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	$225K	Sell	900 -1,500	-63%	-$387K	﹤0.01%	11165
2025 Q4	$620K	Buy	2,400 +200	+9%	+$52.2K	﹤0.01%	8512
2025 Q3	$611K	Buy	+2,200	New	+$591K	﹤0.01%	8637
2025 Q2	–	Sell	-200	Closed	-$56.9K	–	14532
2025 Q1	$56.9K	Sell	200 -900	-82%	-$256K	﹤0.01%	12173
2024 Q4	$299K	Sell	1,100 -100	-8%	-$28.4K	﹤0.01%	9658
2024 Q3	$318K	Sell	1,200 -1,100	-48%	-$278K	﹤0.01%	9208
2024 Q2	$544K	Buy	2,300 +200	+10%	+$45.4K	﹤0.01%	7879
2024 Q1	$531K	Sell	2,100 -1,400	-40%	-$331K	﹤0.01%	8261
2023 Q4	$720K	Sell	3,500 -1,800	-34%	-$368K	﹤0.01%	7333
2023 Q3	$1.03M	Buy	5,300 +3,700	+231%	+$758K	﹤0.01%	6500
2023 Q2	$316K	Sell	1,600 -1,300	-45%	-$239K	﹤0.01%	8933
2023 Q1	$499K	Buy	2,900 +1,700	+142%	+$279K	﹤0.01%	8311
2022 Q4	$170K	Sell	1,200 -1,900	-61%	-$265K	﹤0.01%	10409
2022 Q3	$383K	Buy	+3,100	New	+$393K	﹤0.01%	9044
2022 Q2	–	Sell	-2,500	Closed	-$342K	–	13832
2022 Q1	$342K	Sell	2,500 -2,600	-51%	-$369K	﹤0.01%	10295
2021 Q4	$782K	Buy	5,100 +2,200	+76%	+$349K	﹤0.01%	8554
2021 Q3	$446K	Sell	2,900 -2,400	-45%	-$357K	﹤0.01%	10158
2021 Q2	$812K	Buy	5,300 +1,000	+23%	+$158K	﹤0.01%	8907
2021 Q1	$636K	Buy	4,300 +2,700	+169%	+$387K	﹤0.01%	9153
2020 Q4	$214K	Buy	+1,600	New	+$201K	﹤0.01%	9637
2020 Q2	–	Sell	-2,600	Closed	-$230K	–	10346
2020 Q1	$230K	Buy	+2,600	New	+$297K	﹤0.01%	7772
2019 Q4	–	Sell	-4,500	Closed	-$573K	–	9604
2019 Q3	$573K	Sell	4,500 -2,900	-39%	-$350K	﹤0.01%	6521
2019 Q2	$888K	Buy	7,400 +600	+9%	+$74.3K	﹤0.01%	5883
2019 Q1	$831K	Sell	6,800 -700	-9%	-$80.6K	﹤0.01%	5926
2018 Q4	$733K	Sell	7,500 -700	-9%	-$77.8K	﹤0.01%	5792
2018 Q3	$989K	Buy	8,200 +3,600	+78%	+$417K	﹤0.01%	5565
2018 Q2	$458K	Hold	4,600	–	–	﹤0.01%	6515
2018 Q1	$444K	Sell	4,600 -2,400	-34%	-$241K	﹤0.01%	6102
2017 Q4	$711K	Sell	7,000 -1,000	-13%	-$95.3K	﹤0.01%	5137
2017 Q3	$652K	Sell	8,000 -1,200	-13%	-$93.7K	﹤0.01%	4944
2017 Q2	$697K	Buy	9,200 +4,000	+77%	+$314K	﹤0.01%	4634
2017 Q1	$427K	Hold	5,200	–	–	﹤0.01%	5286
2016 Q4	$360K	Buy	+5,200	New	+$331K	﹤0.01%	5415
2016 Q1	–	Sell	-2,100	Closed	-$99K	–	7710
2015 Q4	$99K	Sell	2,100 -1,800	-46%	-$88K	﹤0.01%	6702
2015 Q3	$176K	Sell	3,900 -1,700	-30%	-$74.4K	﹤0.01%	6313
2015 Q2	$256K	Buy	5,600 +3,500	+167%	+$163K	﹤0.01%	5976
2015 Q1	$107K	Buy	+2,100	New	+$109K	﹤0.01%	6787
2014 Q1	–	Sell	-3,000	Closed	-$129K	–	7979
2013 Q4	$129K	Sell	3,000 -1,000	-25%	-$42.4K	﹤0.01%	5406
2013 Q3	$161K	Buy	4,000 +3,000	+300%	+$119K	﹤0.01%	4967
2013 Q2	$37K	Buy	+1,000	New	+$34.5K	﹤0.01%	5807

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.