Jacobs Levy Equity Management’s Primerica PRI Stock Holding History

Jacobs Levy Equity 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	–	Sell	-2,189	Closed	-$599K	–	1085
2025 Q2	$599K	Buy	+2,189	New	+$580K	﹤0.01%	854
2022 Q2	–	Sell	-10,406	Closed	-$1.42M	–	1071
2022 Q1	$1.42M	Buy	+10,406	New	+$1.48M	0.01%	697
2019 Q4	–	Sell	-55,025	Closed	-$7M	–	1055
2019 Q3	$7M	Sell	55,025 -28,160	-34%	-$3.4M	0.09%	277
2019 Q2	$9.98M	Buy	83,185 +850	+1%	+$105K	0.14%	192
2019 Q1	$10.1M	Buy	82,335 +2,189	+3%	+$252K	0.15%	184
2018 Q4	$7.83M	Sell	80,146 -740	-0.9%	-$82.3K	0.14%	171
2018 Q3	$9.75M	Sell	80,886 -41,400	-34%	-$4.8M	0.14%	184
2018 Q2	$12.2M	Sell	122,286 -951	-0.8%	-$93.1K	0.19%	148
2018 Q1	$11.9M	Sell	123,237 -3,840	-3%	-$386K	0.2%	155
2017 Q4	$12.9M	Sell	127,077 -21,043	-14%	-$2.01M	0.23%	145
2017 Q3	$12.1M	Buy	148,120 +27,273	+23%	+$2.13M	0.23%	143
2017 Q2	$9.15M	Buy	+120,847	New	+$9.48M	0.2%	160

Other funds holding PRI

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Jacobs Levy Equity Management's PRI Position: Q3 2025 in Review

Jacobs Levy Equity Management sold out of Primerica (PRI) in Q3 2025, closing a stake of 2,189 shares — an estimated $599K sold.

Jacobs Levy Equity Management first reported a position in PRI in Q2 2017 and held it in 12 quarters. The position peaked at $12.9M in Q4 2017. 496 funds tracked by Wall St. Rank hold PRI as of Q3 2025.

Jacobs Levy Equity Management reported no remaining Primerica position as of Q3 2025 after selling out during the quarter.
Jacobs Levy Equity Management sold 2,189 Primerica shares in Q3 2025, an estimated $599K.
Jacobs Levy Equity Management first reported a position in Primerica in Q2 2017 and held it in 12 quarters.
Jacobs Levy Equity Management's Primerica position peaked at $12.9M in Q4 2017.
496 funds tracked by Wall St. Rank held Primerica as of Q3 2025.

Based on Jacobs Levy Equity Management's 13F filing for Q3 2025, filed 17 Nov 2025.