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Ausbil Investment Management’s Primerica PRI Stock Holding History

Ausbil 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 		$2.41M Buy
8,269
+5,170
+167% +$1.41M 1.09% 32
2026
Q1 		$787K Hold
3,099
– – 0.39% 46
2025
Q4 		$801K Sell
3,099
-1,583
-34% -$413K 0.46% 50
2025
Q3 		$1.3M Sell
4,682
-647
-12% -$174K 0.69% 35
2025
Q2 		$1.46M Hold
5,329
– – 0.86% 35
2025
Q1 		$1.52M Buy
5,329
+2,299
+76% +$655K 0.93% 31
2024
Q4 		$837K Buy
3,030
+523
+21% +$148K 0.5% 41
2024
Q3 		$665K Buy
+2,507
New +$633K 0.23% 53
2024
Q2 		– Sell
-3,149
Closed -$794K – 67
2024
Q1 		$794K Buy
3,149
+139
+5% +$32.9K 0.4% 47
2023
Q4 		$619K Buy
3,010
+715
+31% +$146K 0.34% 44
2023
Q3 		$439K Buy
+2,295
New +$470K 0.27% 49

Other funds holding PRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
PC
PhiloSmith Capital Stamford, Connecticut $368M AUM 0.13% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Ausbil Investment Management increased its Primerica (PRI) stake by 167% in Q2 2026, buying an estimated $1.41M and bringing the position to 8,269 shares worth $2.41M. The position accounts for 1.09% of the portfolio, ranked #32.

Ausbil Investment Management first reported a position in PRI in Q3 2023 and has held it in 11 quarters since. 254 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Ausbil Investment Management held 8,269 shares of Primerica worth $2.41M as of Q2 2026.
  • Ausbil Investment Management bought 5,170 Primerica shares in Q2 2026, an estimated $1.41M.
  • Primerica made up 1.09% of Ausbil Investment Management's portfolio in Q2 2026, its #32 holding.
  • Ausbil Investment Management first reported a position in Primerica in Q3 2023 and has held it in 11 quarters since.
  • 254 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Ausbil Investment Management's 13F filing for Q2 2026, filed 10 Jul 2026.