Bridges Investment Management’s Primerica PRI Stock Holding History

Bridges 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	$378K	Hold	1,330	–	–	﹤0.01%	334
2026 Q1	$333K	Sell	1,330 -203	-13%	-$52.4K	﹤0.01%	327
2025 Q4	$396K	Sell	1,533 -38	-2%	-$9.91K	0.01%	318
2025 Q3	$436K	Hold	1,571	–	–	0.01%	310
2025 Q2	$430K	Hold	1,571	–	–	0.01%	306
2025 Q1	$447K	Buy	1,571 +38	+2%	+$10.8K	0.01%	291
2024 Q4	$416K	Hold	1,533	–	–	0.01%	306
2024 Q3	$406K	Hold	1,533	–	–	0.01%	300
2024 Q2	$363K	Buy	+1,533	New	+$348K	0.01%	306
2019 Q4	–	Sell	-13,310	Closed	-$1.69M	–	359
2019 Q3	$1.69M	Hold	13,310	–	–	0.06%	141
2019 Q2	$1.6M	Hold	13,310	–	–	0.06%	143
2019 Q1	$1.63M	Buy	13,310 +2,720	+26%	+$313K	0.07%	143
2018 Q4	$1.03M	Buy	+10,590	New	+$1.18M	0.05%	172

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

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

Bridges Investment Management held its Primerica (PRI) position steady in Q2 2026 at 1,330 shares worth $378K. The position accounts for ﹤0.01% of the portfolio, ranked #334.

Bridges Investment Management first reported a position in PRI in Q4 2018 and has held it in 13 quarters since. The position peaked at $1.69M in Q3 2019. 522 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

Bridges Investment Management held 1,330 shares of Primerica worth $378K as of Q2 2026.
Bridges Investment Management left its Primerica share count unchanged in Q2 2026.
Primerica made up ﹤0.01% of Bridges Investment Management's portfolio in Q2 2026, its #334 holding.
Bridges Investment Management first reported a position in Primerica in Q4 2018 and has held it in 13 quarters since.
Bridges Investment Management's Primerica position peaked at $1.69M in Q3 2019.
522 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Bridges Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.