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CONIFER HLDGS INCORPORATED
CONIFER HLDGS INCORPORATED. Institutional holdings reported to the SEC.

Institutional Holders (2017Q1)
Portfolio Summary: 20 Institutional holders with a total value of $17,153,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 AEGIS FINANCIAL CORP 686,614 5,012,000 29.22%
2 Pacific Ridge Capital Partners, LLC 289,883 2,116,000 12.34%
3 NORTHPOINTE CAPITAL LLC 257,706 1,881,000 10.97%
4 Eidelman Virant Capital 387,961 1,832,000 10.68%
5 IAT REINSURANCE CO LTD. 250,000 1,825,000 10.64%
6 WELLS FARGO & COMPANY/MN 149,245 1,067,000 6.22%
7 NEW VERNON INVESTMENT MANAGEMENT LLC 131,722 962,000 5.61%
8 VANGUARD GROUP INC 132,707 949,000 5.53%
9 WOODMONT INVESTMENT COUNSEL LLC 83,867 612,000 3.57%
10 PHILADELPHIA TRUST CO 44,250 323,000 1.88%
11 BKS ADVISORS, LLC 29,210 213,000 1.24%
12 GEODE CAPITAL MANAGEMENT, LLC 16,566 118,000 0.69%
13 BlackRock Finance, Inc. 13,976 102,000 0.59%
14 Raymond James Financial Services Advisors, Inc. 13,860 101,000 0.59%
15 MORGAN STANLEY 4,415 32,000 0.19%
16 MANUFACTURERS LIFE INSURANCE COMPANY, THE 710 5,000 0.03%
17 STEWARD PARTNERS INVESTMENT ADVISORY, LLC 300 2,000 0.01%
18 ALPHA OMEGA WEALTH MANAGEMENT LLC 200 1,000 0.01%
19 UBS Group AG 6 0 0.00%
20 BANK OF MONTREAL /CAN/ 1 0 0.00%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.