BOLTON SECURITIES CORPORATION’s Primerica PRI Stock Holding History

BOLTON SECURITIES CORPORATION’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	$2.57M	Buy	+9,020	New	+$2.57M	0.15%	173

Other funds holding PRI

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

BWA

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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's PRI Position: Q1 2025 in Review

BOLTON SECURITIES CORPORATION opened a new position in Primerica (PRI) in Q1 2025: 9,020 shares worth $2.57M. The stake represents 0.15% of the portfolio and ranks #173 among its holdings.

513 funds tracked by Wall St. Rank hold PRI as of Q1 2025.

BOLTON SECURITIES CORPORATION held 9,020 shares of Primerica worth $2.57M as of Q1 2025.
Primerica was a new BOLTON SECURITIES CORPORATION position in Q1 2025.
Primerica made up 0.15% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2025, its #173 holding.
513 funds tracked by Wall St. Rank held Primerica as of Q1 2025.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2025, filed 12 Nov 2026.