Phoenix Companies Inc. (pnx 7.45 01/15/32)Preferred / convertible
13F holders, Q1 2025 (March 31)3holders +1
1new positions
0sold out
$16.94avg. 13F price*
At the end of Q1 2025, 3 institutions reported holding Phoenix Companies Inc. (pnx 7.45 01/15/32) in their 13F filings, up 1 from Q4 2024. 1 opened new positions and 0 sold out. The largest holders were Grace & White Inc. ($4.4M), Everett Harris & Co. ($776K) and Nvwm, LLC ($7K).
- Company
- Phoenix Companies Inc. (pnx 7.45 01/15/32)
- CUSIP
- 71902E208
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $776K |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 45,000 shares bought, net +45,000 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Grace & White Inc. | — | No change | 262,432 | $4.4M |
| Everett Harris & Co. | — | New | 45,000 | $776K |
| Nvwm, LLC | — | No change | 400 | $7K |
"% of holder's portfolio" is PHOENIX COMPANIES INC (PNX 7.45 01/15/32)'s weight in each manager's 13F, not the share of Phoenix Companies Inc. (pnx 7.45 01/15/32) the manager owns.