Carson Wealth (CWM LLC)
TIG

Carson Wealth (CWM LLC)’s Trean Insurance Group, Inc. Common Stock TIG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TIG Stock Details TIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-227
Closed -$1K – 4293
2022
Q2 		$1K Buy
227
+31
+16% +$184 ﹤0.01% 3721
2022
Q1 		$1K Buy
+196
New +$1.32K ﹤0.01% 3467

Other funds holding TIG

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

Carson Wealth (CWM LLC)'s TIG Position: Q3 2022 in Review

Carson Wealth (CWM LLC) sold out of Trean Insurance Group, Inc. Common Stock (TIG) in Q3 2022, closing a stake of 227 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in TIG in Q1 2022 and held it in 2 quarters. The position peaked at $1K in Q2 2022. 80 funds tracked by Wall St. Rank hold TIG as of Q3 2022.

  • Carson Wealth (CWM LLC) reported no remaining Trean Insurance Group, Inc. Common Stock position as of Q3 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 227 Trean Insurance Group, Inc. Common Stock shares in Q3 2022, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in Trean Insurance Group, Inc. Common Stock in Q1 2022 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s Trean Insurance Group, Inc. Common Stock position peaked at $1K in Q2 2022.
  • 80 funds tracked by Wall St. Rank held Trean Insurance Group, Inc. Common Stock as of Q3 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2022, filed 27 Oct 2022.