Conifer Holdings Ownership

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

Recent Insider Transactions

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

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

Top 23 shareholders own 75.62% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
29.8%	Clarkston Ventures, LLC	3,635,769	US$4.3m	0%	no data
28.1%	James Petcoff	3,437,647	US$4.1m	0%	no data
4.17%	Brian Roney	510,232	US$607.2k	0%	no data
3.61%	Richard Williams	440,752	US$524.5k	0%	no data
2.25%	Nicholas Petcoff	275,314	US$327.6k	0%	no data
2.05%	Joseph Sarafa	250,000	US$297.5k	0%	no data
2.05%	IAT Reinsurance Company Ltd, Asset Management Arm	250,000	US$297.5k	0%	0.08%
1.53%	Andrew Petcoff	187,007	US$222.5k	0%	no data
0.48%	Ph Real Estate Llc	58,765	US$69.9k	0%	no data
0.41%	Harold Meloche	50,588	US$60.2k	0%	no data
0.22%	Geode Capital Management, LLC	26,397	US$31.4k	48.9%	no data
0.2%	The Vanguard Group, Inc.	25,019	US$29.8k	-25.8%	no data
0.2%	John Melstrom	25,000	US$29.7k	0%	no data
0.14%	Timothy Lamothe	17,351	US$20.6k	0%	no data
0.13%	SkyOak Wealth, LLC	16,469	US$19.6k	0%	no data
0.11%	UBS Asset Management AG	13,571	US$16.1k	341%	no data
0.083%	Lakeshore Financial Planning Inc.	10,200	US$12.1k	0%	0.01%
0.041%	Isolde O'Hanlon	5,000	US$6.0k	0%	no data
0.033%	Osaic Wealth, Inc. , Asset Management Arm	4,000	US$4.8k	0%	no data
0.026%	Tower Research Capital Europe Limited	3,166	US$3.8k	-61%	no data
0.0043%	Morgan Stanley, Investment Banking and Brokerage Investments	529	US$629.8	0%	no data
0.0012%	Capital Advisors, Ltd., LLC	146	US$173.1	-62.9%	no data
0.00023%	Bank of America Corporation, Asset Management Arm	28	US$33.5	16.7%	no data