Joel Greenblatt's PRI Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 36,764 shares of Primerica, Inc. (PRI) worth $9.5 M, representing 0.03% of the portfolio. First purchased in 2016-Q1, this long-term strategic position has been held for 27 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in PRI, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2025, adding 12,121 shares. Largest reduction occurred in Q2 2016, reducing 4,827 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Primerica (PRI) Holding Value Over Time
Track share changes against reported price movement
Quarterly Primerica (PRI) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +32 | Add 0.09% | 36,764 | $258.36 |
| Q3 2025 | -2,300 | Reduce 5.89% | 36,732 | $277.59 |
| Q2 2025 | +4,034 | Add 11.53% | 39,032 | $273.67 |
| Q1 2025 | +12,121 | Add 52.98% | 34,998 | $284.53 |
| Q4 2024 | +4,445 | Add 24.12% | 22,877 | $271.42 |
| Q3 2024 | +2,358 | Add 14.67% | 18,432 | $265.15 |
| Q2 2024 | -1,207 | Reduce 6.98% | 16,074 | $236.58 |
| Q1 2024 | +3,728 | Add 27.51% | 17,281 | $252.96 |
| Q4 2023 | +1,484 | Add 12.30% | 13,553 | $205.76 |
| Q3 2023 | +3,114 | Add 34.77% | 12,069 | $194.01 |
| Q2 2023 | +6,538 | Add 270.50% | 8,955 | $197.76 |
| Q1 2023 | +2,417 | New Buy | 2,417 | $172.24 |
| Q4 2021 | -2,004 | Sold Out | 0 | $0.00 |
| Q3 2021 | -273 | Reduce 11.99% | 2,004 | $153.69 |
| Q2 2021 | -513 | Reduce 18.39% | 2,277 | $153.27 |
| Q1 2021 | -258 | Reduce 8.46% | 2,790 | $147.67 |
| Q4 2020 | -332 | Reduce 9.82% | 3,048 | $133.86 |
| Q3 2020 | -42 | Reduce 1.23% | 3,380 | $113.02 |
| Q2 2020 | +235 | Add 7.37% | 3,422 | $116.60 |
| Q1 2020 | +1,072 | Add 50.69% | 3,187 | $88.48 |
| Q4 2019 | +221 | Add 11.67% | 2,115 | $130.50 |
| Q3 2019 | +199 | Add 11.74% | 1,894 | $127.24 |
| Q2 2019 | +1,695 | New Buy | 1,695 | $119.76 |
| Q4 2016 | -3,789 | Sold Out | 0 | $0.00 |
| Q3 2016 | +3,789 | New Buy | 3,789 | $53.05 |
| Q2 2016 | -4,827 | Sold Out | 0 | $0.00 |
| Q1 2016 | +4,827 | New Buy | 4,827 | $44.54 |
Joel Greenblatt's Primerica Investment FAQs
Joel Greenblatt first purchased Primerica, Inc. (PRI) in Q1 2016, acquiring 4,827 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Primerica, Inc. (PRI) for 27 quarters since Q1 2016.
Joel Greenblatt's largest addition to Primerica, Inc. (PRI) was in Q1 2025, adding 34,998 shares worth $9.96 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 36,764 shares of Primerica, Inc. (PRI), valued at approximately $9.5 M.
As of the Q4 2025 filing, Primerica, Inc. (PRI) represents approximately 0.03% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Primerica, Inc. (PRI) was 39,032 shares, as reported at the end of Q2 2025.