Meritage Group’s Perimeter Group Inc. PRM Stock Holding History

Meritage Group’s Portfolio PRM Stock Details PRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-3,916,272	Closed	-$50M	–	22
2024 Q4	$50M	Sell	3,916,272 -4,083,728	-51%	-$53.3M	1.19%	19
2024 Q3	$108M	Hold	8,000,000	–	–	2.51%	17
2024 Q2	$62.6M	Hold	8,000,000	–	–	1.59%	16
2024 Q1	$59.4M	Hold	8,000,000	–	–	1.4%	17
2023 Q4	$36.8M	Hold	8,000,000	–	–	0.85%	19
2023 Q3	$36.3M	Hold	8,000,000	–	–	0.86%	20
2023 Q2	$49.2M	Hold	8,000,000	–	–	1.37%	16
2023 Q1	$64.6M	Hold	8,000,000	–	–	1.96%	13
2022 Q4	$73.1M	Hold	8,000,000	–	–	2.52%	11
2022 Q3	$64.1M	Hold	8,000,000	–	–	1.92%	13
2022 Q2	$86.7M	Hold	8,000,000	–	–	2.5%	15
2022 Q1	$96.9M	Hold	8,000,000	–	–	1.51%	17
2021 Q4	$111M	Buy	+8,000,000	New	+$101M	1.88%	16

Other funds holding PRM

WPL

WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

East Coast Asset Management Essex, Massachusetts $624M AUM 40.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Meritage Group's PRM Position: Q1 2025 in Review

Meritage Group sold out of Perimeter Group Inc. (PRM) in Q1 2025, closing a stake of 3,916,272 shares — an estimated $50M sold.

Meritage Group first reported a position in PRM in Q4 2021 and held it in 13 quarters. The position peaked at $111M in Q4 2021. 224 funds tracked by Wall St. Rank hold PRM as of Q1 2025.

Meritage Group reported no remaining Perimeter Group Inc. position as of Q1 2025 after selling out during the quarter.
Meritage Group sold 3,916,272 Perimeter Group Inc. shares in Q1 2025, an estimated $50M.
Meritage Group first reported a position in Perimeter Group Inc. in Q4 2021 and held it in 13 quarters.
Meritage Group's Perimeter Group Inc. position peaked at $111M in Q4 2021.
224 funds tracked by Wall St. Rank held Perimeter Group Inc. as of Q1 2025.

Based on Meritage Group's 13F filing for Q1 2025, filed 14 May 2025.