R Squared’s Primerica PRI Stock Holding History

R Squared’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	-2,438	Closed	-$667K	–	674
2025 Q2	$667K	Buy	2,438 +1,058	+77%	+$280K	0.37%	68
2025 Q1	$393K	Sell	1,380 -260	-16%	-$74.1K	0.42%	73
2024 Q4	$445K	Buy	+1,640	New	+$465K	0.43%	31

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

R Squared's PRI Position: Q3 2025 in Review

R Squared sold out of Primerica (PRI) in Q3 2025, closing a stake of 2,438 shares — an estimated $667K sold.

R Squared first reported a position in PRI in Q4 2024 and held it in 3 quarters. The position peaked at $667K in Q2 2025. 496 funds tracked by Wall St. Rank hold PRI as of Q3 2025.

R Squared reported no remaining Primerica position as of Q3 2025 after selling out during the quarter.
R Squared sold 2,438 Primerica shares in Q3 2025, an estimated $667K.
R Squared first reported a position in Primerica in Q4 2024 and held it in 3 quarters.
R Squared's Primerica position peaked at $667K in Q2 2025.
496 funds tracked by Wall St. Rank held Primerica as of Q3 2025.

Based on R Squared's 13F filing for Q3 2025, filed 12 Nov 2025.