Conifer Holdings, Inc. CNFR
We take great care to ensure that the data presented and summarized in this overview for Conifer Holdings, Inc. is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding CNFR
View all-
Iat Reinsurance CO Ltd. New York, NY250KShares$267,5000.07% of portfolio
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Geode Capital Management, LLC Boston, MA26.4KShares$28,2440.0% of portfolio
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Vanguard Group Inc Valley Forge, PA25KShares$26,7700.0% of portfolio
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Sky Oak Wealth, LLC16.5KShares$17,6210.0% of portfolio
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Ubs Group Ag13.6KShares$14,5200.0% of portfolio
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Lakeshore Financial Planning, Inc. St. Clair Shores, MI10.2KShares$10,9140.0% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ4KShares$4,2800.0% of portfolio
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Tower Research Capital LLC (Trc) New York, NY3.17KShares$3,3870.0% of portfolio
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Morgan Stanley New York, NY529Shares$5660.0% of portfolio
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Capital Advisors, Ltd. LLC146Shares$1560.0% of portfolio
Latest Institutional Activity in CNFR
Top Purchases
Top Sells
About CNFR
Conifer Holdings, Inc., an insurance holding company, engages in the sale of property and casualty insurance products. It offers insurance coverage in specialty commercial and personal product lines. The company underwrites various specialty insurance products, including property, general liability, liquor liability, automobile, and homeowners and dwelling policies. It serves the commercial insurance needs of owner-operated businesses in the markets, such as hospitality, which includes restaurants, bars, taverns, and bowling centers, as well as small grocery and convenience stores; artisan contractors comprising plumbers, painters, carpenters, electricians, and other independent contractors; and security service providers, including companies that provide security guard services, security alarm products and services, and private investigative services. The company also offers specialty homeowners insurance products, such as low- value dwelling insurance tailored for owners of lower valued homes in Illinois, Indiana, Louisiana, and Texas; and wholesale agency services comprising commercial and personal lines insurance products for its insurance company subsidiaries, as well as third party insurers. Conifer Holdings, Inc. markets and sells its insurance products through a network of approximately 4,600 independent agents in 50 states in the United States. The company was incorporated in 2009 and is headquartered in Birmingham, Michigan.
Insider Transactions at CNFR
Insider Transaction List
View allDate | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
---|---|---|---|---|---|
Dec 12
2024
|
Brian J Roney Chief Executive Officer |
SELL
Open market or private sale
|
Direct |
100,000
-19.6%
|
$200,000
$2.0 P/Share
|
Dec 20
2023
|
Gerald W Hakala Director |
BUY
Open market or private purchase
|
Indirect |
1,000
+50.0%
|
$6,000,000
$6000.0 P/Share
|
Dec 20
2023
|
Jeffrey Anthony Hakala Director |
BUY
Open market or private purchase
|
Indirect |
1,000
+50.0%
|
$6,000,000
$6000.0 P/Share
|
May 03
2023
|
Harold J Meloche CFO, Treasurer |
SELL
Payment of exercise price or tax liability
|
Direct |
679
-1.32%
|
$679
$1.54 P/Share
|
Mar 24
2023
|
James G Petcoff Executive Chairman and Co-CEO |
BUY
Open market or private purchase
|
Direct |
200,000
+22.72%
|
$200,000
$1.51 P/Share
|
Dec 30
2022
|
James G Petcoff Executive Chairman and Co-CEO |
SELL
Open market or private sale
|
Indirect |
200,000
-6.9%
|
$200,000
$1.5 P/Share
|
Nov 29
2022
|
James G Petcoff Executive Chairman and Co-CEO |
BUY
Open market or private purchase
|
Indirect |
4,222
+6.7%
|
$4,222
$1.64 P/Share
|
Nov 23
2022
|
James G Petcoff Executive Chairman and Co-CEO |
BUY
Open market or private purchase
|
Indirect |
30,000
+35.48%
|
$30,000
$1.58 P/Share
|
Aug 10
2022
|
Brian J Roney Chief Executive Officer |
BUY
Open market or private purchase
|
Direct |
100,000
+16.39%
|
$200,000
$2.0 P/Share
|
Aug 10
2022
|
Joseph D Sarafa Director |
BUY
Open market or private purchase
|
Direct |
50,000
+16.67%
|
$100,000
$2.0 P/Share
|
Aug 10
2022
|
Nicholas J Petcoff Co-CEO |
BUY
Open market or private purchase
|
Direct |
100,000
+26.64%
|
$200,000
$2.0 P/Share
|
Aug 10
2022
|
James G Petcoff Executive Chairman and Co-CEO |
BUY
Open market or private purchase
|
Indirect |
750,000
+20.56%
|
$1,500,000
$2.0 P/Share
|
Aug 10
2022
|
Jeffrey Anthony Hakala Director |
BUY
Open market or private purchase
|
Indirect |
1,500,000
+29.21%
|
$3,000,000
$2.0 P/Share
|
Aug 10
2022
|
Clarkston Ventures, LLC > 10% Shareholder |
BUY
Open market or private purchase
|
Direct |
1,500,000
+29.21%
|
$3,000,000
$2.0 P/Share
|
May 19
2022
|
James G Petcoff Executive Chairman and Co-CEO |
BUY
Open market or private purchase
|
Indirect |
3,008
+10.92%
|
$3,008
$1.5 P/Share
|
May 03
2022
|
Harold J Meloche CFO, Treasurer |
SELL
Payment of exercise price or tax liability
|
Direct |
679
-1.31%
|
$1,358
$2.16 P/Share
|
Dec 17
2021
|
James G Petcoff Executive Chairman and Co-CEO |
BUY
Open market or private purchase
|
Indirect |
3,564
+14.2%
|
$7,128
$2.34 P/Share
|
Dec 16
2021
|
James G Petcoff Executive Chairman and Co-CEO |
BUY
Open market or private purchase
|
Indirect |
200
+1.1%
|
$400
$2.39 P/Share
|
Dec 15
2021
|
James G Petcoff Executive Chairman and Co-CEO |
BUY
Open market or private purchase
|
Indirect |
5,300
+22.97%
|
$10,600
$2.33 P/Share
|
Dec 14
2021
|
James G Petcoff Executive Chairman and Co-CEO |
BUY
Open market or private purchase
|
Indirect |
4,898
+28.2%
|
$9,796
$2.34 P/Share
|
Last 12 Months Summary
Open market or private sale | 100K shares |
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