PRI β€” PRIMERICA INC

Ownership history in AE Wealth Management LLC  Β·  3 quarters on record

AI Ownership Summary

AE Wealth Management LLC reported PRIMERICA INC (PRI) in 3 quarterly 13F filings from 2025 Q1 through 2025 Q3. The latest visible filing shows PRI at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PRI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was AE Wealth Management LLC's position in PRIMERICA INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

PRI was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How AE Wealth Management LLC held PRI β€” position size vs. price
% of Fund (quarterly)    PRI price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 811 +9 +1.1% 0.00% $225K 2025-11-03 $259.19
2025 Q2 ADDED 802 +5 +0.6% 0.00% $220K 2025-08-06 $263.84
2025 Q1 INITIATED 797 β€” β€” 0.00% $227K 2025-05-06 $259.35

FAQ About AE Wealth Management LLC and PRI

These are the practical questions this page is built to answer before you even open the full history table.

How long has AE Wealth Management LLC reported owning PRI?

AE Wealth Management LLC reported PRI across 3 quarterly 13F filings, from 2025 Q1 through 2025 Q3.

What was the largest reported PRI position in AE Wealth Management LLC's portfolio?

The largest reported portfolio weight for PRI was 0.00% in 2025 Q1.

What is the latest reported PRI position on this page?

The most recent filing on this page is 2025 Q3, when AE Wealth Management LLC reported 811 shares, equal to 0.00% of portfolio, with an estimated market value of $225K.

What does the chart on this PRI ownership page compare?

The chart compares AE Wealth Management LLC's quarterly PRI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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