Citadel Advisors’s Primerica PRI Stock Holding History

Citadel Advisors’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
2026 Q1	$751K	Buy	3,000 +900	+43%	+$232K	﹤0.01%	8349
2025 Q4	$543K	Sell	2,100 -1,100	-34%	-$287K	﹤0.01%	8834
2025 Q3	$888K	Buy	3,200 +2,200	+220%	+$591K	﹤0.01%	7789
2025 Q2	$274K	Sell	1,000 -700	-41%	-$186K	﹤0.01%	10000
2025 Q1	$484K	Buy	1,700 +1,000	+143%	+$285K	﹤0.01%	8543
2024 Q4	$190K	Sell	700 -1,100	-61%	-$312K	﹤0.01%	10538
2024 Q3	$477K	Sell	1,800 -3,000	-63%	-$758K	﹤0.01%	8355
2024 Q2	$1.14M	Buy	4,800 +1,800	+60%	+$408K	﹤0.01%	6334
2024 Q1	$759K	Sell	3,000 -1,200	-29%	-$284K	﹤0.01%	7496
2023 Q4	$864K	Sell	4,200 -3,100	-42%	-$634K	﹤0.01%	6963
2023 Q3	$1.42M	Sell	7,300 -14,500	-67%	-$2.97M	﹤0.01%	5888
2023 Q2	$4.31M	Buy	21,800 +18,500	+561%	+$3.4M	﹤0.01%	3869
2023 Q1	$568K	Sell	3,300 -6,300	-66%	-$1.03M	﹤0.01%	8062
2022 Q4	$1.36M	Buy	9,600 +2,200	+30%	+$306K	﹤0.01%	6225
2022 Q3	$914K	Sell	7,400 -3,800	-34%	-$482K	﹤0.01%	7193
2022 Q2	$1.34M	Buy	11,200 +2,500	+29%	+$314K	﹤0.01%	6373
2022 Q1	$1.19M	Buy	8,700 +6,800	+358%	+$966K	﹤0.01%	7308
2021 Q4	$291K	Sell	1,900 -300	-14%	-$47.6K	﹤0.01%	10993
2021 Q3	$338K	Sell	2,200 -3,000	-58%	-$446K	﹤0.01%	10794
2021 Q2	$796K	Buy	5,200 +3,400	+189%	+$537K	﹤0.01%	8956
2021 Q1	$266K	Sell	1,800 -4,300	-70%	-$617K	﹤0.01%	11118
2020 Q4	$817K	Sell	6,100 -5,600	-48%	-$704K	﹤0.01%	7217
2020 Q3	$1.32M	Buy	11,700 +6,900	+144%	+$838K	﹤0.01%	5512
2020 Q2	$560K	Sell	4,800 -5,500	-53%	-$585K	﹤0.01%	6874
2020 Q1	$911K	Sell	10,300 -3,900	-27%	-$446K	﹤0.01%	5510
2019 Q4	$1.85M	Buy	14,200 +10,100	+246%	+$1.3M	﹤0.01%	4529
2019 Q3	$522K	Sell	4,100 -1,700	-29%	-$205K	﹤0.01%	6670
2019 Q2	$696K	Sell	5,800 -2,900	-33%	-$359K	﹤0.01%	6289
2019 Q1	$1.06M	Buy	8,700 +3,200	+58%	+$369K	﹤0.01%	5472
2018 Q4	$537K	Sell	5,500 -3,000	-35%	-$334K	﹤0.01%	6299
2018 Q3	$1.02M	Buy	8,500 +4,400	+107%	+$510K	﹤0.01%	5497
2018 Q2	$408K	Sell	4,100 -3,200	-44%	-$313K	﹤0.01%	6699
2018 Q1	$705K	Sell	7,300 -3,000	-29%	-$301K	﹤0.01%	5313
2017 Q4	$1.05M	Sell	10,300 -7,100	-41%	-$677K	﹤0.01%	4592
2017 Q3	$1.42M	Buy	17,400 +800	+5%	+$62.5K	﹤0.01%	3835
2017 Q2	$1.26M	Buy	16,600 +5,500	+50%	+$432K	﹤0.01%	3775
2017 Q1	$912K	Sell	11,100 -7,800	-41%	-$608K	﹤0.01%	4142
2016 Q4	$1.31M	Buy	+18,900	New	+$1.2M	﹤0.01%	3484
2016 Q3	–	Sell	-8,400	Closed	-$481K	–	7638
2016 Q2	$481K	Buy	8,400 +700	+9%	+$36.3K	﹤0.01%	4536
2016 Q1	$343K	Buy	7,700 +4,400	+133%	+$190K	﹤0.01%	4911
2015 Q4	$156K	Sell	3,300 -100	-3%	-$4.89K	﹤0.01%	6152
2015 Q3	$153K	Sell	3,400 -10,300	-75%	-$451K	﹤0.01%	6491
2015 Q2	$626K	Buy	13,700 +8,800	+180%	+$411K	﹤0.01%	4630
2015 Q1	$249K	Buy	4,900 +3,800	+345%	+$197K	﹤0.01%	5907
2014 Q4	$60K	Buy	+1,100	New	+$56.1K	﹤0.01%	7063
2013 Q4	–	Sell	-10,100	Closed	-$407K	–	7131
2013 Q3	$407K	Buy	10,100 +500	+5%	+$19.8K	﹤0.01%	4031
2013 Q2	$359K	Buy	+9,600	New	+$331K	﹤0.01%	4144

Other funds holding PRI

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Citadel Advisors's PRI Position: Q1 2026 in Review

Citadel Advisors reduced its Primerica (PRI) stake by 65% in Q1 2026, selling an estimated $3.89M and leaving 8,274 shares worth $2.07M. The position accounts for ﹤0.01% of the portfolio, ranked #5992.

Citadel Advisors first reported a position in PRI in Q2 2013 and has held it in 47 quarters since. The position peaked at $76.2M in Q2 2015. 506 funds tracked by Wall St. Rank hold PRI as of Q1 2026.

Citadel Advisors held 8,274 shares of Primerica worth $2.07M as of Q1 2026.
Citadel Advisors sold 15,068 Primerica shares in Q1 2026, an estimated $3.89M.
Primerica made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #5992 holding.
Citadel Advisors first reported a position in Primerica in Q2 2013 and has held it in 47 quarters since.
Citadel Advisors's Primerica position peaked at $76.2M in Q2 2015.
506 funds tracked by Wall St. Rank held Primerica as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.