Aspen Grove Capital’s Primerica PRI Stock Holding History

Aspen Grove Capital’s Portfolio PRI Stock Details PRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,928	Closed	-$549K	–	262
2025 Q1	$549K	Buy	+1,928	New	+$549K	0.11%	110

Other funds holding PRI

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Aspen Grove Capital's PRI Position: Q2 2025 in Review

Aspen Grove Capital sold out of Primerica (PRI) in Q2 2025, closing a stake of 1,928 shares — an estimated $549K sold.

Aspen Grove Capital first reported a position in PRI in Q1 2025 and held it in 1 quarter. The position peaked at $549K in Q1 2025. 517 funds tracked by Wall St. Rank hold PRI as of Q2 2025.

Aspen Grove Capital reported no remaining Primerica position as of Q2 2025 after selling out during the quarter.
Aspen Grove Capital sold 1,928 Primerica shares in Q2 2025, an estimated $549K.
Aspen Grove Capital first reported a position in Primerica in Q1 2025 and held it in 1 quarter.
Aspen Grove Capital's Primerica position peaked at $549K in Q1 2025.
517 funds tracked by Wall St. Rank held Primerica as of Q2 2025.

Based on Aspen Grove Capital's 13F filing for Q2 2025, filed 14 Aug 2025.