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Martingale Asset Management’s Primerica PRI Stock Holding History

Martingale Asset Management’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
-940
Closed -$257K – 825
2025
Q2 		$257K Hold
940
– – 0.01% 727
2025
Q1 		$267K Hold
940
– – 0.01% 697
2024
Q4 		$255K Buy
+940
New +$266K 0.01% 713

Other funds holding PRI

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BAMCO Inc
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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

Martingale Asset Management's PRI Position: Q3 2025 in Review

Martingale Asset Management sold out of Primerica (PRI) in Q3 2025, closing a stake of 940 shares — an estimated $257K sold.

Martingale Asset Management first reported a position in PRI in Q4 2024 and held it in 3 quarters. The position peaked at $267K in Q1 2025. 496 funds tracked by Wall St. Rank hold PRI as of Q3 2025.

  • Martingale Asset Management reported no remaining Primerica position as of Q3 2025 after selling out during the quarter.
  • Martingale Asset Management sold 940 Primerica shares in Q3 2025, an estimated $257K.
  • Martingale Asset Management first reported a position in Primerica in Q4 2024 and held it in 3 quarters.
  • Martingale Asset Management's Primerica position peaked at $267K in Q1 2025.
  • 496 funds tracked by Wall St. Rank held Primerica as of Q3 2025.

Based on Martingale Asset Management's 13F filing for Q3 2025, filed 13 Nov 2025.