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Dorsey Wright & Associates’s Primerica PRI Stock Holding History

Dorsey Wright & Associates’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
-13,243
Closed -$3.62M – 159
2025
Q2 		$3.62M Buy
+13,243
New +$3.51M 0.86% 42
2018
Q2 		– Sell
-28,172
Closed -$2.72M – 136
2018
Q1 		$2.72M Buy
28,172
+620
+2% +$62.3K 0.42% 69
2017
Q4 		$2.8M Buy
27,552
+6,848
+33% +$652K 0.51% 71
2017
Q3 		$1.69M Buy
20,704
+4,786
+30% +$374K 0.39% 91
2017
Q2 		$1.21M Buy
15,918
+326
+2% +$25.6K 0.37% 101
2017
Q1 		$1.28M Buy
15,592
+2,055
+15% +$160K 0.44% 102
2016
Q4 		$936K Buy
+13,537
New +$861K 0.4% 96

Other funds holding PRI

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

Dorsey Wright & Associates's PRI Position: Q3 2025 in Review

Dorsey Wright & Associates sold out of Primerica (PRI) in Q3 2025, closing a stake of 13,243 shares — an estimated $3.62M sold.

Dorsey Wright & Associates first reported a position in PRI in Q4 2016 and held it in 7 quarters. The position peaked at $3.62M in Q2 2025. 496 funds tracked by Wall St. Rank hold PRI as of Q3 2025.

  • Dorsey Wright & Associates reported no remaining Primerica position as of Q3 2025 after selling out during the quarter.
  • Dorsey Wright & Associates sold 13,243 Primerica shares in Q3 2025, an estimated $3.62M.
  • Dorsey Wright & Associates first reported a position in Primerica in Q4 2016 and held it in 7 quarters.
  • Dorsey Wright & Associates's Primerica position peaked at $3.62M in Q2 2025.
  • 496 funds tracked by Wall St. Rank held Primerica as of Q3 2025.

Based on Dorsey Wright & Associates's 13F filing for Q3 2025, filed 18 Nov 2025.