CI Investments Inc
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CI Investments Inc’s Primerica PRI Stock Holding History

CI Investments Inc’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
-205
Closed -$57K – 1103
2025
Q3 		$57K Sell
205
-94
-31% -$25.2K ﹤0.01% 999
2025
Q2 		$82K Sell
299
-62
-17% -$16.4K ﹤0.01% 950
2025
Q1 		$103K Sell
361
-30
-8% -$8.55K ﹤0.01% 902
2024
Q4 		$106K Sell
391
-282
-42% -$79.9K ﹤0.01% 925
2024
Q3 		$178K Buy
673
+69
+11% +$17.4K ﹤0.01% 687
2024
Q2 		$143K Buy
604
+10
+2% +$2.27K ﹤0.01% 718
2024
Q1 		$150K Buy
594
+89
+18% +$21K ﹤0.01% 785
2023
Q4 		$104K Sell
505
-160
-24% -$32.7K ﹤0.01% 822
2023
Q3 		$129K Buy
665
+9
+1% +$1.84K ﹤0.01% 770
2023
Q2 		$130K Buy
656
+43
+7% +$7.9K ﹤0.01% 720
2023
Q1 		$106K Buy
613
+8
+1% +$1.31K ﹤0.01% 726
2022
Q4 		$86K Sell
605
-5
-0.8% -$697 ﹤0.01% 790
2022
Q3 		$75K Sell
610
-17
-3% -$2.15K ﹤0.01% 755
2022
Q2 		$75K Sell
627
-338
-35% -$42.5K ﹤0.01% 771
2022
Q1 		$132K Sell
965
-140
-13% -$19.9K ﹤0.01% 806
2021
Q4 		$169K Buy
1,105
+29
+3% +$4.6K ﹤0.01% 791
2021
Q3 		$165K Buy
1,076
+20
+2% +$2.98K ﹤0.01% 767
2021
Q2 		$162K Buy
1,056
+402
+61% +$63.5K ﹤0.01% 781
2021
Q1 		$97K Sell
654
-155
-19% -$22.2K ﹤0.01% 775
2020
Q4 		$108K Buy
809
+668
+474% +$83.9K ﹤0.01% 736
2020
Q3 		$16K Buy
+141
New +$17.1K ﹤0.01% 881

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 $3.38T AUM 44.17% 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

CI Investments Inc's PRI Position: Q4 2025 in Review

CI Investments Inc sold out of Primerica (PRI) in Q4 2025, closing a stake of 205 shares — an estimated $57K sold.

CI Investments Inc first reported a position in PRI in Q3 2020 and held it in 21 quarters. The position peaked at $178K in Q3 2024. 514 funds tracked by Wall St. Rank hold PRI as of Q4 2025.

  • CI Investments Inc reported no remaining Primerica position as of Q4 2025 after selling out during the quarter.
  • CI Investments Inc sold 205 Primerica shares in Q4 2025, an estimated $57K.
  • CI Investments Inc first reported a position in Primerica in Q3 2020 and held it in 21 quarters.
  • CI Investments Inc's Primerica position peaked at $178K in Q3 2024.
  • 514 funds tracked by Wall St. Rank held Primerica as of Q4 2025.

Based on CI Investments Inc's 13F filing for Q4 2025, filed 12 Feb 2026.