Baird Financial Group
PRI icon

Baird Financial Group’s Primerica PRI Stock Holding History

Baird Financial Group’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
Q3 		– Sell
-1,012
Closed -$277K – 1842
2025
Q2 		$277K Buy
+1,012
New +$268K ﹤0.01% 1606
2022
Q3 		– Sell
-4,455
Closed -$533K – 1808
2022
Q2 		$533K Buy
4,455
+636
+17% +$80K ﹤0.01% 1323
2022
Q1 		$523K Sell
3,819
-75
-2% -$10.6K ﹤0.01% 1384
2021
Q4 		$597K Sell
3,894
-567
-13% -$89.9K ﹤0.01% 1407
2021
Q3 		$685K Buy
+4,461
New +$664K ﹤0.01% 1351

Other funds holding PRI

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BAMCO Inc
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Baird Financial Group's PRI Position: Q3 2025 in Review

Baird Financial Group sold out of Primerica (PRI) in Q3 2025, closing a stake of 1,012 shares — an estimated $277K sold.

Baird Financial Group first reported a position in PRI in Q3 2021 and held it in 5 quarters. The position peaked at $685K in Q3 2021. 496 funds tracked by Wall St. Rank hold PRI as of Q3 2025.

  • Baird Financial Group reported no remaining Primerica position as of Q3 2025 after selling out during the quarter.
  • Baird Financial Group sold 1,012 Primerica shares in Q3 2025, an estimated $277K.
  • Baird Financial Group first reported a position in Primerica in Q3 2021 and held it in 5 quarters.
  • Baird Financial Group's Primerica position peaked at $685K in Q3 2021.
  • 496 funds tracked by Wall St. Rank held Primerica as of Q3 2025.

Based on Baird Financial Group's 13F filing for Q3 2025, filed 13 Nov 2025.