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Eagle Bay Advisors’s Primerica PRI Stock Holding History

Eagle Bay 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
2025
Q1 		– Sell
-414
Closed -$112K – 744
2024
Q4 		$112K Hold
414
– – 0.07% 187
2024
Q3 		$110K Buy
414
+1
+0.2% +$253 0.04% 266
2024
Q2 		$97.6K Buy
413
+6
+1% +$1.36K 0.06% 224
2024
Q1 		$103K Buy
407
+10
+3% +$2.37K 0.06% 204
2023
Q4 		$81.6K Sell
397
-8
-2% -$1.64K 0.05% 237
2023
Q3 		$78.6K Sell
405
-4
-1% -$819 0.04% 302
2023
Q2 		$80.8K Sell
409
-3
-0.7% -$551 0.05% 266
2023
Q1 		$70.9K Hold
412
– – 0.04% 310
2022
Q4 		$58.4K Hold
412
– – 0.03% 343
2022
Q3 		$51K Hold
412
– – 0.03% 334
2022
Q2 		$49.3K Buy
+412
New +$51.8K 0.03% 367
2022
Q1 		– Sell
-1
Closed -$1K – 797
2021
Q4 		$1K Sell
1
-727
-100% -$115K ﹤0.01% 1041
2021
Q3 		$111K Buy
728
+327
+82% +$48.7K 0.06% 216
2021
Q2 		$64K Buy
+401
New +$63.3K 0.05% 259

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
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Eagle Bay Advisors's PRI Position: Q1 2025 in Review

Eagle Bay Advisors sold out of Primerica (PRI) in Q1 2025, closing a stake of 414 shares — an estimated $112K sold.

Eagle Bay Advisors first reported a position in PRI in Q2 2021 and held it in 14 quarters. The position peaked at $112K in Q4 2024. 509 funds tracked by Wall St. Rank hold PRI as of Q1 2025.

  • Eagle Bay Advisors reported no remaining Primerica position as of Q1 2025 after selling out during the quarter.
  • Eagle Bay Advisors sold 414 Primerica shares in Q1 2025, an estimated $112K.
  • Eagle Bay Advisors first reported a position in Primerica in Q2 2021 and held it in 14 quarters.
  • Eagle Bay Advisors's Primerica position peaked at $112K in Q4 2024.
  • 509 funds tracked by Wall St. Rank held Primerica as of Q1 2025.

Based on Eagle Bay Advisors's 13F filing for Q1 2025, filed 5 May 2025.