PRI β€” PRIMERICA INC

Ownership history in Mayfair Advisory Group, LLC  Β·  10 quarters on record

AI Ownership Summary

Mayfair Advisory Group, LLC reported PRIMERICA INC (PRI) in 10 quarterly 13F filings from 2023 Q3 through 2025 Q3. Peak portfolio weight reached 0.2% in 2023 Q3. The latest visible filing shows PRI at 0.13% 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 Mayfair Advisory Group, 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 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.2% in 2023 Q3

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

Time in book
Holding Window
2023 Q3 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 Mayfair Advisory Group, LLC held PRI β€” position size vs. price
% of Fund (quarterly)    PRI price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 1,058 β€” 0% 0.13% $294K 2025-10-21 $264.51
2025 Q2 ADDED 1,058 +6 +0.6% 0.13% $273K 2025-08-13 $260.71
2025 Q1 ADDED 1,052 +77 +7.9% 0.17% $299K 2025-04-18 $250.42
2024 Q4 REDUCED 975 -16 -1.6% 0.16% $265K 2025-01-14 $276.95
2024 Q3 UNCHANGED 991 β€” 0% 0.17% $272K 2024-10-23 $270.77
2024 Q2 UNCHANGED 991 β€” 0% 0.16% $240K 2024-07-22 $243.36
2024 Q1 REDUCED 991 -33 -3.2% 0.18% $251K 2024-04-18 $203.90
2023 Q4 REDUCED 1,024 -9 -0.9% 0.18% $213K 2024-01-19 $219.24
2023 Q3 REDUCED 1,033 -30 -2.8% 0.20% $207K 2023-10-24 $190.91
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Mayfair Advisory Group, 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 Mayfair Advisory Group, LLC reported owning PRI?

Mayfair Advisory Group, LLC reported PRI across 9 quarterly 13F filings, from 2023 Q3 through 2025 Q3.

What was the largest reported PRI position in Mayfair Advisory Group, LLC's portfolio?

The largest reported portfolio weight for PRI was 0.20% in 2023 Q3.

What is the latest reported PRI position on this page?

The most recent filing on this page is 2025 Q3, when Mayfair Advisory Group, LLC reported 1,058 shares, equal to 0.13% of portfolio, with an estimated market value of $294K.

What does the chart on this PRI ownership page compare?

The chart compares Mayfair Advisory Group, 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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