Allen Investment Management’s Primerica PRI Stock Holding History

Allen Investment 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	$1.97M	Sell	6,916 -1,597	-19%	-$437K	0.02%	129
2026 Q1	$2.13M	Hold	8,513	–	–	0.03%	121
2025 Q4	$2.2M	Hold	8,513	–	–	0.02%	121
2025 Q3	$2.36M	Sell	8,513 -1,885	-18%	-$506K	0.03%	113
2025 Q2	$2.85M	Hold	10,398	–	–	0.03%	105
2025 Q1	$2.96M	Hold	10,398	–	–	0.03%	103
2024 Q4	$2.82M	Hold	10,398	–	–	0.03%	103
2024 Q3	$2.76M	Hold	10,398	–	–	0.03%	104
2024 Q2	$2.46M	Hold	10,398	–	–	0.03%	114
2024 Q1	$2.63M	Hold	10,398	–	–	0.03%	104
2023 Q4	$2.14M	Hold	10,398	–	–	0.03%	108
2023 Q3	$2.02M	Buy	+10,398	New	+$2.13M	0.03%	105

Other funds holding PRI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Allen Investment Management's PRI Position: Q2 2026 in Review

Allen Investment Management reduced its Primerica (PRI) stake by 19% in Q2 2026, selling an estimated $437K and leaving 6,916 shares worth $1.97M. The position accounts for 0.02% of the portfolio, ranked #129.

Allen Investment Management first reported a position in PRI in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.96M in Q1 2025. 522 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

Allen Investment Management held 6,916 shares of Primerica worth $1.97M as of Q2 2026.
Allen Investment Management sold 1,597 Primerica shares in Q2 2026, an estimated $437K.
Primerica made up 0.02% of Allen Investment Management's portfolio in Q2 2026, its #129 holding.
Allen Investment Management first reported a position in Primerica in Q3 2023 and has held it in 12 quarters since.
Allen Investment Management's Primerica position peaked at $2.96M in Q1 2025.
522 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Allen Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.