Jefferies Financial Group’s Primerica PRI Stock Holding History

Jefferies Financial Group’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
2026 Q1	–	Sell	-8,861	Closed	-$2.29M	–	2112
2025 Q4	$2.29M	Buy	+8,861	New	+$2.31M	0.01%	756
2025 Q1	–	Sell	-10,761	Closed	-$2.92M	–	1918
2024 Q4	$2.92M	Buy	+10,761	New	+$3.05M	0.02%	536
2024 Q3	–	Sell	-1,461	Closed	-$346K	–	1700
2024 Q2	$346K	Sell	1,461 -6,439	-82%	-$1.46M	﹤0.01%	1076
2024 Q1	$2M	Buy	+7,900	New	+$1.87M	0.02%	596
2023 Q3	–	Sell	-6,457	Closed	-$1.28M	–	1911
2023 Q2	$1.28M	Buy	+6,457	New	+$1.19M	0.01%	825

Other funds holding PRI

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Jefferies Financial Group's PRI Position: Q1 2026 in Review

Jefferies Financial Group sold out of Primerica (PRI) in Q1 2026, closing a stake of 8,861 shares — an estimated $2.29M sold.

Jefferies Financial Group first reported a position in PRI in Q2 2023 and held it in 5 quarters. The position peaked at $2.92M in Q4 2024. 511 funds tracked by Wall St. Rank hold PRI as of Q1 2026.

Jefferies Financial Group reported no remaining Primerica position as of Q1 2026 after selling out during the quarter.
Jefferies Financial Group sold 8,861 Primerica shares in Q1 2026, an estimated $2.29M.
Jefferies Financial Group first reported a position in Primerica in Q2 2023 and held it in 5 quarters.
Jefferies Financial Group's Primerica position peaked at $2.92M in Q4 2024.
511 funds tracked by Wall St. Rank held Primerica as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.