Conifer Holdings, Inc.

NasdaqGM:CNFR.Z Stock Report

Market Cap: US$13.1m

Conifer Holdings Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of CNFR.Z?
Owner TypeNumber of SharesOwnership Percentage
Institutions349,5252.86%
General Public3,079,93125.2%
Private Companies3,694,53430.2%
Individual Insiders5,098,89141.7%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 23 shareholders own 74.8% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
29.8%
Clarkston Ventures, LLC
3,635,769US$3.9m0%no data
28.1%
James Petcoff
3,437,647US$3.7m0%no data
3.61%
Richard Williams
440,752US$471.6k0%no data
3.36%
Brian Roney
410,232US$438.9k-19.6%no data
2.25%
Nicholas Petcoff
275,314US$294.6k0%no data
2.05%
Joseph Sarafa
250,000US$267.5k0%no data
2.05%
IAT Reinsurance Company Ltd, Asset Management Arm
250,000US$267.5k0%0.07%
1.53%
Andrew Petcoff
187,007US$200.1k0%no data
0.48%
Ph Real Estate Llc
58,765US$62.9k0%no data
0.41%
Harold Meloche
50,588US$54.1k0%no data
0.22%
Geode Capital Management, LLC
26,397US$28.2k48.9%no data
0.2%
The Vanguard Group, Inc.
25,019US$26.8k-25.8%no data
0.2%
John Melstrom
25,000US$26.7k0%no data
0.14%
Timothy Lamothe
17,351US$18.6k0%no data
0.13%
SkyOak Wealth, LLC
16,469US$17.6k0%no data
0.11%
UBS Asset Management AG
13,571US$14.5k341%no data
0.083%
Lakeshore Financial Planning Inc.
10,200US$10.9k0%no data
0.041%
Isolde O'Hanlon
5,000US$5.4k0%no data
0.033%
Osaic Wealth, Inc. , Asset Management Arm
4,000US$4.3k0%no data
0.026%
Tower Research Capital Europe Limited
3,166US$3.4k-61%no data
0.0043%
Morgan Stanley, Investment Banking and Brokerage Investments
529US$566.30%no data
0.0012%
Capital Advisors, Ltd., LLC
146US$155.6-62.9%no data
0.00023%
Bank of America Corporation, Asset Management Arm
28US$30.116.7%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/23 03:27
End of Day Share Price 2024/12/17 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Conifer Holdings, Inc. is covered by 6 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Charles SebaskiBMO Capital Markets Equity Research
Robert FarnamBoenning & Scattergood, Inc.
Jon Paul NewsomePiper Sandler Companies