HI
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Horizon Investments’s Primerica PRI Stock Holding History

Horizon Investments’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 		– Sell
-9
Closed -$2.46K – 1263
2025
Q2 		$2.46K Hold
9
– – ﹤0.01% 1019
2025
Q1 		$2.56K Hold
9
– – ﹤0.01% 711
2024
Q4 		$2.44K Hold
9
– – ﹤0.01% 713
2024
Q3 		$2.39K Buy
+9
New +$2.27K ﹤0.01% 695
2024
Q2 		– Sell
-6
Closed -$1.52K – 857
2024
Q1 		$1.52K Buy
6
+3
+100% +$710 ﹤0.01% 699
2023
Q4 		$617 Buy
3
+1
+50% +$204 ﹤0.01% 705
2023
Q3 		$388 Hold
2
– – ﹤0.01% 731
2023
Q2 		$396 Hold
2
– – ﹤0.01% 702
2023
Q1 		$344 Buy
+2
New +$328 ﹤0.01% 711

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

Horizon Investments's PRI Position: Q3 2025 in Review

Horizon Investments sold out of Primerica (PRI) in Q3 2025, closing a stake of 9 shares — an estimated $2.46K sold.

Horizon Investments first reported a position in PRI in Q1 2023 and held it in 9 quarters. The position peaked at $2.56K in Q1 2025. 496 funds tracked by Wall St. Rank hold PRI as of Q3 2025.

  • Horizon Investments reported no remaining Primerica position as of Q3 2025 after selling out during the quarter.
  • Horizon Investments sold 9 Primerica shares in Q3 2025, an estimated $2.46K.
  • Horizon Investments first reported a position in Primerica in Q1 2023 and held it in 9 quarters.
  • Horizon Investments's Primerica position peaked at $2.56K in Q1 2025.
  • 496 funds tracked by Wall St. Rank held Primerica as of Q3 2025.

Based on Horizon Investments's 13F filing for Q3 2025, filed 14 Nov 2025.