Academy Capital Management’s Primerica PRI Stock Holding History

Academy Capital Management’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 Q1	$32.5M	Sell	129,888 -2,418	-2%	-$624K	4.65%	10
2025 Q4	$34.2M	Sell	132,306 -607	-0.5%	-$158K	4.54%	10
2025 Q3	$36.9M	Sell	132,913 -2,785	-2%	-$748K	5.26%	10
2025 Q2	$37.1M	Sell	135,698 -117	-0.1%	-$31K	5.3%	9
2025 Q1	$38.6M	Sell	135,815 -3,995	-3%	-$1.14M	6.67%	7
2024 Q4	$37.9M	Sell	139,810 -411	-0.3%	-$117K	6.2%	8
2024 Q3	$37.2M	Sell	140,221 -282	-0.2%	-$71.2K	6.44%	8
2024 Q2	$33.2M	Sell	140,503 -202	-0.1%	-$45.8K	6%	8
2024 Q1	$35.6M	Sell	140,705 -62	-0%	-$14.7K	6.74%	8
2023 Q4	$29M	Sell	140,767 -809	-0.6%	-$165K	5.88%	8
2023 Q3	$27.5M	Sell	141,576 -251	-0.2%	-$51.4K	5.82%	8
2023 Q2	$28M	Sell	141,827 -3,474	-2%	-$638K	5.62%	8
2023 Q1	$25M	Sell	145,301 -458	-0.3%	-$75.1K	5.36%	8
2022 Q4	$20.7M	Sell	145,759 -2,153	-1%	-$300K	4.42%	10
2022 Q3	$18.3M	Sell	147,912 -36,557	-20%	-$4.63M	3.95%	12
2022 Q2	$22.1M	Buy	184,469 +44,535	+32%	+$5.6M	4.19%	11
2022 Q1	$19.1M	Buy	139,934 +27,968	+25%	+$3.97M	3.06%	16
2021 Q4	$17.2M	Buy	111,966 +35,258	+46%	+$5.59M	2.67%	18
2021 Q3	$11.8M	Sell	76,708 -200	-0.3%	-$29.8K	1.9%	23
2021 Q2	$11.8M	Hold	76,908	–	–	4.8%	11
2021 Q1	$11.4M	Hold	76,908	–	–	2.19%	20
2020 Q4	$10.3M	Hold	76,908	–	–	2.2%	18
2020 Q3	$8.7M	Hold	76,908	–	–	1.9%	23
2020 Q2	$8.97M	Hold	76,908	–	–	2.04%	21
2020 Q1	$6.8M	Sell	76,908 -90	-0.1%	-$10.3K	1.88%	22
2019 Q4	$10.1M	Buy	76,998 +9,952	+15%	+$1.29M	2.2%	20
2019 Q3	$8.46M	Hold	67,046	–	–	1.89%	23
2019 Q2	$8.04M	Hold	67,046	–	–	1.8%	24
2019 Q1	$8.19M	Hold	67,046	–	–	1.9%	24
2018 Q4	$6.55M	Hold	67,046	–	–	1.8%	24
2018 Q3	$8.08M	Hold	67,046	–	–	2.02%	23
2018 Q2	$6.68M	Hold	67,046	–	–	1.66%	25
2018 Q1	$6.48M	Hold	67,046	–	–	1.8%	22
2017 Q4	$6.81M	Hold	67,046	–	–	1.88%	22
2017 Q3	$5.47M	Hold	67,046	–	–	1.54%	23
2017 Q2	$5.08M	Hold	67,046	–	–	1.4%	24
2017 Q1	$5.51M	Hold	67,046	–	–	1.5%	26
2016 Q4	$4.64M	Hold	67,046	–	–	1.26%	28
2016 Q3	$3.56M	Buy	67,046 +110	+0.2%	+$6.08K	0.95%	30
2016 Q2	$3.52M	Hold	66,936	–	–	0.9%	31
2016 Q1	$2.98M	Hold	66,936	–	–	0.72%	33
2015 Q4	$3.16M	Hold	66,936	–	–	0.72%	36
2015 Q3	$3.02M	Hold	66,936	–	–	0.6%	37
2015 Q2	$3.06M	Hold	66,936	–	–	0.63%	38
2015 Q1	$3.41M	Hold	66,936	–	–	0.67%	34
2014 Q4	$3.63M	Hold	66,936	–	–	0.72%	34
2014 Q3	$3.23M	Hold	66,936	–	–	0.7%	31
2014 Q2	$3.2M	Sell	66,936 -122	-0.2%	-$5.6K	0.66%	32
2014 Q1	$3.16M	Hold	67,058	–	–	0.68%	30
2013 Q4	$2.88M	Hold	67,058	–	–	0.66%	28
2013 Q3	$2.71M	Buy	67,058 +8,234	+14%	+$326K	0.68%	28
2013 Q2	$2.2M	Buy	+58,824	New	+$2.03M	0.56%	28

Other funds holding PRI

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Academy Capital Management's PRI Position: Q1 2026 in Review

Academy Capital Management reduced its Primerica (PRI) stake by 1.8% in Q1 2026, selling an estimated $624K and leaving 129,888 shares worth $32.5M. The position accounts for 4.65% of the portfolio, ranked #10.

Academy Capital Management first reported a position in PRI in Q2 2013 and has held it in 52 quarters since. The position peaked at $38.6M in Q1 2025. 506 funds tracked by Wall St. Rank hold PRI as of Q1 2026.

Academy Capital Management held 129,888 shares of Primerica worth $32.5M as of Q1 2026.
Academy Capital Management sold 2,418 Primerica shares in Q1 2026, an estimated $624K.
Primerica made up 4.65% of Academy Capital Management's portfolio in Q1 2026, its #10 holding.
Academy Capital Management first reported a position in Primerica in Q2 2013 and has held it in 52 quarters since.
Academy Capital Management's Primerica position peaked at $38.6M in Q1 2025.
506 funds tracked by Wall St. Rank held Primerica as of Q1 2026.

Based on Academy Capital Management's 13F filing for Q1 2026, filed 14 May 2026.