The Phoenix Companies Inc. (“we,” “our,” “us,” the “Company,” “PNX” or “Phoenix”) is a holding company incorporated in Delaware. Our operating subsidiaries provide life insurance and annuity products through independent agents and financial advisors. Our principal insurance company subsidiaries are Phoenix Life Insurance Company (“Phoenix Life”), domiciled in New York, and PHL Variable Insurance Company (“PHL Variable”), domiciled in Connecticut. Collectively with Phoenix Life and Annuity Company (“PLAC”) and American Phoenix Life and Reassurance Company (“APLAR”), both domiciled in Connecticut, they are our “Life Companies.” Our policyholder base includes both affluent and middle market consumers, with our more recent business concentrated in the middle market. Most of our life insurance in force is permanent life insurance (whole life, universal life and variable universal life) insuring one or more lives. Our annuity products include fixed and variable annuities with a variety of death benefit and guaranteed living benefit options. As of December 31, 2015, we had $91.5 billion of gross life insurance in force and $5.6 billion of annuity funds under management.
Company profile
Ticker
PNX
Exchange
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
SEC CIK
Corporate docs
IRS number
60493340
Latest filings (excl ownership)
15-12B
Securities registration termination
5 Jul 16
15-12B
Securities registration termination
1 Jul 16
25
Voluntary exchange delisting
24 Jun 16
25-NSE
Exchange delisting
21 Jun 16
8-K
Completion of Acquisition or Disposition of Assets
20 Jun 16
S-8 POS
Registration of securities for employees (post-effective amendment)
20 Jun 16
S-8 POS
Registration of securities for employees (post-effective amendment)
20 Jun 16
S-8 POS
Registration of securities for employees (post-effective amendment)
20 Jun 16
S-8 POS
Registration of securities for employees (post-effective amendment)
20 Jun 16
8-K
Regulation FD Disclosure
14 Jun 16
Latest ownership filings
SC 13G/A
Phoenix Companies Inc/de
9 Feb 17
4
CHRISTOPHER M WILKOS
22 Jun 16
4
BONNIE J MALLEY
22 Jun 16
4
ARTHUR F WEINBACH
22 Jun 16
4
MARTIN N BAILY
22 Jun 16
4
Edward W Cassidy
22 Jun 16
4
ERNEST M. JR. MCNEILL
22 Jun 16
4
ARTHUR P BYRNE
22 Jun 16
4
JAMES D WEHR
22 Jun 16
4
Jody A Beresin
22 Jun 16
Institutional ownership, Q1 2023
0.0% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 1 |
Opened positions | 0 |
Closed positions | 0 |
Increased positions | 0 |
Reduced positions | 0 |
13F shares | Current |
---|---|
Total value | 7.14 mm |
Total shares | 400.00 |
Total puts | 0.00 |
Total calls | 0.00 |
Total put/call ratio | – |
Largest owners | Shares | Value |
---|---|---|
Accel Wealth Management | 400.00 | $7.14 mm |