Jain Global’s Primerica PRI Stock Holding History

Jain Global’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	-1,213	Closed	-$332K	–	1395
2025 Q2	$332K	Buy	+1,213	New	+$322K	﹤0.01%	871
2025 Q1	–	Sell	-1,547	Closed	-$420K	–	1289
2024 Q4	$420K	Buy	+1,547	New	+$439K	0.01%	486

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

Jain Global's PRI Position: Q3 2025 in Review

Jain Global sold out of Primerica (PRI) in Q3 2025, closing a stake of 1,213 shares — an estimated $332K sold.

Jain Global first reported a position in PRI in Q4 2024 and held it in 2 quarters. The position peaked at $420K in Q4 2024. 496 funds tracked by Wall St. Rank hold PRI as of Q3 2025.

Jain Global reported no remaining Primerica position as of Q3 2025 after selling out during the quarter.
Jain Global sold 1,213 Primerica shares in Q3 2025, an estimated $332K.
Jain Global first reported a position in Primerica in Q4 2024 and held it in 2 quarters.
Jain Global's Primerica position peaked at $420K in Q4 2024.
496 funds tracked by Wall St. Rank held Primerica as of Q3 2025.

Based on Jain Global's 13F filing for Q3 2025, filed 14 Nov 2025.