PRI PRIMERICA INC. COM

Ownership history in BAMCO INC /NY/  ·  63 quarters on record

AI Ownership Summary

BAMCO INC /NY/ reported PRIMERICA INC. COM (PRI) in 63 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.34% in 2025 Q1. The latest visible filing shows PRI at 0.79% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PRI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BAMCO INC /NY/'s position in PRIMERICA INC. COM, 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 Q4

PRI was reported at 0.79% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.34% 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
2023 Q4 to 2025 Q4

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 BAMCO INC /NY/ held PRI — position size vs. price
% of Fund (quarterly)    PRI price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 1,132,544 -275,697 -19.6% 0.79% $292.6M 2026-02-14 (Est.) $249.74
2025 Q3 REDUCED 1,408,241 -180,633 -11.4% 1.04% $390.9M 2025-11-14 $251.88
2025 Q2 REDUCED 1,588,874 -15,056 -0.9% 1.18% $434.8M 2025-08-14 $259.57
2025 Q1 REDUCED 1,603,930 -51,617 -3.1% 1.34% $456.4M 2025-05-15 $271.73
2024 Q4 REDUCED 1,655,547 -56,464 -3.3% 1.16% $449.3M 2025-02-14 $275.59
2024 Q3 REDUCED 1,712,011 -131,301 -7.1% 1.20% $453.9M 2024-11-14 $290.03
2024 Q2 REDUCED 1,843,312 -61,166 -3.2% 1.25% $436.1M 2024-08-14 $249.77
2024 Q1 REDUCED 1,904,478 -4,370 -0.2% 1.28% $481.8M 2024-05-15 $219.09
2023 Q4 REDUCED 1,908,848 -16,803 -0.9% 1.05% $392.8M 2024-02-14 $231.85
54 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About BAMCO INC /NY/ and PRI

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

How long has BAMCO INC /NY/ reported owning PRI?

BAMCO INC /NY/ reported PRI across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported PRI position in BAMCO INC /NY/'s portfolio?

The largest reported portfolio weight for PRI was 1.34% in 2025 Q1.

What is the latest reported PRI position on this page?

The most recent filing on this page is 2025 Q4, when BAMCO INC /NY/ reported 1,132,544 shares, equal to 0.79% of portfolio, with an estimated market value of $292.6M.

What does the chart on this PRI ownership page compare?

The chart compares BAMCO INC /NY/'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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