Q2 2025 13F Holders as of 6/30/2025
-
Type / Class
-
Equity / PFD
-
Number of holders
-
3
-
Total 13F shares, excl. options
-
308K
-
Shares change
-
0
-
Total reported value, excl. options
-
$5.61M
-
Price
-
$18.25
Significant Holders of Phoenix Companies Inc - PFD (PFX) as of Q2 2025
3 filings reported holding PFX - Phoenix Companies Inc - PFD as of Q2 2025.
Phoenix Companies Inc - PFD (PFX) has 3 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 308K shares
.
Largest 3 shareholders include GRACE & WHITE INC /NY (262K shares), EVERETT HARRIS & CO /CA/ (45K shares), and NVWM, LLC (400 shares).
This table shows the top 3 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.