BPIM
PRI icon

Brant Point Investment Management’s Primerica PRI Stock Holding History

Brant Point Investment Management’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
Q4 		– Sell
-14,677
Closed -$4.07M – 142
2025
Q3 		$4.07M Buy
14,677
+5,330
+57% +$1.43M 0.44% 59
2025
Q2 		$2.56M Buy
9,347
+951
+11% +$252K 0.27% 74
2025
Q1 		$2.39M Sell
8,396
-17,604
-68% -$5.02M 0.29% 84
2024
Q4 		$7.06M Buy
+26,000
New +$7.37M 0.88% 25
2021
Q4 		– Sell
-20,003
Closed -$3.07M – 138
2021
Q3 		$3.07M Buy
20,003
+64
+0.3% +$9.52K 0.27% 83
2021
Q2 		$3.05M Sell
19,939
-30,224
-60% -$4.77M 0.28% 95
2021
Q1 		$7.42M Sell
50,163
-19,980
-28% -$2.87M 0.81% 26
2020
Q4 		$9.39M Sell
70,143
-13,857
-16% -$1.74M 1.11% 10
2020
Q3 		$9.5M Buy
84,000
+25,161
+43% +$3.06M 0.82% 15
2020
Q2 		$6.86M Buy
58,839
+26,000
+79% +$2.77M 0.68% 24
2020
Q1 		$2.91M Sell
32,839
-3,094
-9% -$354K 0.37% 62
2019
Q4 		$4.69M Sell
35,933
-421
-1% -$54.4K 0.48% 51
2019
Q3 		$4.63M Buy
36,354
+16,880
+87% +$2.04M 0.45% 53
2019
Q2 		$2.34M Sell
19,474
-5,000
-20% -$619K 0.23% 89
2019
Q1 		$2.99M Sell
24,474
-15,526
-39% -$1.79M 0.38% 69
2018
Q4 		$3.91M Buy
+40,000
New +$4.45M 0.57% 38
2018
Q1 		– Sell
-10,000
Closed -$1.02M – 147
2017
Q4 		$1.02M Sell
10,000
-152,860
-94% -$14.6M 0.1% 124
2017
Q3 		$13.3M Buy
162,860
+48,010
+42% +$3.75M 1.38% 3
2017
Q2 		$8.7M Sell
114,850
-23,700
-17% -$1.86M 1.06% 16
2017
Q1 		$11.4M Buy
138,550
+33,350
+32% +$2.6M 1.17% 5
2016
Q4 		$7.28M Buy
+105,200
New +$6.69M 0.71% 25

Other funds holding PRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Brant Point Investment Management's PRI Position: Q4 2025 in Review

Brant Point Investment Management sold out of Primerica (PRI) in Q4 2025, closing a stake of 14,677 shares — an estimated $4.07M sold.

Brant Point Investment Management first reported a position in PRI in Q4 2016 and held it in 21 quarters. The position peaked at $13.3M in Q3 2017. 513 funds tracked by Wall St. Rank hold PRI as of Q4 2025.

  • Brant Point Investment Management reported no remaining Primerica position as of Q4 2025 after selling out during the quarter.
  • Brant Point Investment Management sold 14,677 Primerica shares in Q4 2025, an estimated $4.07M.
  • Brant Point Investment Management first reported a position in Primerica in Q4 2016 and held it in 21 quarters.
  • Brant Point Investment Management's Primerica position peaked at $13.3M in Q3 2017.
  • 513 funds tracked by Wall St. Rank held Primerica as of Q4 2025.

Based on Brant Point Investment Management's 13F filing for Q4 2025, filed 13 Feb 2026.