Ontario Teachers' Pension Plan Board’s Primerica PRI Stock Holding History

Ontario Teachers' Pension Plan Board’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 Q1	–	Sell	-1,003	Closed	-$272K	–	456
2024 Q4	$272K	Buy	+1,003	New	+$284K	﹤0.01%	403
2021 Q3	–	Sell	-1,882	Closed	-$288K	–	508
2021 Q2	$288K	Sell	1,882 -8,229	-81%	-$1.3M	﹤0.01%	373
2021 Q1	$1.5M	Sell	10,111 -4,482	-31%	-$643K	0.02%	83
2020 Q4	$1.95M	Buy	+14,593	New	+$1.83M	0.02%	82
2019 Q4	–	Sell	-10,550	Closed	-$1.34M	–	587
2019 Q3	$1.34M	Buy	+10,550	New	+$1.27M	0.02%	371
2018 Q4	–	Sell	-29,828	Closed	-$3.6M	–	608
2018 Q3	$3.6M	Buy	+29,828	New	+$3.46M	0.05%	231

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

BWA

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Ontario Teachers' Pension Plan Board's PRI Position: Q1 2025 in Review

Ontario Teachers' Pension Plan Board sold out of Primerica (PRI) in Q1 2025, closing a stake of 1,003 shares — an estimated $272K sold.

Ontario Teachers' Pension Plan Board first reported a position in PRI in Q3 2018 and held it in 6 quarters. The position peaked at $3.6M in Q3 2018. 509 funds tracked by Wall St. Rank hold PRI as of Q1 2025.

Ontario Teachers' Pension Plan Board reported no remaining Primerica position as of Q1 2025 after selling out during the quarter.
Ontario Teachers' Pension Plan Board sold 1,003 Primerica shares in Q1 2025, an estimated $272K.
Ontario Teachers' Pension Plan Board first reported a position in Primerica in Q3 2018 and held it in 6 quarters.
Ontario Teachers' Pension Plan Board's Primerica position peaked at $3.6M in Q3 2018.
509 funds tracked by Wall St. Rank held Primerica as of Q1 2025.

Based on Ontario Teachers' Pension Plan Board's 13F filing for Q1 2025, filed 9 May 2025.