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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
Q1 		$15.1K Hold
128
– – 0.09% 171
2025
Q4 		$15K Buy
+128
New +$15.7K ﹤0.01% 169

Other funds holding PHM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Swiss Re's PHM Position: Q1 2026 in Review

Swiss Re held its Pultegroup (PHM) position steady in Q1 2026 at 128 shares worth $15.1K. The position accounts for 0.09% of the portfolio, ranked #171.

Swiss Re first reported a position in PHM in Q4 2025 and has held it in 2 quarters since. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • Swiss Re held 128 shares of Pultegroup worth $15.1K as of Q1 2026.
  • Swiss Re left its Pultegroup share count unchanged in Q1 2026.
  • Pultegroup made up 0.09% of Swiss Re's portfolio in Q1 2026, its #171 holding.
  • Swiss Re first reported a position in Pultegroup in Q4 2025 and has held it in 2 quarters since.
  • 1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Swiss Re's 13F filing for Q1 2026, filed 12 May 2026.