Taika Capital’s Primerica PRI Stock Holding History

Taika Capital’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	-1,285	Closed	-$349K	–	57
2024 Q4	$349K	Buy	+1,285	New	+$364K	0.27%	79

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

Taika Capital's PRI Position: Q1 2025 in Review

Taika Capital sold out of Primerica (PRI) in Q1 2025, closing a stake of 1,285 shares — an estimated $349K sold.

Taika Capital first reported a position in PRI in Q4 2024 and held it in 1 quarter. The position peaked at $349K in Q4 2024. 509 funds tracked by Wall St. Rank hold PRI as of Q1 2025.

Taika Capital reported no remaining Primerica position as of Q1 2025 after selling out during the quarter.
Taika Capital sold 1,285 Primerica shares in Q1 2025, an estimated $349K.
Taika Capital first reported a position in Primerica in Q4 2024 and held it in 1 quarter.
Taika Capital's Primerica position peaked at $349K in Q4 2024.
509 funds tracked by Wall St. Rank held Primerica as of Q1 2025.

Based on Taika Capital's 13F filing for Q1 2025.