Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Primerica PRI Stock Holding History

Kovitz Investment Group Partners’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
-1,272
Closed -$353K – 1103
2025
Q3 		$353K Buy
+1,272
New +$341K ﹤0.01% 1142

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BWA
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Dimensional Fund Advisors
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Kovitz Investment Group Partners's PRI Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Primerica (PRI) in Q4 2025, closing a stake of 1,272 shares — an estimated $353K sold.

Kovitz Investment Group Partners first reported a position in PRI in Q3 2025 and held it in 1 quarter. The position peaked at $353K in Q3 2025. 513 funds tracked by Wall St. Rank hold PRI as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Primerica position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 1,272 Primerica shares in Q4 2025, an estimated $353K.
  • Kovitz Investment Group Partners first reported a position in Primerica in Q3 2025 and held it in 1 quarter.
  • Kovitz Investment Group Partners's Primerica position peaked at $353K in Q3 2025.
  • 513 funds tracked by Wall St. Rank held Primerica as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.