Vaughan Nelson Investment Management’s Trean Insurance Group, Inc. Common Stock TIG Stock Holding History

Vaughan Nelson Investment Management’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 Q4	–	Sell	-1,383,085	Closed	-$4.7M	–	226
2022 Q3	$4.7M	Sell	1,383,085 -1,405	-0.1%	-$6.65K	0.07%	138
2022 Q2	$8.63M	Sell	1,384,490 -110,265	-7%	-$654K	0.12%	132
2022 Q1	$7.01M	Sell	1,494,755 -50,225	-3%	-$339K	0.08%	145
2021 Q4	$13.8M	Buy	1,544,980 +43,655	+3%	+$409K	0.14%	138
2021 Q3	$15.5M	Sell	1,501,325 -28,070	-2%	-$334K	0.16%	139
2021 Q2	$23.1M	Buy	+1,529,395	New	+$25M	0.23%	120

Other funds holding TIG

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

NAM

Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BCM

Beryl Capital Management Redondo Beach, California $110M AUM 317.92% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

PCM

Prelude Capital Management New York $1.31B AUM 62.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BGIM

Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

Vaughan Nelson Investment Management's TIG Position: Q4 2022 in Review

Vaughan Nelson Investment Management sold out of Trean Insurance Group, Inc. Common Stock (TIG) in Q4 2022, closing a stake of 1,383,085 shares — an estimated $4.7M sold.

Vaughan Nelson Investment Management first reported a position in TIG in Q2 2021 and held it in 6 quarters. The position peaked at $23.1M in Q2 2021. 76 funds tracked by Wall St. Rank hold TIG as of Q4 2022.

Vaughan Nelson Investment Management reported no remaining Trean Insurance Group, Inc. Common Stock position as of Q4 2022 after selling out during the quarter.
Vaughan Nelson Investment Management sold 1,383,085 Trean Insurance Group, Inc. Common Stock shares in Q4 2022, an estimated $4.7M.
Vaughan Nelson Investment Management first reported a position in Trean Insurance Group, Inc. Common Stock in Q2 2021 and held it in 6 quarters.
Vaughan Nelson Investment Management's Trean Insurance Group, Inc. Common Stock position peaked at $23.1M in Q2 2021.
76 funds tracked by Wall St. Rank held Trean Insurance Group, Inc. Common Stock as of Q4 2022.

Based on Vaughan Nelson Investment Management's 13F filing for Q4 2022, filed 31 Jan 2023.