Conifer Holdings, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| IAT REINSURANCE CO LTD. | 02/12/2025 | 250,000 | $292,500 | 0.00% | 2.05% |
| NEMES RUSH GROUP LLC | 02/12/2025 | 41,115 | $48,105 | 100.00% | 0.34% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 26,397 | $30,092 | 0.00% | 0.22% |
| VANGUARD GROUP INC | 02/11/2025 | 25,019 | $28,522 | 0.00% | 0.20% |
| UBS GROUP AG | 02/14/2025 | 19,957 | $23,350 | 47.06% | 0.16% |
| SKYOAK WEALTH, LLC | 01/24/2025 | 16,469 | $18,775 | 0.00% | 0.13% |
| TWO SIGMA SECURITIES, LLC | 02/14/2025 | 10,391 | $12,157 | 100.00% | 0.09% |
| LAKESHORE FINANCIAL PLANNING, INC. | 02/11/2025 | 10,200 | $11,934 | 0.00% | 0.08% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 02/13/2025 | 4,195 | $4,908 | 32.50% | 0.03% |
| ADVISOR GROUP HOLDINGS, INC. | 02/07/2025 | 4,000 | $4,360 | 0.00% | 0.03% |
| 02/06/2025 | 2 | $2 | 100.00% | 0.00% |
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Conifer Holdings, Inc. institutional Ownership - FAQ's
During the previous two years, 15 institutional investors and hedge funds held shares of Conifer Holdings, Inc.. The most heavily invested institutionals were:
IAT REINSURANCE CO LTD.: 250,000
Nemes Rush Group LLC: 41,115
GEODE CAPITAL MANAGEMENT, LLC: 26,397
VANGUARD GROUP INC: 25,019
UBS Group AG: 19,957
SkyOak Wealth, LLC: 16,469
3.52% of Conifer Holdings, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 451,160 shares in the last 24 months. This purchase volume represents approximately $487,253 in transactions.