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Harvest Fund Management’s Primerica PRI Stock Holding History

Harvest Fund 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
-179
Closed -$49K – 795
2024
Q4 		$49K Hold
179
– – ﹤0.01% 606
2024
Q3 		$47K Hold
179
– – ﹤0.01% 463
2024
Q2 		$42K Sell
179
-624
-78% -$142K ﹤0.01% 495
2024
Q1 		$203K Hold
803
– – 0.02% 323
2023
Q4 		$165K Hold
803
– – 0.03% 254
2023
Q3 		$156K Buy
803
+474
+144% +$97.1K 0.03% 255
2023
Q2 		$65K Hold
329
– – 0.01% 391
2023
Q1 		$57K Buy
329
+256
+351% +$42K 0.01% 456
2022
Q4 		$10K Hold
73
– – ﹤0.01% 658
2022
Q3 		$9K Hold
73
– – ﹤0.01% 672
2022
Q2 		$9K Hold
73
– – ﹤0.01% 626
2022
Q1 		$9K Hold
73
– – ﹤0.01% 663
2021
Q4 		$11K Sell
73
-257
-78% -$40.8K ﹤0.01% 684
2021
Q3 		$50K Hold
330
– – 0.01% 401
2021
Q2 		$50K Buy
330
+205
+164% +$32.4K 0.01% 424
2021
Q1 		$18K Sell
125
-245
-66% -$35.1K ﹤0.01% 636
2020
Q4 		$49K Buy
+370
New +$46.5K ﹤0.01% 364
2019
Q3 		– Sell
-143
Closed -$17K – 434
2019
Q2 		$17K Sell
143
-645
-82% -$79.9K ﹤0.01% 359
2019
Q1 		$96K Hold
788
– – 0.02% 201
2018
Q4 		$77K Buy
+788
New +$87.6K 0.02% 219

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

Harvest Fund Management's PRI Position: Q1 2025 in Review

Harvest Fund Management sold out of Primerica (PRI) in Q1 2025, closing a stake of 179 shares — an estimated $49K sold.

Harvest Fund Management first reported a position in PRI in Q4 2018 and held it in 20 quarters. The position peaked at $203K in Q1 2024. 509 funds tracked by Wall St. Rank hold PRI as of Q1 2025.

  • Harvest Fund Management reported no remaining Primerica position as of Q1 2025 after selling out during the quarter.
  • Harvest Fund Management sold 179 Primerica shares in Q1 2025, an estimated $49K.
  • Harvest Fund Management first reported a position in Primerica in Q4 2018 and held it in 20 quarters.
  • Harvest Fund Management's Primerica position peaked at $203K in Q1 2024.
  • 509 funds tracked by Wall St. Rank held Primerica as of Q1 2025.

Based on Harvest Fund Management's 13F filing for Q1 2025, filed 8 May 2025.