NewSquare Capital’s Primerica PRI Stock Holding History

NewSquare 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	-3	Closed	-$821	–	957
2025 Q2	$821	Sell	3 -6	-67%	-$1.59K	﹤0.01%	1078
2025 Q1	$2.56K	Buy	9 +7	+350%	+$1.99K	﹤0.01%	813
2024 Q4	$543	Buy	+2	New	+$567	﹤0.01%	706
2016 Q4	–	Sell	-55	Closed	-$3K	–	417
2016 Q3	$3K	Buy	+55	New	+$3.04K	﹤0.01%	405

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

NewSquare Capital's PRI Position: Q3 2025 in Review

NewSquare Capital sold out of Primerica (PRI) in Q3 2025, closing a stake of 3 shares — an estimated $821 sold.

NewSquare Capital first reported a position in PRI in Q3 2016 and held it in 4 quarters. The position peaked at $3K in Q3 2016. 496 funds tracked by Wall St. Rank hold PRI as of Q3 2025.

NewSquare Capital reported no remaining Primerica position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 3 Primerica shares in Q3 2025, an estimated $821.
NewSquare Capital first reported a position in Primerica in Q3 2016 and held it in 4 quarters.
NewSquare Capital's Primerica position peaked at $3K in Q3 2016.
496 funds tracked by Wall St. Rank held Primerica as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.