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Callahan Advisors’s Primerica PRI Stock Holding History

Callahan Advisors’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 		$8.82M Buy
31,048
+5,708
+23% +$1.56M 0.67% 45
2026
Q1 		$6.35M Buy
25,340
+7,043
+38% +$1.82M 0.53% 47
2025
Q4 		$4.73M Buy
+18,297
New +$4.77M 0.39% 59

Other funds holding PRI

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
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
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Callahan Advisors's PRI Position: Q2 2026 in Review

Callahan Advisors increased its Primerica (PRI) stake by 23% in Q2 2026, buying an estimated $1.56M and bringing the position to 31,048 shares worth $8.82M. The position accounts for 0.67% of the portfolio, ranked #45.

Callahan Advisors first reported a position in PRI in Q4 2025 and has held it in 3 quarters since. 527 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Callahan Advisors held 31,048 shares of Primerica worth $8.82M as of Q2 2026.
  • Callahan Advisors bought 5,708 Primerica shares in Q2 2026, an estimated $1.56M.
  • Primerica made up 0.67% of Callahan Advisors's portfolio in Q2 2026, its #45 holding.
  • Callahan Advisors first reported a position in Primerica in Q4 2025 and has held it in 3 quarters since.
  • 527 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Callahan Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.