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Sherbrooke Park Advisers’s Primerica PRI Stock Holding History

Sherbrooke Park Advisers’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
-1,788
Closed -$489K – 680
2025
Q2 		$489K Buy
+1,788
New +$474K 0.21% 179
2025
Q1 		– Sell
-1,488
Closed -$404K – 864
2024
Q4 		$404K Buy
+1,488
New +$422K 0.13% 287

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Sherbrooke Park Advisers's PRI Position: Q3 2025 in Review

Sherbrooke Park Advisers sold out of Primerica (PRI) in Q3 2025, closing a stake of 1,788 shares — an estimated $489K sold.

Sherbrooke Park Advisers first reported a position in PRI in Q4 2024 and held it in 2 quarters. The position peaked at $489K in Q2 2025. 496 funds tracked by Wall St. Rank hold PRI as of Q3 2025.

  • Sherbrooke Park Advisers reported no remaining Primerica position as of Q3 2025 after selling out during the quarter.
  • Sherbrooke Park Advisers sold 1,788 Primerica shares in Q3 2025, an estimated $489K.
  • Sherbrooke Park Advisers first reported a position in Primerica in Q4 2024 and held it in 2 quarters.
  • Sherbrooke Park Advisers's Primerica position peaked at $489K in Q2 2025.
  • 496 funds tracked by Wall St. Rank held Primerica as of Q3 2025.

Based on Sherbrooke Park Advisers's 13F filing for Q3 2025, filed 14 Nov 2025.