Conifer Holdings, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| IAT REINSURANCE CO LTD. | 11/08/2024 | 250,000 | $272,500 | 0.00% | 2.05% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 26,397 | $28,772 | 48.90% | 0.22% |
| VANGUARD GROUP INC | 11/13/2024 | 25,019 | $27,271 | -25.78% | 0.20% |
| SKYOAK WEALTH, LLC | 11/04/2024 | 16,469 | $17,951 | 0.00% | 0.13% |
| UBS GROUP AG | 11/14/2024 | 13,571 | $14,792 | 340.76% | 0.11% |
| LAKESHORE FINANCIAL PLANNING, INC. | 10/31/2024 | 10,200 | $11,118 | 0.00% | 0.08% |
| ADVISOR GROUP HOLDINGS, INC. | 11/13/2024 | 4,000 | $4,360 | 0.00% | 0.03% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 11/14/2024 | 3,166 | $3,451 | -61.03% | 0.03% |
| MORGAN STANLEY | 11/14/2024 | 529 | $577 | 0.00% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 28 | $31 | 16.67% | 0.00% |
| JPMORGAN CHASE & CO | 12/26/2024 | 0 | $0 | -100.00% | 0.00% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| AEGIS FINANCIAL CORP | 11/12/2024 | 0 | $0 | -100.00% | 0.00% |
Conifer Holdings, Inc.institutional Ownership - FAQ's
During the previous two years, 16 institutional investors and hedge funds held shares of Conifer Holdings, Inc.. The most heavily invested institutionals were:
IAT REINSURANCE CO LTD.: 250,000
GEODE CAPITAL MANAGEMENT, LLC: 26,397
VANGUARD GROUP INC: 25,019
SkyOak Wealth, LLC: 16,469
UBS Group AG: 13,571
Lakeshore Financial Planning, Inc.: 10,200
2.86% of Conifer Holdings, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 392,239 shares in the last 24 months. This purchase volume represents approximately $439,308 in transactions.