Conifer Holdings

CNFR and CNFRZ • NASDAQ

Conifer Holdings is a insurance - property & casualty company in the financial services sector on NASDAQ, led by Brian Roney, with a market cap of $18.1M.

Chief Executive OfficerBrian Roney

Market Cap$18.1M

Insurance - Property & Casualty

Financial Services

Employees9.0

Websitecnfrh.com

Country

United States of America

Overview

Overview of institutional ownership in CNFR and CNFRZ as of Q3 2025 with a market cap of $18.1M

All Institutions

Institutions: 0
Value Held: -
Shares Held: -
Avg Position: -
Median Position: -

Hedge Funds

Hedge Funds: 0
Value Held: -
Shares Held: -
Avg Position: -
Median Position: -

Ownership Breakdown

Institutional (non-HF)

Hedge Funds

Retail & Other

100.0%

$18.1M

Based on market cap of $18.1M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in CNFR and CNFRZ as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
T Tower Research Capital LLC Institution	-	- 0.00% of portfolio	0.00% - shares	Q4 2020 Held for 4y 11m	$3.6B
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	- 0.00% of portfolio	0.00% - shares	Q4 2023 Held for 1y 11m	$1.33T
VANGUARD GROUP INC Institution	Salim Ramji CEO	- 0.00% of portfolio	0.00% - shares	Q4 2015 Held for 9y 11m	$6.69T
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	- 0.00% of portfolio	0.00% - shares	Q3 2016 Held for 9y 2m	$1.57T
A Advisor Group Holdings, Inc. Institution	-	- 0.00% of portfolio	0.00% - shares	Q1 2024 Held for 1y 8m	$71.0B
I IAT REINSURANCE CO LTD. Institution	-	- 0.00% of portfolio	0.00% - shares	Q3 2015 Held for 10y 2m	$388.9M
SkyOak Wealt, LLC RIA/Wealth	Jennifer Ann Davis CEO	- 0.00% of portfolio	0.00% - shares	Q4 2019 Held for 5y 11m	$529.0M
UBS Group AG Institution	Sergio P. Ermotti CEO	- 0.00% of portfolio	0.00% - shares	Q3 2023 Held for 2y 2m	$511.54B
L Lakeshore Financial Planning, Inc. RIA/Wealth	Jeffrey Francis Brayton President	- 0.00% of portfolio	0.00% - shares	Q3 2023 Held for 2y 2m	$269.4M
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	Kenneth Cordele Griffin CEO	- 0.00% of portfolio	0.00% - shares	Q4 2024 Held for 11 months	$122.08B

Net Capital Flow

Institutional buying and selling activity for CNFR and CNFRZ in Q3 2025

Traded: −$298.3K
Buyers: 0
Sellers: 13
Total Bought: +-
Total Sold: −$298.3K
Avg Position: -

Biggest Buyers

Institution	Net Bought	Current Position
No buyers found

Biggest Sellers

Institution	Net Sold	Current Position
I IAT REINSURANCE CO LTD. Institution	−$181.3K −250.0K shares	Sold Off 0 shares
N Nemes Rush Group LLC Institution	−$33.3K −45.9K shares	Sold Off 0 shares
GEODE CAPITAL MANAGEMENT LLC ETF Provider	−$20.1K −25.8K shares	Sold Off 0 shares
VANGUARD GROUP INC Institution	−$19.5K −25.0K shares	Sold Off 0 shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$14.9K −19.1K shares	Sold Off 0 shares
SkyOak Wealt, LLC RIA/Wealth	−$12.8K −16.5K shares	Sold Off 0 shares
L Lakeshore Financial Planning, Inc. RIA/Wealth	−$7.4K −10.2K shares	Sold Off 0 shares
T Tower Research Capital LLC Institution	−$3.5K −4.9K shares	Sold Off 0 shares
A Advisor Group Holdings, Inc. Institution	−$2.9K −4.0K shares	Sold Off 0 shares
UBS Group AG Institution	−$2.3K −3.1K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited CNFR and CNFRZ in Q3 2025

New Positions: 0
New Value: -
Exited Positions: 13
Exited Value: $298.3K

New Positions

Institution	Position Value
No new positions found

Exited Positions

Institution	Previous Position
I IAT REINSURANCE CO LTD. Institution	$181.3K 250.0K shares
N Nemes Rush Group LLC Institution	$33.3K 45.9K shares
GEODE CAPITAL MANAGEMENT LLC ETF Provider	$20.1K 25.8K shares
VANGUARD GROUP INC Institution	$19.5K 25.0K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$14.9K 19.1K shares
SkyOak Wealt, LLC RIA/Wealth	$12.8K 16.5K shares
L Lakeshore Financial Planning, Inc. RIA/Wealth	$7.4K 10.2K shares
T Tower Research Capital LLC Institution	$3.5K 4.9K shares
A Advisor Group Holdings, Inc. Institution	$2.9K 4.0K shares
UBS Group AG Institution	$2.3K 3.1K shares

Options Activity

Institutions with the largest Call and Put options positions in CNFR and CNFRZ as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with CNFR and CNFRZ as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
T Tower Research Capital LLC Institution	-	0.00% -	0.00% - shares	Q4 2020 Held for 4y 11m	$3.6B
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	0.00% -	0.00% - shares	Q4 2023 Held for 1y 11m	$1.33T
VANGUARD GROUP INC Institution	Salim Ramji CEO	0.00% -	0.00% - shares	Q4 2015 Held for 9y 11m	$6.69T
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	0.00% -	0.00% - shares	Q3 2016 Held for 9y 2m	$1.57T
A Advisor Group Holdings, Inc. Institution	-	0.00% -	0.00% - shares	Q1 2024 Held for 1y 8m	$71.0B
I IAT REINSURANCE CO LTD. Institution	-	0.00% -	0.00% - shares	Q3 2015 Held for 10y 2m	$388.9M
SkyOak Wealt, LLC RIA/Wealth	Jennifer Ann Davis CEO	0.00% -	0.00% - shares	Q4 2019 Held for 5y 11m	$529.0M
UBS Group AG Institution	Sergio P. Ermotti CEO	0.00% -	0.00% - shares	Q3 2023 Held for 2y 2m	$511.54B
L Lakeshore Financial Planning, Inc. RIA/Wealth	Jeffrey Francis Brayton President	0.00% -	0.00% - shares	Q3 2023 Held for 2y 2m	$269.4M
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	Kenneth Cordele Griffin CEO	0.00% -	0.00% - shares	Q4 2024 Held for 11 months	$122.08B

Conifer Holdings

Overview

All Institutions

Hedge Funds

Ownership Breakdown

Biggest Investors

Net Capital Flow

Biggest Buyers

Biggest Sellers

Entry and Exit Activity

New Positions

Exited Positions

Options Activity

Call Positions

Put Positions

Most Committed Institutions

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