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Callan Family Office’s Primerica PRI Stock Holding History

Callan Family Office’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 Sell
31,017
-412
-1% -$113K 0.17% 111
2026
Q1 		$7.87M Buy
31,429
+431
+1% +$111K 0.18% 116
2025
Q4 		$8.01M Buy
30,998
+180
+0.6% +$47K 0.17% 111
2025
Q3 		$8.55M Sell
30,818
-2,629
-8% -$706K 0.27% 75
2025
Q2 		$9.15M Buy
33,447
+30,220
+936% +$8.01M 0.29% 69
2025
Q1 		$918K Sell
3,227
-1,797
-36% -$512K 0.07% 227
2024
Q4 		$1.36M Buy
5,024
+3,680
+274% +$1.04M 0.09% 195
2024
Q3 		$356K Buy
1,344
+224
+20% +$56.6K 0.06% 127
2024
Q2 		$265K Buy
+1,120
New +$254K 0.05% 130

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

Callan Family Office's PRI Position: Q2 2026 in Review

Callan Family Office reduced its Primerica (PRI) stake by 1.3% in Q2 2026, selling an estimated $113K and leaving 31,017 shares worth $8.82M. The position accounts for 0.17% of the portfolio, ranked #111.

Callan Family Office first reported a position in PRI in Q2 2024 and has held it in 9 quarters since. The position peaked at $9.15M in Q2 2025. 525 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Callan Family Office held 31,017 shares of Primerica worth $8.82M as of Q2 2026.
  • Callan Family Office sold 412 Primerica shares in Q2 2026, an estimated $113K.
  • Primerica made up 0.17% of Callan Family Office's portfolio in Q2 2026, its #111 holding.
  • Callan Family Office first reported a position in Primerica in Q2 2024 and has held it in 9 quarters since.
  • Callan Family Office's Primerica position peaked at $9.15M in Q2 2025.
  • 525 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.