TwinBeech Capital’s Primerica PRI Stock Holding History

TwinBeech 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
2026 Q1	–	Sell	-17,111	Closed	-$4.42M	–	776
2025 Q4	$4.42M	Buy	+17,111	New	+$4.46M	0.31%	98
2025 Q2	–	Sell	-23,148	Closed	-$6.59M	–	920
2025 Q1	$6.59M	Buy	23,148 +10,003	+76%	+$2.85M	0.12%	205
2024 Q4	$3.57M	Sell	13,145 -694	-5%	-$197K	0.06%	270
2024 Q3	$3.67M	Buy	+13,839	New	+$3.5M	0.07%	308
2024 Q2	–	Sell	-4,679	Closed	-$1.18M	–	743
2024 Q1	$1.18M	Sell	4,679 -14,632	-76%	-$3.46M	0.02%	400
2023 Q4	$3.97M	Sell	19,311 -8,933	-32%	-$1.83M	0.06%	308
2023 Q3	$5.48M	Buy	+28,244	New	+$5.78M	0.11%	247
2022 Q1	–	Sell	-6,210	Closed	-$952K	–	705
2021 Q4	$952K	Buy	+6,210	New	+$985K	0.05%	351
2020 Q1	–	Sell	-4,126	Closed	-$539K	–	430
2019 Q4	$539K	Buy	+4,126	New	+$533K	0.16%	203

Other funds holding PRI

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

BWA

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

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

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

TwinBeech Capital's PRI Position: Q1 2026 in Review

TwinBeech Capital sold out of Primerica (PRI) in Q1 2026, closing a stake of 17,111 shares — an estimated $4.42M sold.

TwinBeech Capital first reported a position in PRI in Q4 2019 and held it in 9 quarters. The position peaked at $6.59M in Q1 2025. 510 funds tracked by Wall St. Rank hold PRI as of Q1 2026.

TwinBeech Capital reported no remaining Primerica position as of Q1 2026 after selling out during the quarter.
TwinBeech Capital sold 17,111 Primerica shares in Q1 2026, an estimated $4.42M.
TwinBeech Capital first reported a position in Primerica in Q4 2019 and held it in 9 quarters.
TwinBeech Capital's Primerica position peaked at $6.59M in Q1 2025.
510 funds tracked by Wall St. Rank held Primerica as of Q1 2026.

Based on TwinBeech Capital's 13F filing for Q1 2026, filed 15 May 2026.