Vault-13

CONIFER HLDGS INC CNFR

COM · Common Stock · CUSIP 20731J102

14 institutional holders -2 vs Q1 2025
404,994405.0k shares reported held*
$298.3kreported value*
0 new 1 added 3 reduced 2 sold out net sold ≈ $48.2k (-66.5k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $0.74.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

01020Q3 22: 12Q4 22: 14Q1 23: 13Q2 23: 14Q3 23: 15Q4 23: 14Q1 24: 15Q2 24: 15Q3 24: 12Q4 24: 15Q1 25: 16Q2 25: 1414Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 202212
Q4 202214
Q1 202313
Q2 202314
Q3 202315
Q4 202314
Q1 202415
Q2 202415
Q3 202412
Q4 202415
Q1 202516
Q2 202514

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
10010Q3 23: 4 bought or addedQ3 23: 4 cut or sold outQ4 23: 4 bought or addedQ4 23: 5 cut or sold outQ4 23Q1 24: 7 bought or addedQ1 24: 2 cut or sold outQ2 24: 5 bought or addedQ2 24: 5 cut or sold outQ2 24Q3 24: 3 bought or addedQ3 24: 6 cut or sold outQ4 24: 5 bought or addedQ4 24: 1 cut or sold outQ4 24Q1 25: 6 bought or addedQ1 25: 3 cut or sold outQ2 25: 1 bought or addedQ2 25: 5 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 202344
Q4 202345
Q1 202472
Q2 202455
Q3 202436
Q4 202451
Q1 202563
Q2 202515

Biggest buyers

Biggest sellers

JANE STREET GROUP, LLC Sold out -23,676-23.7k
Virtu Financial LLC Sold out -16,002-16.0k
UBS Group AG Reduced -13,488-13.5k
CITADEL ADVISORS LLC Reduced -13,363-13.4k
Tower Research Capital LLC (TRC) Reduced -4-4

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
Clarkston Ventures, LLC 13D · may seek influence +22.0 pts · filed 2026-03-03
Stated purposeClarkston Ventures, LLC purchased its 4,277,455 shares of Common Stock of the Issuer pursuant to the Rights Offering for investment purposes. Clarkston Ventures, LLC is a private special purpose vehicle and is not an operating company or public company. Clarkston Companies, Inc. purchased 9,065,360 shares of Common Stock of the Issuer pursuant to the Backstop Agreement and 1,600 shares of Series C Preferred Stock for investment purposes. See item 6 below for additional information regarding the purchases of these securities and their terms and, in particular, voting rights included therein. Clarkston Companies, Inc. is a private special purpose vehicle and is not an operating company or public company. Full filing
69.7% +22.0 pts 21.1m 2026-03-03

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 IAT REINSURANCE CO LTD. 0.04% of their portfolio New York, NY 250,000250.0k $181.2k $181.2k 0.04% Unchanged
2 Nemes Rush Group LLC 0.00% of their portfolio NOVI, MI 45,93345.9k $33.3k $33.3k 0.00% Unchanged
3 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 25,78225.8k $20.1k $20.1k 0.00% Unchanged
4 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 25,01925.0k $19.5k $19.5k 0.00% Unchanged
5 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 19,06619.1k $14.9k $14.9k 0.00% Reduced -13.4k -13,363
6 SkyOak Wealth, LLC 0.00% of their portfolio SOUTHFIELD, MI 16,46916.5k $12.8k $12.8k 0.00% Unchanged
7 Lakeshore Financial Planning, Inc. 0.00% of their portfolio St. Clair Shores, MI 10,20010.2k $7.4k $7.4k 0.00% Unchanged
8 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 4,8544.9k $3.5k $3.5k 0.00% Reduced -4 -4
9 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 4,0004.0k $2.9k $2.9k 0.00% Unchanged
10 UBS Group AG 0.00% of their portfolio ZURICH, V8 3,1073.1k $2.3k $2.3k 0.00% Reduced -13.5k -13,488
11 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 529529 $384 $384 0.00% Unchanged
12 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 3333 $24 $24 0.00% Added +4 +4
13 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 22 $1 $1 0.00% Unchanged
14 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged