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 17 institutions that hold shares in the stock, with a total of 403,664 shares, which have been reported (via 13F filing form) to have a value of $597,000.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Iat Reinsurance CO Ltd.
New York, NY |
Nov 10, 2025 Q3 2025 |
250,000
shares
|
$370,000
0.09% of portfolio
|
Q3 2021
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
36,189
shares
|
$53,559
0.0% of portfolio
|
Q3 2025
Reduced 21.21%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
25,782
shares
|
$38,157
0.0% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
25,019
shares
|
$37,028
0.0% of portfolio
|
Q3 2024
Reduced 25.78%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
24,108
shares
|
$35,679
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sky Oak Wealth, LLC
|
Oct 23, 2025 Q3 2025 |
16,469
shares
|
$24,374
0.0% of portfolio
|
Q1 2024
Reduced 5.89%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Nov 14, 2025 Q3 2025 |
10,200
shares
|
$15,096
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
4,976
shares
|
$7,364
0.0% of portfolio
|
Q3 2025
Added 2.51%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
4,000
shares
|
$5,920
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
3,940
shares
|
$5,831
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
2,043
shares
|
$3,023
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
529
shares
|
$782
0.0% of portfolio
|
Q4 2023
Reduced 68.21%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
373
shares
|
$552
0.0% of portfolio
|
Q3 2025
Reduced 87.99%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
30
shares
|
$44
0.0% of portfolio
|
Q3 2025
Reduced 9.09%
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
4
shares
|
$5
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
2
shares
|
$2
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|