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Brooklyn Investment Group’s Primerica PRI Stock Holding History

Brooklyn Investment Group’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
Q1 		$379K Buy
+1,513
New +$390K 0.01% 1237
2025
Q3 		– Sell
-98
Closed -$26.8K – 2164
2025
Q2 		$26.8K Buy
98
+17
+21% +$4.51K ﹤0.01% 1691
2025
Q1 		$23K Buy
81
+6
+8% +$1.71K 0.01% 1092
2024
Q4 		$20.4K Buy
75
+28
+60% +$7.94K 0.01% 749
2024
Q3 		$12.5K Buy
+47
New +$11.9K ﹤0.01% 738

Other funds holding PRI

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

Brooklyn Investment Group's PRI Position: Q1 2026 in Review

Brooklyn Investment Group opened a new position in Primerica (PRI) in Q1 2026: 1,513 shares worth $379K. The stake represents 0.01% of the portfolio and ranks #1237 among its holdings. This is a return to the name: Brooklyn Investment Group previously reported a position in PRI as recently as Q2 2025.

Brooklyn Investment Group first reported a position in PRI in Q3 2024 and has held it in 5 quarters since. 508 funds tracked by Wall St. Rank hold PRI as of Q1 2026.

  • Brooklyn Investment Group held 1,513 shares of Primerica worth $379K as of Q1 2026.
  • Primerica was a new Brooklyn Investment Group position in Q1 2026.
  • Primerica made up 0.01% of Brooklyn Investment Group's portfolio in Q1 2026, its #1237 holding.
  • Brooklyn Investment Group first reported a position in Primerica in Q3 2024 and has held it in 5 quarters since.
  • 508 funds tracked by Wall St. Rank held Primerica as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.