Machina Capital’s Primerica PRI Stock Holding History

Machina Capital’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	-1,231	Closed	-$337K	–	413
2025 Q2	$337K	Sell	1,231 -313	-20%	-$83K	0.07%	251
2025 Q1	$439K	Buy	+1,544	New	+$440K	0.13%	207
2023 Q2	–	Sell	-410	Closed	-$70.6K	–	467
2023 Q1	$70.6K	Buy	+410	New	+$67.2K	0.06%	295
2020 Q1	–	Sell	-1,672	Closed	-$218K	–	229
2019 Q4	$218K	Buy	+1,672	New	+$216K	0.09%	308

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

Machina Capital's PRI Position: Q3 2025 in Review

Machina Capital sold out of Primerica (PRI) in Q3 2025, closing a stake of 1,231 shares — an estimated $337K sold.

Machina Capital first reported a position in PRI in Q4 2019 and held it in 4 quarters. The position peaked at $439K in Q1 2025. 496 funds tracked by Wall St. Rank hold PRI as of Q3 2025.

Machina Capital reported no remaining Primerica position as of Q3 2025 after selling out during the quarter.
Machina Capital sold 1,231 Primerica shares in Q3 2025, an estimated $337K.
Machina Capital first reported a position in Primerica in Q4 2019 and held it in 4 quarters.
Machina Capital's Primerica position peaked at $439K in Q1 2025.
496 funds tracked by Wall St. Rank held Primerica as of Q3 2025.

Based on Machina Capital's 13F filing for Q3 2025, filed 5 Nov 2025.