Swiss Re’s Pultegroup PHM Stock Holding History

Swiss Re’s Portfolio PHM Stock Details PHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-128	Closed	-$15.1K	–	266
2026 Q1	$15.1K	Hold	128	–	–	0.09%	171
2025 Q4	$15K	Buy	+128	New	+$15.7K	﹤0.01%	169

Other funds holding PHM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Swiss Re's PHM Position: Q2 2026 in Review

Swiss Re sold out of Pultegroup (PHM) in Q2 2026, closing a stake of 128 shares — an estimated $15.1K sold.

Swiss Re first reported a position in PHM in Q4 2025 and held it in 2 quarters. The position peaked at $15.1K in Q1 2026. 1,041 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

Swiss Re reported no remaining Pultegroup position as of Q2 2026 after selling out during the quarter.
Swiss Re sold 128 Pultegroup shares in Q2 2026, an estimated $15.1K.
Swiss Re first reported a position in Pultegroup in Q4 2025 and held it in 2 quarters.
Swiss Re's Pultegroup position peaked at $15.1K in Q1 2026.
1,041 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Swiss Re's 13F filing for Q2 2026, filed 11 Aug 2026.