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 430,714 shares, which have been reported (via 13F filing form) to have a value of $422,000.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Iat Reinsurance CO Ltd.
New York, NY |
Feb 11, 2025 Q4 2024 |
250,000
shares
|
$245,000
0.07% of portfolio
|
Q3 2021
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Feb 12, 2025 Q4 2024 |
41,115
shares
|
$40,292
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Geode Capital Management, LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
26,397
shares
|
$25,869
0.0% of portfolio
|
Q3 2024
Added 48.9%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
25,019
shares
|
$24,518
0.0% of portfolio
|
Q3 2024
Reduced 25.78%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
22,412
shares
|
$21,963
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
19,957
shares
|
$19,557
0.0% of portfolio
|
Q4 2024
Added 47.06%
|
|
|
Sky Oak Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
16,469
shares
|
$16,139
0.0% of portfolio
|
Q1 2024
Reduced 5.89%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
10,391
shares
|
$10,183
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Feb 11, 2025 Q4 2024 |
10,200
shares
|
$9,996
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
4,195
shares
|
$4,111
0.0% of portfolio
|
Q4 2024
Added 32.5%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
4,000
shares
|
$3,920
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
529
shares
|
$518
0.0% of portfolio
|
Q4 2023
Reduced 68.21%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
28
shares
|
$27
0.0% of portfolio
|
Q3 2024
Added 16.67%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
2
shares
|
$1
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|