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Fox Run Management’s Primerica PRI Stock Holding History

Fox Run Management’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
-2,462
Closed -$668K – 1160
2024
Q4 		$668K Buy
+2,462
New +$698K 0.12% 335
2018
Q1 		– Sell
-3,849
Closed -$391K – 881
2017
Q4 		$391K Buy
+3,849
New +$367K 0.11% 369
2016
Q3 		– Sell
-8,700
Closed -$498K – 642
2016
Q2 		$498K Buy
+8,700
New +$452K 0.24% 127

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

Fox Run Management's PRI Position: Q1 2025 in Review

Fox Run Management sold out of Primerica (PRI) in Q1 2025, closing a stake of 2,462 shares — an estimated $668K sold.

Fox Run Management first reported a position in PRI in Q2 2016 and held it in 3 quarters. The position peaked at $668K in Q4 2024. 509 funds tracked by Wall St. Rank hold PRI as of Q1 2025.

  • Fox Run Management reported no remaining Primerica position as of Q1 2025 after selling out during the quarter.
  • Fox Run Management sold 2,462 Primerica shares in Q1 2025, an estimated $668K.
  • Fox Run Management first reported a position in Primerica in Q2 2016 and held it in 3 quarters.
  • Fox Run Management's Primerica position peaked at $668K in Q4 2024.
  • 509 funds tracked by Wall St. Rank held Primerica as of Q1 2025.

Based on Fox Run Management's 13F filing for Q1 2025, filed 13 May 2025.