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Hemington Wealth Management’s Primerica PRI Stock Holding History

Hemington Wealth 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
Q3 		$61K Buy
222
+7
+3% +$1.88K 0.01% 315
2025
Q2 		$58K Sell
215
-6
-3% -$1.59K 0.01% 310
2025
Q1 		$62K Buy
221
+17
+8% +$4.84K 0.01% 284
2024
Q4 		$55K Buy
204
+15
+8% +$4.25K 0.01% 289
2024
Q3 		$52K Buy
+189
New +$47.7K 0.01% 281

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Hemington Wealth Management's PRI Position: Q3 2025 in Review

Hemington Wealth Management increased its Primerica (PRI) stake by 3.3% in Q3 2025, buying an estimated $1.88K and bringing the position to 222 shares worth $61K. The position accounts for 0.01% of the portfolio, ranked #315.

Hemington Wealth Management first reported a position in PRI in Q3 2024 and has held it in 5 quarters since. The position peaked at $62K in Q1 2025. 496 funds tracked by Wall St. Rank hold PRI as of Q3 2025.

  • Hemington Wealth Management held 222 shares of Primerica worth $61K as of Q3 2025.
  • Hemington Wealth Management bought 7 Primerica shares in Q3 2025, an estimated $1.88K.
  • Primerica made up 0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #315 holding.
  • Hemington Wealth Management first reported a position in Primerica in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's Primerica position peaked at $62K in Q1 2025.
  • 496 funds tracked by Wall St. Rank held Primerica as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.