QSV Equity Investors’s Primerica PRI Stock Holding History

QSV Equity Investors’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	$1.34M	Sell	5,192 -2,234	-30%	-$583K	1.98%	7
2025 Q3	$2.06M	Sell	7,426 -117	-2%	-$31.4K	2.11%	6
2025 Q2	$2.06M	Sell	7,543 -32	-0.4%	-$8.48K	2.15%	9
2025 Q1	$2.16M	Sell	7,575 -15	-0.2%	-$4.27K	2.23%	6
2024 Q4	$2.06M	Buy	7,590 +34	+0.4%	+$9.64K	1.98%	12
2024 Q3	$2M	Hold	7,556	–	–	1.88%	13
2024 Q2	$1.79M	Sell	7,556 -283	-4%	-$64.2K	1.87%	14
2024 Q1	$1.98M	Buy	7,839 +72	+0.9%	+$17K	1.91%	10
2023 Q4	$1.6M	Buy	+7,767	New	+$1.59M	1.55%	28

Other funds holding PRI

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

QSV Equity Investors's PRI Position: Q4 2025 in Review

QSV Equity Investors reduced its Primerica (PRI) stake by 30% in Q4 2025, selling an estimated $583K and leaving 5,192 shares worth $1.34M. The position accounts for 1.98% of the portfolio, ranked #7.

QSV Equity Investors first reported a position in PRI in Q4 2023 and has held it in 9 quarters since. The position peaked at $2.16M in Q1 2025. 514 funds tracked by Wall St. Rank hold PRI as of Q4 2025.

QSV Equity Investors held 5,192 shares of Primerica worth $1.34M as of Q4 2025.
QSV Equity Investors sold 2,234 Primerica shares in Q4 2025, an estimated $583K.
Primerica made up 1.98% of QSV Equity Investors's portfolio in Q4 2025, its #7 holding.
QSV Equity Investors first reported a position in Primerica in Q4 2023 and has held it in 9 quarters since.
QSV Equity Investors's Primerica position peaked at $2.16M in Q1 2025.
514 funds tracked by Wall St. Rank held Primerica as of Q4 2025.

Based on QSV Equity Investors's 13F filing for Q4 2025, filed 12 Feb 2026.