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 14 institutions that hold shares in the stock, with a total of 404,994 shares, which have been reported (via 13F filing form) to have a value of $417,000.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Iat Reinsurance CO Ltd.
New York, NY |
Aug 04, 2025 Q2 2025 |
250,000
shares
|
$257,500
0.06% of portfolio
|
Q3 2021
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
45,933
shares
|
$47,310
0.0% of portfolio
|
Q1 2025
Added 11.72%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
25,782
shares
|
$26,555
0.0% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
25,019
shares
|
$25,769
0.0% of portfolio
|
Q3 2024
Reduced 25.78%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
19,066
shares
|
$19,637
0.0% of portfolio
|
Q2 2025
Reduced 41.21%
|
|
|
Sky Oak Wealth, LLC
|
Jul 30, 2025 Q2 2025 |
16,469
shares
|
$16,963
0.0% of portfolio
|
Q1 2024
Reduced 5.89%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Jul 14, 2025 Q2 2025 |
10,200
shares
|
$10,506
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
4,854
shares
|
$4,999
0.0% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
4,000
shares
|
$4,120
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
3,107
shares
|
$3,200
0.0% of portfolio
|
Q2 2025
Reduced 81.28%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
529
shares
|
$544
0.0% of portfolio
|
Q4 2023
Reduced 68.21%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
33
shares
|
$33
0.0% of portfolio
|
Q2 2025
Added 13.79%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 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
|