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 | 46.71% | 12.82% | 40.47% |
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% | - |
| Bridgeway Ultra-Small Company Market | 13.00K | 0.11% | - |
| Northern Trust Extended Eq Market Idx | 6.49K | 0.05% | - |
| NT Ext Equity Mkt Idx Fd - L | 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
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