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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
2020
Q4 		– Sell
-50,000
Closed -$5.66M – 165
2020
Q3 		$5.66M Buy
+50,000
New +$6.07M 0.49% 44
2020
Q1 		– Sell
-11,100
Closed -$1.45M – 125
2019
Q4 		$1.45M Buy
+11,100
New +$1.43M 0.15% 100
2017
Q2 		– Sell
-10,300
Closed -$847K – 145
2017
Q1 		$847K Hold
10,300
– – 0.09% 132
2016
Q4 		$712K Buy
+10,300
New +$655K 0.07% 131

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 $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 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 $1.61T AUM 30.72% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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. 511 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.
  • 511 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.