Phoenix Companies Inc. (pnx 7.45 01/15/32)Preferred / convertible

13F holders, Q2 2025 (June 30)
3holders
0new positions
0sold out
$18.21avg. 13F price*

At the end of Q2 2025, 3 institutions reported holding Phoenix Companies Inc. (pnx 7.45 01/15/32) in their 13F filings, unchanged from Q1 2025. 0 opened new positions and 0 sold out. The largest holders were Grace & White Inc. ($4.8M), Everett Harris & Co. ($810K) 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

0123 Q1 2024: 2Q1 2024Q2 2024: 2Q2 2024Q3 2024: 2Q3 2024Q4 2024: 2Q4 2024Q1 2025: 3Q1 2025Q2 2025: 3Q2 2025Q3 2025: 3Q3 2025Q4 2025: 3Q4 2025Q1 2026: 3Q1 2026Q2 2026: 2Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions0$0
Exits0$0

Ownership 3 holders

Grace & White Inc. — No change 262,432 $4.8M
Everett Harris & Co. — No change 45,000 $810K
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.