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CBIZ Investment Advisory Services’s Primerica PRI Stock Holding History

CBIZ Investment Advisory Services’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
Closed -$274 – 758
2025
Q2 		$274 Buy
+1
New +$265 ﹤0.01% 674

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BlackRock
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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

CBIZ Investment Advisory Services's PRI Position: Q3 2025 in Review

CBIZ Investment Advisory Services sold out of Primerica (PRI) in Q3 2025, closing a stake of 1 share — an estimated $274 sold.

CBIZ Investment Advisory Services first reported a position in PRI in Q2 2025 and held it in 1 quarter. The position peaked at $274 in Q2 2025. 496 funds tracked by Wall St. Rank hold PRI as of Q3 2025.

  • CBIZ Investment Advisory Services reported no remaining Primerica position as of Q3 2025 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 1 Primerica share in Q3 2025, an estimated $274.
  • CBIZ Investment Advisory Services first reported a position in Primerica in Q2 2025 and held it in 1 quarter.
  • CBIZ Investment Advisory Services's Primerica position peaked at $274 in Q2 2025.
  • 496 funds tracked by Wall St. Rank held Primerica as of Q3 2025.

Based on CBIZ Investment Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.