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Webster Bank’s Primerica PRI Stock Holding History

Webster Bank’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
-92
Closed -$25K – 593
2024
Q4 		$25K Hold
92
– – ﹤0.01% 420
2024
Q3 		$24.4K Hold
92
– – ﹤0.01% 417
2024
Q2 		$21.8K Hold
92
– – ﹤0.01% 421
2024
Q1 		$23.3K Hold
92
– – ﹤0.01% 416
2023
Q4 		$18.9K Hold
92
– – ﹤0.01% 433
2023
Q3 		$17.8K Hold
92
– – ﹤0.01% 413
2023
Q2 		$18.2K Hold
92
– – ﹤0.01% 408
2023
Q1 		$15.8K Hold
92
– – ﹤0.01% 437
2022
Q4 		$13K Hold
92
– – ﹤0.01% 441
2022
Q3 		$11K Hold
92
– – ﹤0.01% 447
2022
Q2 		$11K Hold
92
– – ﹤0.01% 446
2022
Q1 		$13K Hold
92
– – ﹤0.01% 463
2021
Q4 		$14K Buy
+92
New +$14.6K ﹤0.01% 465

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 $5.72T AUM 30.48% 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 $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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Webster Bank's PRI Position: Q1 2025 in Review

Webster Bank sold out of Primerica (PRI) in Q1 2025, closing a stake of 92 shares — an estimated $25K sold.

Webster Bank first reported a position in PRI in Q4 2021 and held it in 13 quarters. The position peaked at $25K in Q4 2024. 509 funds tracked by Wall St. Rank hold PRI as of Q1 2025.

  • Webster Bank reported no remaining Primerica position as of Q1 2025 after selling out during the quarter.
  • Webster Bank sold 92 Primerica shares in Q1 2025, an estimated $25K.
  • Webster Bank first reported a position in Primerica in Q4 2021 and held it in 13 quarters.
  • Webster Bank's Primerica position peaked at $25K in Q4 2024.
  • 509 funds tracked by Wall St. Rank held Primerica as of Q1 2025.

Based on Webster Bank's 13F filing for Q1 2025, filed 4 Apr 2025.