Charles Schwab’s Trean Insurance Group, Inc. Common Stock TIG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-58,778
Closed -$360K 3749
2023
Q1
$360K Sell
58,778
-1,679
-3% -$10.2K ﹤0.01% 3047
2022
Q4
$363K Buy
60,457
+2,544
+4% +$8.84K ﹤0.01% 3075
2022
Q3
$197K Hold
57,913
﹤0.01% 3166
2022
Q2
$361K Buy
57,913
+17,109
+42% +$101K ﹤0.01% 3165
2022
Q1
$192K Sell
40,804
-5,647
-12% -$38.1K ﹤0.01% 3316
2021
Q4
$414K Hold
46,451
﹤0.01% 3209
2021
Q3
$481K Sell
46,451
-41,614
-47% -$494K ﹤0.01% 3161
2021
Q2
$1.33M Buy
88,065
+10,629
+14% +$173K ﹤0.01% 2836
2021
Q1
$1.25M Buy
77,436
+6,453
+9% +$103K ﹤0.01% 2782
2020
Q4
$930K Buy
70,983
+1,066
+2% +$14.2K ﹤0.01% 2800
2020
Q3
$1.07M Buy
+69,917
New +$1.07M ﹤0.01% 2661

Charles Schwab's TIG Position: Q2 2023 in Review

Charles Schwab sold out of Trean Insurance Group, Inc. Common Stock (TIG) in Q2 2023, closing a stake of 58,778 shares — an estimated $360K sold.

Charles Schwab first reported a position in TIG in Q3 2020 and held it in 11 quarters. The position peaked at $1.33M in Q2 2021. 0 funds tracked by Wall St. Rank hold TIG as of Q2 2023.

  • Charles Schwab reported no remaining Trean Insurance Group, Inc. Common Stock position as of Q2 2023 after selling out during the quarter.
  • Charles Schwab sold 58,778 Trean Insurance Group, Inc. Common Stock shares in Q2 2023, an estimated $360K.
  • Charles Schwab first reported a position in Trean Insurance Group, Inc. Common Stock in Q3 2020 and held it in 11 quarters.
  • Charles Schwab's Trean Insurance Group, Inc. Common Stock position peaked at $1.33M in Q2 2021.
  • 0 funds tracked by Wall St. Rank held Trean Insurance Group, Inc. Common Stock as of Q2 2023.

Based on Charles Schwab's 13F filing for Q2 2023, filed 10 Aug 2023.