Rothwell Investment Advisors, LLC’s Primerica PRI Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio PRI Stock Details PRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$10K	Buy	+37	New	+$11.1K	0.01%	777

Other funds holding PRI

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Academy Capital Management Waco, Texas $743M AUM 12.3% 1-Year Est. Return

PhiloSmith Capital Stamford, Connecticut $362M AUM 0.8% 1-Year Est. Return

EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return

Rothwell Investment Advisors, LLC's PRI Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Primerica (PRI) in Q3 2026: 37 shares worth $10K. The stake represents 0.01% of the portfolio and ranks #777 among its holdings.

259 funds tracked by Wall St. Rank hold PRI as of Q3 2026.

Rothwell Investment Advisors, LLC held 37 shares of Primerica worth $10K as of Q3 2026.
Primerica was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Primerica made up 0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #777 holding.
259 funds tracked by Wall St. Rank held Primerica as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.