Conifer Ownership | Who Owns Conifer?
Conifer Ownership Summary
Conifer is owned by 6.80% institutional investors, 44.58% insiders, and 48.62% 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 | 6.80% | 44.58% | 48.62% |
| Sector | Financial Services Stocks | 43.16% | 12.55% | 44.29% |
| Industry | Property & Casualty Insurance Stocks | 59.21% | 11.75% | 29.03% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Iat reinsurance | 250.00K | 2.05% | $187.63K |
| Vanguard group | 33.71K | 0.28% | $25.30K |
| Geode capital management | 17.73K | 0.14% | $15.17K |
| Skyoak wealth | 16.47K | 0.13% | $14.10K |
| Bridgeway capital management | 13.00K | 0.11% | $11.13K |
| Lakeshore financial planning | 10.20K | 0.08% | $7.66K |
| Tower research capital llc (trc) | 8.13K | 0.07% | $6.10K |
| Advisor group | 4.00K | 0.03% | $3.00K |
| Ubs group | 3.08K | 0.03% | $2.31K |
| Morgan stanley | 529.00 | 0.00% | $397.00 |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Iat reinsurance | 250.00K | 0.04% | $187.63K |
| Lakeshore financial planning | 10.20K | 0.00% | $7.66K |
| Skyoak wealth | 16.47K | 0.00% | $14.10K |
| Bridgeway capital management | 13.00K | 0.00% | $11.13K |
| Tower research capital llc (trc) | 8.13K | 0.00% | $6.10K |
| Advisor group | 4.00K | - | $3.00K |
| Aegis financial | - | - | - |
| Jpmorgan chase | 8.00 | - | $7.00 |
| Ubs group | 3.08K | - | $2.31K |
| Citadel advisors | - | - | - |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Tower research capital llc (trc) | 8.13K | 0.00% | 1.22K |
| Vanguard group | 33.71K | - | 600.00 |
| Bank of america corp /de/ | 24.00 | - | 24.00 |
| Jpmorgan chase | 8.00 | - | 1.00 |
| Advisor group | 4.00K | - | - |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Aegis financial | - | - | -474.52K |
| Citadel advisors | - | - | -14.38K |
| Geode capital management | 17.73K | - | -2.98K |
| Ubs group | 3.08K | - | -2.33K |
| Wells fargo & company/mn | - | - | -23.00 |
Sold Out
| Holder | Change |
|---|---|
| Wells fargo & company/mn | -23.00 |
| Citadel advisors | -14.38K |
| Aegis financial | -474.52K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Dec 31, 2023 | 13 | -7.14% | 824,745 | -3.98% | 6 | 13.66% | 3 | -40.00% | 3 | 50.00% |
| Sep 30, 2023 | 14 | 7.69% | 858,953 | -30.70% | 7 | 6.83% | 5 | 66.67% | 2 | - |
| Jun 30, 2023 | 13 | 8.33% | 1,239,408 | 0.87% | 10 | 10.03% | 3 | - | - | -100.00% |
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 | 18.67K | 0.15% | 4.83K |
| 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 Stk Mkt Idx InstlPls | 4.82K | 0.04% | - |
| Vanguard Instl Ttl Stck Mkt Idx Tr | 4.82K | 0.04% | - |
| Fidelity Series Total Market Index | 4.36K | 0.04% | 4.36K |
| Vanguard Total Stock Mkt Idx Inv | 3.87K | 0.03% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 20, 2023 | Hakala Jeffrey Anthony | - | Buy | $6.00M |
| Dec 20, 2023 | Hakala Gerald W | - | Buy | $6.00M |
| Mar 24, 2023 | PETCOFF JAMES G | Executive Chairman and Co-CEO | Buy | $302.00K |
| Dec 30, 2022 | PETCOFF JAMES G | Executive Chairman and Co-CEO | Sell | $300.00K |
| Nov 29, 2022 | PETCOFF JAMES G | Executive Chairman and Co-CEO | Buy | $6.94K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2023 Q4 | 2 | - |
| 2023 Q2 | - | - |
| 2023 Q1 | 1 | - |
| 2022 Q4 | 2 | 1 |
| 2022 Q3 | 6 | - |
CNFR Ownership FAQ
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