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Inspire Investing’s Primerica PRI Stock Holding History

Inspire Investing’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
Q2 		– Sell
-2,700
Closed -$768K – 860
2025
Q1 		$768K Buy
+2,700
New +$769K 0.09% 214
2024
Q3 		– Sell
-1,483
Closed -$351K – 883
2024
Q2 		$351K Buy
1,483
+76
+5% +$17.2K 0.04% 625
2024
Q1 		$356K Sell
1,407
-460
-25% -$109K 0.04% 739
2023
Q4 		$384K Buy
1,867
+290
+18% +$59.3K 0.04% 535
2023
Q3 		$306K Sell
1,577
-3,025
-66% -$619K 0.04% 669
2023
Q2 		$910K Sell
4,602
-97
-2% -$17.8K 0.11% 221
2023
Q1 		$809K Buy
4,699
+3,038
+183% +$498K 0.1% 167
2022
Q4 		$236K Sell
1,661
-6
-0.4% -$836 0.03% 548
2022
Q3 		$206K Sell
1,667
-101
-6% -$12.8K 0.03% 651
2022
Q2 		$212K Buy
1,768
+59
+3% +$7.42K 0.03% 567
2022
Q1 		$234K Buy
1,709
+76
+5% +$10.8K 0.03% 710
2021
Q4 		$250K Buy
1,633
+115
+8% +$18.2K 0.03% 463
2021
Q3 		$233K Buy
+1,518
New +$226K 0.03% 536
2018
Q1 		– Sell
-552
Closed -$56K – 571
2017
Q4 		$56K Buy
+552
New +$52.6K 0.05% 567

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
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Inspire Investing's PRI Position: Q2 2025 in Review

Inspire Investing sold out of Primerica (PRI) in Q2 2025, closing a stake of 2,700 shares — an estimated $768K sold.

Inspire Investing first reported a position in PRI in Q4 2017 and held it in 14 quarters. The position peaked at $910K in Q2 2023. 517 funds tracked by Wall St. Rank hold PRI as of Q2 2025.

  • Inspire Investing reported no remaining Primerica position as of Q2 2025 after selling out during the quarter.
  • Inspire Investing sold 2,700 Primerica shares in Q2 2025, an estimated $768K.
  • Inspire Investing first reported a position in Primerica in Q4 2017 and held it in 14 quarters.
  • Inspire Investing's Primerica position peaked at $910K in Q2 2023.
  • 517 funds tracked by Wall St. Rank held Primerica as of Q2 2025.

Based on Inspire Investing's 13F filing for Q2 2025, filed 24 Jul 2025.