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Burns Matteson Capital Management’s Primerica PRI Stock Holding History

Burns Matteson Capital 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
Q3 		– Sell
-849
Closed -$232K – 230
2025
Q2 		$232K Buy
+849
New +$225K 0.11% 159

Other funds holding PRI

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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

Burns Matteson Capital Management's PRI Position: Q3 2025 in Review

Burns Matteson Capital Management sold out of Primerica (PRI) in Q3 2025, closing a stake of 849 shares — an estimated $232K sold.

Burns Matteson Capital Management first reported a position in PRI in Q2 2025 and held it in 1 quarter. The position peaked at $232K in Q2 2025. 496 funds tracked by Wall St. Rank hold PRI as of Q3 2025.

  • Burns Matteson Capital Management reported no remaining Primerica position as of Q3 2025 after selling out during the quarter.
  • Burns Matteson Capital Management sold 849 Primerica shares in Q3 2025, an estimated $232K.
  • Burns Matteson Capital Management first reported a position in Primerica in Q2 2025 and held it in 1 quarter.
  • Burns Matteson Capital Management's Primerica position peaked at $232K in Q2 2025.
  • 496 funds tracked by Wall St. Rank held Primerica as of Q3 2025.

Based on Burns Matteson Capital Management's 13F filing for Q3 2025, filed 16 Oct 2025.