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Inspire Advisors’s Primerica PRI Stock Holding History

Inspire Advisors’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
-1,175
Closed -$326K – 624
2025
Q3 		$326K Sell
1,175
-387
-25% -$104K 0.03% 370
2025
Q2 		$427K Buy
1,562
+35
+2% +$9.28K 0.04% 318
2025
Q1 		$435K Buy
+1,527
New +$435K 0.05% 293
2024
Q4 		– Sell
-909
Closed -$241K – 453
2024
Q3 		$241K Sell
909
-132
-13% -$33.3K 0.03% 321
2024
Q2 		$246K Buy
1,041
+127
+14% +$28.8K 0.03% 294
2024
Q1 		$231K Buy
+914
New +$216K 0.03% 293

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

Inspire Advisors's PRI Position: Q4 2025 in Review

Inspire Advisors sold out of Primerica (PRI) in Q4 2025, closing a stake of 1,175 shares — an estimated $326K sold.

Inspire Advisors first reported a position in PRI in Q1 2024 and held it in 6 quarters. The position peaked at $435K in Q1 2025. 514 funds tracked by Wall St. Rank hold PRI as of Q4 2025.

  • Inspire Advisors reported no remaining Primerica position as of Q4 2025 after selling out during the quarter.
  • Inspire Advisors sold 1,175 Primerica shares in Q4 2025, an estimated $326K.
  • Inspire Advisors first reported a position in Primerica in Q1 2024 and held it in 6 quarters.
  • Inspire Advisors's Primerica position peaked at $435K in Q1 2025.
  • 514 funds tracked by Wall St. Rank held Primerica as of Q4 2025.

Based on Inspire Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.