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Primerica shares owned by Comprehensive Portfolio Management

Quarter-by-quarter ownership of Primerica (PRI) shares owned by Comprehensive Portfolio Management from 13F filings

Historical chart of Comprehensive Portfolio Management investment in Primerica

Tip: Access up to 7 years of quarterly data

All positions including Primerica held by Comprehensive Portfolio Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Primerica by Comprehensive Portfolio Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.3M 17k 258.36
2025-09-30 $4.8M 17k 277.59
2025-06-30 $1.3M 4.8k 273.68
2025-03-31 $673k 2.4k 284.48
2022-09-30 $4.1M 33k 123.44
2022-06-30 $4.0M 33k 119.70

More positions owned by Comprehensive Portfolio Management

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Apple (AAPL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Vanguard Wellington Us Momentum (VFMO)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Ishares Tr Core Msci Eafe (IEFA)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Intl Small Cap V (DISV)

View all positions for Comprehensive Portfolio Management

Top funds holding Primerica

Kayne Anderson Rudnick Investment Management
Vanguard Group
BlackRock
FMR
Bamco
Burgundy Asset Management
State Street Corporation
Geode Capital Management
Brave Warrior Advisors
Dimensional Fund Advisors
Fiduciary Management
Lyrical Asset Management
First Trust Advisors
Agf Management
Invesco

View all funds holding Primerica