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HBW Advisory Services’s Primerica PRI Stock Holding History

HBW Advisory 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
2025
Q4 		– Sell
-866
Closed -$240K – 444
2025
Q3 		$240K Hold
866
– – 0.03% 370
2025
Q2 		$237K Hold
866
– – 0.03% 358
2025
Q1 		$246K Hold
866
– – 0.04% 326
2024
Q4 		$235K Hold
866
– – 0.02% 330
2024
Q3 		$230K Buy
+866
New +$219K 0.03% 325

Other funds holding PRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

HBW Advisory Services's PRI Position: Q4 2025 in Review

HBW Advisory Services sold out of Primerica (PRI) in Q4 2025, closing a stake of 866 shares — an estimated $240K sold.

HBW Advisory Services first reported a position in PRI in Q3 2024 and held it in 5 quarters. The position peaked at $246K in Q1 2025. 513 funds tracked by Wall St. Rank hold PRI as of Q4 2025.

  • HBW Advisory Services reported no remaining Primerica position as of Q4 2025 after selling out during the quarter.
  • HBW Advisory Services sold 866 Primerica shares in Q4 2025, an estimated $240K.
  • HBW Advisory Services first reported a position in Primerica in Q3 2024 and held it in 5 quarters.
  • HBW Advisory Services's Primerica position peaked at $246K in Q1 2025.
  • 513 funds tracked by Wall St. Rank held Primerica as of Q4 2025.

Based on HBW Advisory Services's 13F filing for Q4 2025, filed 23 Jan 2026.