Conifer Ownership | Who Owns Conifer?
Conifer Ownership Summary
Conifer is owned by 3.86% institutional investors, 43.86% insiders, and 52.28% retail investors. Iat reinsurance is the largest institutional shareholder, holding 2.05% of CNFR shares. Aegis Value I is the top mutual fund, with 3.52% of its assets in Conifer shares.
CNFR Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Conifer | 3.86% | 43.86% | 52.28% |
| Sector | Financial Services Stocks | 71.97% | 15.45% | 12.58% |
| Industry | Property & Casualty Insurance Stocks | 47.94% | 13.15% | 38.90% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Iat reinsurance | 250.00K | 2.05% | $292.50K |
| Nemes rush group | 41.12K | 0.34% | $48.10K |
| Geode capital management | 26.40K | 0.22% | $30.09K |
| Vanguard group | 25.02K | 0.20% | $28.52K |
| Ubs group | 19.96K | 0.16% | $23.35K |
| Skyoak wealth | 16.47K | 0.13% | $18.77K |
| Bridgeway capital management | 13.00K | 0.11% | $11.13K |
| Lakeshore financial planning | 10.20K | 0.08% | $11.93K |
| Tower research capital llc (trc) | 4.20K | 0.03% | $4.91K |
| Advisor group | 4.00K | 0.03% | $4.36K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Iat reinsurance | 250.00K | 0.06% | $292.50K |
| Nemes rush group | 41.12K | 0.01% | $48.10K |
| Lakeshore financial planning | 10.20K | 0.01% | $11.93K |
| Skyoak wealth | 16.47K | 0.00% | $18.77K |
| Bridgeway capital management | 13.00K | 0.00% | $11.13K |
| Tower research capital llc (trc) | 4.20K | 0.00% | $4.91K |
| Advisor group | 4.00K | - | $4.36K |
| Two sigma securities | - | - | - |
| Aegis financial | - | - | - |
| Jpmorgan chase | 8.00 | - | $7.00 |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Nemes rush group | 41.12K | 0.01% | 41.12K |
| Ubs group | 19.96K | - | 6.39K |
| Tower research capital llc (trc) | 4.20K | 0.00% | 1.03K |
| Bank of america corp /de/ | 24.00 | - | 24.00 |
| Jpmorgan chase | 8.00 | - | 1.00 |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Aegis financial | - | - | -474.52K |
| Citadel advisors | - | - | -14.38K |
| Two sigma securities | - | - | -10.39K |
| Wells fargo & company/mn | - | - | -23.00 |
| Geode capital management | 26.40K | - | - |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Nemes rush group | 41.12K | 0.01% | 41.12K | $48.10K |
Sold Out
| Holder | Change |
|---|---|
| Wells fargo & company/mn | -23.00 |
| Two sigma securities | -10.39K |
| Citadel advisors | -14.38K |
| Aegis financial | -474.52K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2025 | 15 | 7.14% | 471,523 | 9.47% | 3 | 31.07% | 6 | - | 2 | - |
| Dec 31, 2024 | 14 | 40.00% | 430,714 | 23.28% | 3 | 43.13% | 6 | 100.00% | - | -100.00% |
| Sep 30, 2024 | 10 | -23.08% | 349,379 | -57.98% | 2 | 6.18% | 3 | -25.00% | 2 | - |
| Jun 30, 2024 | 13 | -7.14% | 831,389 | -2.10% | 6 | 14.08% | 4 | -33.33% | 2 | 100.00% |
| Mar 31, 2024 | 14 | 7.69% | 849,256 | 2.97% | 6 | 15.26% | 6 | 100.00% | 1 | -66.67% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Aegis Value I | 430.03K | 3.52% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 25.02K | 0.20% | - |
| Fidelity Extended Market Index | 16.98K | 0.14% | -770.00 |
| Bridgeway Ultra-Small Company Market | 13.00K | 0.11% | - |
| NT Ext Equity Mkt Idx Fd - L | 6.49K | 0.05% | - |
| Northern Trust Extended Eq Market Idx | 6.49K | 0.05% | - |
| Vanguard Instl Ttl Stck Mkt Idx Tr | 4.82K | 0.04% | - |
| Vanguard Instl Ttl Stk Mkt Idx InstlPls | 4.82K | 0.04% | - |
| Fidelity Series Total Market Index | 4.36K | 0.04% | - |
| Vanguard Total Stock Mkt Idx Inv | 3.87K | 0.03% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Apr 10, 2025 | Smith James Grant | - | Buy | $13.50K |
| Apr 09, 2025 | Smith James Grant | - | Buy | $10.88K |
| Apr 07, 2025 | SARAFA JOSEPH D | - | Buy | $53.00K |
| Apr 07, 2025 | MELOCHE HAROLD J | CFO, Treasurer | Buy | $11.46K |
| Dec 12, 2024 | RONEY BRIAN J | Chief Executive Officer | Sell | $200.00K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | 4 | - |
| 2024 Q4 | - | 1 |
| 2024 Q1 | - | - |
| 2023 Q4 | 2 | - |
| 2023 Q2 | - | - |
CNFR Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools