Klingman & Associates »

Primerica shares owned by Klingman & Associates

Quarter-by-quarter ownership of Primerica (PRI) shares owned by Klingman & Associates from 13F filings

Historical chart of Klingman & Associates investment in Primerica

Tip: Access up to 7 years of quarterly data

All positions including Primerica held by Klingman & Associates consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Primerica by Klingman & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $268k 964 277.59
2025-06-30 $362k 1.3k 273.67

More positions owned by Klingman & Associates

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Apple (AAPL)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Ibonds Dec 29 (IBDU)
Ishares Tr Ibonds Dec 2030 (IBDV)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)

View all positions for Klingman & Associates

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
Fiduciary Management
Dimensional Fund Advisors
Lyrical Asset Management
First Trust Advisors
Agf Management
AQR Capital Management

View all funds holding Primerica