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 12 institutions that hold shares in the stock, with a total of 349,381 shares, which have been reported (via 13F filing form) to have a value of $335,000.
| 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
|
$240,000
0.07% of portfolio
|
Q3 2021
New holding
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
26,397
shares
|
$25,341
0.0% of portfolio
|
Q3 2024
Added 48.9%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
25,019
shares
|
$24,018
0.0% of portfolio
|
Q3 2024
Reduced 25.78%
|
|
|
Sky Oak Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
16,469
shares
|
$15,810
0.0% of portfolio
|
Q1 2024
Reduced 5.89%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
13,571
shares
|
$13,028
0.0% of portfolio
|
Q3 2024
Added 340.76%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Feb 11, 2025 Q4 2024 |
10,200
shares
|
$9,792
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
4,000
shares
|
$3,840
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
3,166
shares
|
$3,039
0.0% of portfolio
|
Q3 2024
Reduced 61.03%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
529
shares
|
$507
0.0% of portfolio
|
Q4 2023
Reduced 68.21%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
28
shares
|
$26
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 |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|