Conifer Ownership | Who Owns Conifer?
Conifer Ownership Summary
Conifer is owned by 43.53% insiders, and 56.47% retail investors. 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 | - | 43.53% | 56.47% |
| Sector | Financial Services Stocks | 51.64% | 15.54% | 32.82% |
| Industry | Property & Casualty Insurance Stocks | 67.79% | 14.88% | 17.33% |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2025 | 13 | -13.33% | 404,994 | -14.11% | - | 0.02% | 1 | -83.33% | 3 | 50.00% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Aegis Value I | 430.03K | 3.52% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 17.19K | 0.14% | -7.83K |
| 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 |
|---|---|---|---|---|
| Feb 27, 2025 | Hakala Jeffrey Anthony | Buy | $6.00M | |
| Feb 27, 2025 | Hakala Jeffrey Anthony | Buy | $5.00M | |
| Mar 03, 2025 | Hakala Jeffrey Anthony | Buy | $2.50M | |
| Dec 12, 2024 | Hakala Jeffrey Anthony | Buy | $200.00K | |
| Feb 27, 2025 | Hakala Gerald W | - | Buy | $6.00M |
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