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PRI icon

InceptionR’s Primerica PRI Stock Holding History

InceptionR’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
-2,031
Closed -$556K – 891
2025
Q2 		$556K Buy
2,031
+727
+56% +$193K 0.13% 288
2025
Q1 		$371K Buy
+1,304
New +$372K 0.11% 339
2024
Q4 		– Sell
-3,295
Closed -$874K – 824
2024
Q3 		$874K Buy
3,295
+2,053
+165% +$518K 0.21% 167
2024
Q2 		$294K Buy
+1,242
New +$282K 0.08% 420
2023
Q4 		– Sell
-1,041
Closed -$202K – 497
2023
Q3 		$202K Buy
+1,041
New +$213K 0.11% 348
2023
Q2 		– Sell
-3,681
Closed -$634K – 586
2023
Q1 		$634K Buy
+3,681
New +$603K 0.2% 190

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

InceptionR's PRI Position: Q3 2025 in Review

InceptionR sold out of Primerica (PRI) in Q3 2025, closing a stake of 2,031 shares — an estimated $556K sold.

InceptionR first reported a position in PRI in Q1 2023 and held it in 6 quarters. The position peaked at $874K in Q3 2024. 496 funds tracked by Wall St. Rank hold PRI as of Q3 2025.

  • InceptionR reported no remaining Primerica position as of Q3 2025 after selling out during the quarter.
  • InceptionR sold 2,031 Primerica shares in Q3 2025, an estimated $556K.
  • InceptionR first reported a position in Primerica in Q1 2023 and held it in 6 quarters.
  • InceptionR's Primerica position peaked at $874K in Q3 2024.
  • 496 funds tracked by Wall St. Rank held Primerica as of Q3 2025.

Based on InceptionR's 13F filing for Q3 2025, filed 13 Nov 2025.