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AGF Management’s Primerica PRI Stock Holding History

AGF 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
Q2 		$122M Sell
429,312
-1,441
-0.3% -$394K 0.47% 58
2026
Q1 		$108M Buy
430,753
+10,238
+2% +$2.64M 0.48% 63
2025
Q4 		$109M Buy
420,515
+6,780
+2% +$1.77M 0.47% 60
2025
Q3 		$115M Sell
413,735
-3,182
-0.8% -$854K 0.51% 58
2025
Q2 		$114M Sell
416,917
-218,304
-34% -$57.9M 0.52% 60
2025
Q1 		$181M Sell
635,221
-6,174
-1% -$1.76M 0.95% 23
2024
Q4 		$174M Sell
641,395
-26,856
-4% -$7.61M 0.87% 30
2024
Q3 		$177M Buy
668,251
+3,768
+0.6% +$952K 0.9% 25
2024
Q2 		$157M Sell
664,483
-693
-0.1% -$157K 0.87% 27
2024
Q1 		$168M Buy
665,176
+109,354
+20% +$25.9M 0.93% 23
2023
Q4 		$114M Sell
555,822
-7,388
-1% -$1.51M 0.67% 43
2023
Q3 		$109M Sell
563,210
-9,111
-2% -$1.87M 0.78% 34
2023
Q2 		$113M Sell
572,321
-1,310
-0.2% -$241K 0.82% 31
2023
Q1 		$98.8M Buy
573,631
+123,518
+27% +$20.2M 0.68% 40
2022
Q4 		$63.8M Buy
+450,113
New +$62.7M 0.46% 72

Other funds holding PRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

AGF Management's PRI Position: Q2 2026 in Review

AGF Management reduced its Primerica (PRI) stake by 0.33% in Q2 2026, selling an estimated $394K and leaving 429,312 shares worth $122M. The position accounts for 0.47% of the portfolio, ranked #58.

AGF Management first reported a position in PRI in Q4 2022 and has held it in 15 quarters since. The position peaked at $181M in Q1 2025. 525 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • AGF Management held 429,312 shares of Primerica worth $122M as of Q2 2026.
  • AGF Management sold 1,441 Primerica shares in Q2 2026, an estimated $394K.
  • Primerica made up 0.47% of AGF Management's portfolio in Q2 2026, its #58 holding.
  • AGF Management first reported a position in Primerica in Q4 2022 and has held it in 15 quarters since.
  • AGF Management's Primerica position peaked at $181M in Q1 2025.
  • 525 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on AGF Management's 13F filing for Q2 2026, filed 10 Aug 2026.