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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, Q1 2022

Institutional positions in Trean Insurance Group, Inc. as of Mar 31, 2022. 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
69
+2 vs. Q4 2021
Shares held
14.5M
−1.96M (−11.9%) vs. Q4 2021
Total value
$68.3M
−$78.2M (−53.4%) vs. Q4 2021
New holders
15
21 more added
Sold out
13
24 more reduced

Compare with Q4 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 holdersQ1 2022: 69 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 heldQ1 2022: $68.3M
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, Q1 2022

Shares, value and share of portfolio for each institution holding Trean Insurance Group, Inc.; share changes are against Q4 2021.

Institutions holding TIG in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Royce & Associates LP4,760,062$22.3M0.19%+694,537+17.1%Added
Janus Henderson Group PLC1,772,349$8.31M0.00%−250,987−12.4%Reduced
Vaughan Nelson Investment Management, L.P.1,494,755$7.01M0.08%−50,225−3.3%Reduced
BlackRock Inc.1,060,827$4.97M0.00%−15,575−1.4%Reduced
Blair William & Co762,007$3.57M0.01%+38,044+5.3%Added
Brandywine Global Investment Management, LLC676,885$3.17M0.02%00.0%Unchanged
Vanguard Group Inc673,790$3.16M0.00%−152,626−18.5%Reduced
Geode Capital Management, LLC346,152$1.62M0.00%+3,566+1.0%Added
Hotchkis & Wiley Capital Management LLC328,930$1.54M0.00%+44,630+15.7%Added
State Street Corp256,144$1.20M0.00%+6,563+2.6%Added
Parametric Portfolio Associates LLC205,336$963.0K0.00%+189,191+1,171.8%Added
Penn Capital Management Co Inc131,656$916.0K0.09%+21,375+19.4%Added
Natixis Advisors, L.P.182,946$858.0K0.00%+16,993+10.2%Added
Silvercrest Asset Management Group LLC165,175$775.0K0.01%−991,945−85.7%Reduced
MBA Advisors LLC164,500$772.0K0.48%+118,500+257.6%Added
Northern Trust Corp149,309$700.0K0.00%−12,522−7.7%Reduced
Millennium Management LLC116,854$548.0K0.00%+99,348+567.5%Added
Two Sigma Investments, LP102,373$480.0K0.00%+66,424+184.8%Added
Premier Fund Managers Ltd90,709$425.0K0.01%−255,543−73.8%Reduced
Two Sigma Advisers, LP88,000$413.0K0.00%+59,700+211.0%Added
Bank of New York Mellon Corp84,391$396.0K0.00%−528−0.6%Reduced
D. E. Shaw & Co., Inc.83,339$391.0K0.00%+45,676+121.3%Added
Los Angeles Capital Management LLC71,845$337.0K0.00%−17,354−19.5%Reduced
Full18 Capital LLC35,010$265.0K0.06%−18,724−34.8%Reduced
Wellington Management Group LLP55,990$263.0K0.00%00.0%Unchanged
State of Wisconsin Investment Board48,900$229.0K0.00%+48,900New
Nuveen Asset Management, LLC44,975$224.0K0.00%00.0%Unchanged
Invesco Ltd.45,562$214.0K0.00%+45,562New
Ameriprise Financial Inc45,119$212.0K0.00%+10,745+31.3%Added
Charles Schwab Investment Management Inc40,804$192.0K0.00%−5,647−12.2%Reduced
Zebra Capital Management LLC37,009$174.0K0.40%+37,009New
Goldman Sachs Group Inc32,001$150.0K0.00%+2,809+9.6%Added
Renaissance Technologies LLC29,100$136.0K0.00%+14,000+92.7%Added
First Trust Advisors LP27,461$129.0K0.00%−1,594−5.5%Reduced
Bank of America Corp27,257$128.0K0.00%+15,673+135.3%Added
Deutsche Bank AG26,946$126.0K0.00%+16,232+151.5%Added
CAPROCK Group, Inc.25,000$117.0K0.01%00.0%Unchanged
Morgan Stanley21,321$101.0K0.00%−19,225−47.4%Reduced
Citadel Advisors LLC20,757$97.0K0.00%−79,595−79.3%Reduced
Royal Bank of Canada19,356$91.0K0.00%−2,687−12.2%Reduced
SEI Investments Co15,800$74.0K0.00%−10,661−40.3%Reduced
Rhumbline Advisers13,790$65.0K0.00%−2,302−14.3%Reduced
Price T Rowe Associates Inc13,348$63.0K0.00%+13,348New
New York State Common Retirement Fund11,042$52.0K0.00%00.0%Unchanged
Wells Fargo & Company10,662$50.0K0.00%−5,771−35.1%Reduced
American International Group, Inc.8,759$41.0K0.00%−618−6.6%Reduced
JPMorgan Chase & Co8,357$39.0K0.00%−24,013−74.2%Reduced
UBS Group AG8,250$39.0K0.00%+1,738+26.7%Added
California State Teachers Retirement System7,677$36.0K0.00%−1,793−18.9%Reduced
Allspring Global Investments Holdings, LLC7,007$32.0K0.00%−813−10.4%Reduced
Tower Research Capital LLC (TRC)3,606$17.0K0.00%+1,781+97.6%Added
Barclays PLC2,867$13.0K0.00%+2,867New
Amalgamated Bank2,124$10.0K0.00%+2,124New
Simplex Trading, LLC2,234$10.0K0.00%+2,234New
Amalgamated Financial Corp.2,124$10.0K0.00%+2,124New
Citigroup Inc1,942$9.00K0.00%−2,382−55.1%Reduced
US Bancorp1,551$7.00K0.00%00.0%Unchanged
Legal & General Group Plc1,401$7.00K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.1,026$5.00K0.00%00.0%Unchanged
Captrust Financial Advisors647$3.00K0.00%−911−58.5%Reduced
Massmutual Trust Co FSB627$3.00K0.00%+627New
Prospera Financial Services Inc603$3.00K0.00%+603New
Advisor Group Holdings, Inc.377$2.00K0.00%+177+88.5%Added
Federated Hermes, Inc.394$2.00K0.00%+394New
CWM, LLC196$1.00K0.00%+196New
Toronto Dominion Bank2$00.00%00.0%Unchanged
FMR LLC2$00.00%+2New
The PNC Financial Services Group, Inc.26$00.00%+26New
Quadrant Capital Group LLC47$00.00%+47New
Schroder Investment Management Group0$00.00%−977,359−100.0%Sold out
Fiera Capital Corp0$00.00%−319,488−100.0%Sold out
Victory Capital Management Inc0$00.00%−252,506−100.0%Sold out
Norges Bank0$00.00%−35,500−100.0%Sold out
Jump Financial, LLC0$00.00%−18,900−100.0%Sold out
Nomura Holdings Inc0$00.00%−16,986−100.0%Sold out
Jacobs Levy Equity Management, Inc0$00.00%−16,215−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−6,900−100.0%Sold out
Public Employees Retirement System of Ohio0$00.00%−4,300−100.0%Sold out
Nisa Investment Advisors, LLC0$00.00%−3,930−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−2,990−100.0%Sold out
Point72 Hong Kong Ltd0$00.00%−984−100.0%Sold out
Leverty Financial Group, LLC0$00.00%−200−100.0%Sold out