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Prelude Capital Management’s Primerica PRI Stock Holding History

Prelude Capital 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
-899
Closed -$246K – 1326
2025
Q2 		$246K Sell
899
-89
-9% -$23.6K 0.02% 703
2025
Q1 		$281K Buy
+988
New +$282K 0.02% 732
2020
Q4 		– Sell
-1,627
Closed -$184K – 1833
2020
Q3 		$184K Buy
+1,627
New +$198K 0.01% 711
2018
Q2 		– Sell
-119
Closed -$11K – 1881
2018
Q1 		$11K Buy
+119
New +$12K ﹤0.01% 1350

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

Prelude Capital Management's PRI Position: Q3 2025 in Review

Prelude Capital Management sold out of Primerica (PRI) in Q3 2025, closing a stake of 899 shares — an estimated $246K sold.

Prelude Capital Management first reported a position in PRI in Q1 2018 and held it in 4 quarters. The position peaked at $281K in Q1 2025. 496 funds tracked by Wall St. Rank hold PRI as of Q3 2025.

  • Prelude Capital Management reported no remaining Primerica position as of Q3 2025 after selling out during the quarter.
  • Prelude Capital Management sold 899 Primerica shares in Q3 2025, an estimated $246K.
  • Prelude Capital Management first reported a position in Primerica in Q1 2018 and held it in 4 quarters.
  • Prelude Capital Management's Primerica position peaked at $281K in Q1 2025.
  • 496 funds tracked by Wall St. Rank held Primerica as of Q3 2025.

Based on Prelude Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.