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Essex Financial Services’s Primerica PRI Stock Holding History

Essex Financial Services’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
2024
Q4 		– Sell
-782
Closed -$218K – 652
2024
Q3 		$218K Sell
782
-334
-30% -$84.4K 0.02% 580
2024
Q2 		$278K Buy
1,116
+83
+8% +$18.8K 0.02% 504
2024
Q1 		$261K Sell
1,033
-74
-7% -$17.5K 0.02% 447
2023
Q4 		$228K Sell
1,107
-33
-3% -$6.74K 0.02% 455
2023
Q3 		$221K Buy
1,140
+1
+0.1% +$205 0.03% 427
2023
Q2 		$225K Buy
+1,139
New +$209K 0.03% 421

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

Essex Financial Services's PRI Position: Q4 2024 in Review

Essex Financial Services sold out of Primerica (PRI) in Q4 2024, closing a stake of 782 shares — an estimated $218K sold.

Essex Financial Services first reported a position in PRI in Q2 2023 and held it in 6 quarters. The position peaked at $278K in Q2 2024. 488 funds tracked by Wall St. Rank hold PRI as of Q4 2024.

  • Essex Financial Services reported no remaining Primerica position as of Q4 2024 after selling out during the quarter.
  • Essex Financial Services sold 782 Primerica shares in Q4 2024, an estimated $218K.
  • Essex Financial Services first reported a position in Primerica in Q2 2023 and held it in 6 quarters.
  • Essex Financial Services's Primerica position peaked at $278K in Q2 2024.
  • 488 funds tracked by Wall St. Rank held Primerica as of Q4 2024.

Based on Essex Financial Services's 13F filing for Q4 2024, filed 29 Jan 2025.