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Weiss Asset Management’s Primerica PRI Stock Holding History

Weiss Asset Management’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
-42,089
Closed -$11.4M – 608
2024
Q4 		$11.4M Buy
+42,089
New +$11.9M 0.21% 109
2022
Q2 		– Sell
-20,099
Closed -$2.75M – 770
2022
Q1 		$2.75M Buy
+20,099
New +$2.85M 0.06% 383

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

Weiss Asset Management's PRI Position: Q1 2025 in Review

Weiss Asset Management sold out of Primerica (PRI) in Q1 2025, closing a stake of 42,089 shares — an estimated $11.4M sold.

Weiss Asset Management first reported a position in PRI in Q1 2022 and held it in 2 quarters. The position peaked at $11.4M in Q4 2024. 509 funds tracked by Wall St. Rank hold PRI as of Q1 2025.

  • Weiss Asset Management reported no remaining Primerica position as of Q1 2025 after selling out during the quarter.
  • Weiss Asset Management sold 42,089 Primerica shares in Q1 2025, an estimated $11.4M.
  • Weiss Asset Management first reported a position in Primerica in Q1 2022 and held it in 2 quarters.
  • Weiss Asset Management's Primerica position peaked at $11.4M in Q4 2024.
  • 509 funds tracked by Wall St. Rank held Primerica as of Q1 2025.

Based on Weiss Asset Management's 13F filing for Q1 2025, filed 15 May 2025.