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NDVR Inc’s Primerica PRI Stock Holding History

NDVR Inc’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
-1,075
Closed -$298K – 141
2025
Q3 		$298K Sell
1,075
-23
-2% -$6.17K 0.25% 62
2025
Q2 		$300K Buy
1,098
+14
+1% +$3.71K 0.28% 57
2025
Q1 		$308K Sell
1,084
-51
-4% -$14.5K 0.31% 47
2024
Q4 		$308K Buy
1,135
+70
+7% +$19.8K 0.29% 48
2024
Q3 		$280K Hold
1,065
– – 0.29% 48
2024
Q2 		$252K Sell
1,065
-101
-9% -$22.9K 0.26% 54
2024
Q1 		$295K Buy
1,166
+87
+8% +$20.6K 0.28% 44
2023
Q4 		$222K Buy
+1,079
New +$221K 0.27% 51

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 $34B AUM 6.31% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

NDVR Inc's PRI Position: Q4 2025 in Review

NDVR Inc sold out of Primerica (PRI) in Q4 2025, closing a stake of 1,075 shares — an estimated $298K sold.

NDVR Inc first reported a position in PRI in Q4 2023 and held it in 8 quarters. The position peaked at $308K in Q1 2025. 511 funds tracked by Wall St. Rank hold PRI as of Q4 2025.

  • NDVR Inc reported no remaining Primerica position as of Q4 2025 after selling out during the quarter.
  • NDVR Inc sold 1,075 Primerica shares in Q4 2025, an estimated $298K.
  • NDVR Inc first reported a position in Primerica in Q4 2023 and held it in 8 quarters.
  • NDVR Inc's Primerica position peaked at $308K in Q1 2025.
  • 511 funds tracked by Wall St. Rank held Primerica as of Q4 2025.

Based on NDVR Inc's 13F filing for Q4 2025, filed 12 Feb 2026.