K0.00%+570+5.6%Added
American International Group, Inc.9,377$84.0K0.00%−280−2.9%Reduced
California State Teachers Retirement System9,470$84.0K0.00%00.0%Unchanged
Allspring Global Investments Holdings, LLC7,820$69.0K0.00%+7,820New
Point72 Asset Management, L.P.6,900$61.0K0.00%−32,000−82.3%Reduced
UBS Group AG6,512$58.0K0.00%+6,512New
Citigroup Inc4,324$39.0K0.00%+2,342+118.2%Added
Public Employees Retirement System of Ohio4,300$38.0K0.00%+4,300New
Nisa Investment Advisors, LLC3,930$32.0K0.00%+3,930New
Cubist Systematic Strategies, LLC2,990$27.0K0.00%+2,785+1,358.5%Added
Tower Research Capital LLC (TRC)1,825$16.0K0.00%+880+93.1%Added
US Bancorp1,551$14.0K0.00%00.0%Unchanged
Captrust Financial Advisors1,558$14.0K0.00%+1,482+1,950.0%Added
Legal & General Group Plc1,401$12.0K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.1,026$9.00K0.00%00.0%Unchanged
Point72 Hong Kong Ltd984$9.00K0.00%+984New
Advisor Group Holdings, Inc.200$2.00K0.00%00.0%Unchanged
Leverty Financial Group, LLC200$1.00K0.00%+200New
Toronto Dominion Bank2$00.00%+2New
Driehaus Capital Management LLC0$00.00%−787,148−100.0%Sold out
SG Americas Securities, LLC0$00.00%−10,752−100.0%Sold out
STRS Ohio0$00.00%−7,500−100.0%Sold out
Ellevest, Inc.0$00.00%−16−100.0%Sold out
Berman Capital Advisors, LLC––––Not filed