B. Metzler seel. Sohn & Co’s Primerica PRI Stock Holding History

B. Metzler seel. Sohn & Co’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	$4.72M	Hold	16,607	–	–	0.04%	254
2026 Q1	$4.16M	Hold	16,607	–	–	0.04%	249
2025 Q4	$4.29M	Buy	16,607 +6,147	+59%	+$1.6M	0.04%	248
2025 Q3	$2.9M	Hold	10,460	–	–	0.03%	309
2025 Q2	$2.86M	Hold	10,460	–	–	0.03%	306
2025 Q1	$2.98M	Sell	10,460 -3,533	-25%	-$1.01M	0.03%	271
2024 Q4	$3.8M	Hold	13,993	–	–	0.04%	218
2024 Q3	$3.71M	Hold	13,993	–	–	0.04%	252
2024 Q2	$3.31M	Hold	13,993	–	–	0.03%	256
2024 Q1	$3.54M	Hold	13,993	–	–	0.04%	255
2023 Q4	$2.88M	Sell	13,993 -2,266	-14%	-$463K	0.04%	287
2023 Q3	$3.15M	Sell	16,259 -14,159	-47%	-$2.9M	0.05%	224
2023 Q2	$6.02M	Buy	30,418 +16,241	+115%	+$2.98M	0.08%	169
2023 Q1	$2.44M	Sell	14,177 -3,199	-18%	-$524K	0.04%	257
2022 Q4	$2.46M	Hold	17,376	–	–	0.04%	248
2022 Q3	$2.15M	Buy	17,376 +262	+2%	+$33.2K	0.04%	273
2022 Q2	$2.05M	Buy	17,114 +2,616	+18%	+$329K	0.03%	290
2022 Q1	$1.98M	Buy	+14,498	New	+$2.06M	0.03%	340

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 $3.38T AUM 44.17% 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

B. Metzler seel. Sohn & Co's PRI Position: Q2 2026 in Review

B. Metzler seel. Sohn & Co held its Primerica (PRI) position steady in Q2 2026 at 16,607 shares worth $4.72M. The position accounts for 0.04% of the portfolio, ranked #254.

B. Metzler seel. Sohn & Co first reported a position in PRI in Q1 2022 and has held it in 18 quarters since. The position peaked at $6.02M in Q2 2023. 527 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

B. Metzler seel. Sohn & Co held 16,607 shares of Primerica worth $4.72M as of Q2 2026.
B. Metzler seel. Sohn & Co left its Primerica share count unchanged in Q2 2026.
Primerica made up 0.04% of B. Metzler seel. Sohn & Co's portfolio in Q2 2026, its #254 holding.
B. Metzler seel. Sohn & Co first reported a position in Primerica in Q1 2022 and has held it in 18 quarters since.
B. Metzler seel. Sohn & Co's Primerica position peaked at $6.02M in Q2 2023.
527 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q2 2026, filed 11 Aug 2026.