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Also trades as: CNFRZ (NASDAQ) · $vol 0M

CNFR Institutional Ownership

Conifer Holdings, Inc.
1W: +0.0% 1M: +24.4% 3M: +65.0% 1Y: +32.1% 3Y: -7.5% 5Y: -47.0%
$1.48
Last traded 2025-10-27 — delisted
NASDAQ · Financial Services · Insurance - Property & Casualty · $18.1M mcap · 3M float · 43.15% daily turnover · Short 37% of daily vol

Institutional Ownership — CNFR

16
Institutional Holders
-4 vs prior quarter
0.0%
Ownership
+0.00pp
$0M
Total Invested
0
New Positions
0
Increased
16
Reduced
15
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (20 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Daytona Street Capital LLC 250 $0K -1,511 -85.8% 3Q SEC ↗
2 Tower Research Capital LLC (TRC) 0 $0K -3,327 -100.0% 20Q SEC ↗
3 VANGUARD CAPITAL MANAGEMENT LLC 0 $0K -17,188 -100.0% 1Q SEC ↗
4 Nemes Rush Group LLC 0 $0K -26,189 -100.0% 6Q SEC ↗
5 RENAISSANCE TECHNOLOGIES LLC 0 $0K -22,266 -100.0% 2Q SEC ↗
6 SBI Securities Co., Ltd. 0 $0K -3 -100.0% 6Q SEC ↗
7 TWO SIGMA INVESTMENTS, LP 0 $0K -31,569 -100.0% 2Q SEC ↗
8 Lakeshore Financial Planning, Inc. 0 $0K -10,200 -100.0% 10Q SEC ↗
9 BANK OF AMERICA CORP /DE 0 $0K -30 -100.0% 7Q SEC ↗
10 OSAIC HOLDINGS, INC. 0 $0K -4,000 -100.0% 9Q SEC ↗
11 SkyOak Wealth, LLC 0 $0K -16,469 -100.0% 26Q SEC ↗
12 UBS Group AG 0 $0K -1 -100.0% 11Q SEC ↗
13 CoreCap Advisors, LLC 0 $0K -3,940 -100.0% 3Q SEC ↗
14 GEODE CAPITAL MANAGEMENT, LLC 0 $0K -48,183 -100.0% 39Q SEC ↗
15 CITADEL ADVISORS LLC 0 $0K -39,444 -100.0% 2Q SEC ↗
16 IAT REINSURANCE CO LTD. 0 $0K -250,000 -100.0% 18Q SEC ↗
17 VANGUARD FIDUCIARY TRUST CO 0 $0K -5,316 -100.0% 1Q SEC ↗
18 XTX Topco Ltd 0 $0K -16,880 -100.0% 1Q SEC ↗
19 DRW Securities, LLC 0 $0K -10,357 -100.0% 1Q SEC ↗
20 MORGAN STANLEY 0 $0K -529 -100.0% 42Q SEC ↗

Recent Activity

New Positions (0)

No new positions this quarter.

Biggest Increases (0)

None.

Biggest Decreases (1)
HolderReducedChange %Total Shares
Daytona Street Capital LLC -1,511 -85.8% 250

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms