Institutional Ownership Conifer Holdings, Inc. (CNFR)
This table provides information about the institutional ownership of Conifer Holdings, Inc. (CNFR). We have compiled data on the 15 institutions that hold shares in the stock, with a total of 849,256 shares, which have been reported (via 13F filing form) to have a value of $891,000.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Aegis Financial Corp
Mc Lean, VA |
May 10, 2024 Q1 2024 |
474,519
shares
|
$498,244
0.46% of portfolio
|
Q1 2023
Added 1.58%
|
|
Iat Reinsurance CO Ltd.
New York, NY |
May 09, 2024 Q1 2024 |
250,000
shares
|
$262,500
0.06% of portfolio
|
Q3 2021
New holding
|
|
Vanguard Group Inc
Valley Forge, PA |
May 10, 2024 Q1 2024 |
33,108
shares
|
$34,763
0.0% of portfolio
|
Q1 2024
Added 5.65%
|
|
Geode Capital Management, LLC
Boston, MA |
May 13, 2024 Q1 2024 |
20,710
shares
|
$21,745
0.0% of portfolio
|
Q3 2023
Added 26.95%
|
|
Sky Oak Wealth, LLC
|
Apr 29, 2024 Q1 2024 |
16,469
shares
|
$17,292
0.0% of portfolio
|
Q1 2024
Reduced 5.89%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
14,377
shares
|
$15,095
0.0% of portfolio
|
Q1 2024
New holding
|
|
Bridgeway Capital Management, LLC
Houston, TX |
May 15, 2024 Q1 2024 |
13,000
shares
|
$13,650
0.0% of portfolio
|
Q4 2022
Reduced 69.77%
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
May 10, 2024 Q1 2024 |
10,200
shares
|
$10,710
0.01% of portfolio
|
Q3 2023
New holding
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2024 Q1 2024 |
6,905
shares
|
$7,250
0.0% of portfolio
|
Q1 2024
Added 0.07%
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
5,409
shares
|
$5,679
0.0% of portfolio
|
Q1 2024
Added 26945.0%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
4,000
shares
|
$4,200
0.0% of portfolio
|
Q1 2024
New holding
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
529
shares
|
$555
0.0% of portfolio
|
Q4 2023
Reduced 68.21%
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
23
shares
|
$24
0.0% of portfolio
|
Q4 2023
Added 9.52%
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
7
shares
|
$7
0.0% of portfolio
|
Q1 2024
Added 75.0%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|