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 16 institutions that hold shares in the stock, with a total of 471,523 shares, which have been reported (via 13F filing form) to have a value of $344,000.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Iat Reinsurance CO Ltd.
New York, NY |
May 07, 2025 Q1 2025 |
250,000
shares
|
$182,500
0.04% of portfolio
|
Q3 2021
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
45,933
shares
|
$33,531
0.0% of portfolio
|
Q1 2025
Added 11.72%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
32,429
shares
|
$23,673
0.0% of portfolio
|
Q1 2025
Added 44.69%
|
|
|
Geode Capital Management, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
25,782
shares
|
$18,820
0.0% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
25,019
shares
|
$18,263
0.0% of portfolio
|
Q3 2024
Reduced 25.78%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
23,676
shares
|
$17,283
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
16,595
shares
|
$12,114
0.0% of portfolio
|
Q1 2025
Reduced 16.85%
|
|
|
Sky Oak Wealth, LLC
|
May 01, 2025 Q1 2025 |
16,469
shares
|
$12,022
0.0% of portfolio
|
Q1 2024
Reduced 5.89%
|
|
|
Virtu Financial LLC
New York, NY |
May 12, 2025 Q1 2025 |
16,002
shares
|
$11,681
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
May 15, 2025 Q1 2025 |
10,200
shares
|
$7,446
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
4,858
shares
|
$3,546
0.0% of portfolio
|
Q1 2025
Added 15.8%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
4,000
shares
|
$2,920
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
529
shares
|
$386
0.0% of portfolio
|
Q4 2023
Reduced 68.21%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
29
shares
|
$21
0.0% of portfolio
|
Q1 2025
Added 3.57%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
2
shares
|
$1
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|