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Klingman & Associates’s Primerica PRI Stock Holding History

Klingman & Associates’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
-964
Closed -$268K – 336
2025
Q3 		$268K Sell
964
-358
-27% -$96.1K 0.01% 276
2025
Q2 		$362K Buy
+1,322
New +$350K 0.02% 219

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 $3.38T AUM 44.17% 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

Klingman & Associates's PRI Position: Q4 2025 in Review

Klingman & Associates sold out of Primerica (PRI) in Q4 2025, closing a stake of 964 shares — an estimated $268K sold.

Klingman & Associates first reported a position in PRI in Q2 2025 and held it in 2 quarters. The position peaked at $362K in Q2 2025. 514 funds tracked by Wall St. Rank hold PRI as of Q4 2025.

  • Klingman & Associates reported no remaining Primerica position as of Q4 2025 after selling out during the quarter.
  • Klingman & Associates sold 964 Primerica shares in Q4 2025, an estimated $268K.
  • Klingman & Associates first reported a position in Primerica in Q2 2025 and held it in 2 quarters.
  • Klingman & Associates's Primerica position peaked at $362K in Q2 2025.
  • 514 funds tracked by Wall St. Rank held Primerica as of Q4 2025.

Based on Klingman & Associates's 13F filing for Q4 2025, filed 29 Jan 2026.