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Cambridge Investment Research Advisors’s
Primerica
PRI
Stock Holding History
Cambridge Investment Research 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
Q1
$427K
Buy
1,703
+174
+11%
+$44.9K
﹤0.01%
2946
2025
Q4
$395K
Sell
1,529
-224
-13%
-$58.4K
﹤0.01%
2943
2025
Q3
$487K
Buy
1,753
+308
+21%
+$82.7K
﹤0.01%
2704
2025
Q2
$395K
Sell
1,445
-440
-23%
-$117K
﹤0.01%
2760
2025
Q1
$536K
Sell
1,885
-62
-3%
-$17.7K
﹤0.01%
2372
2024
Q4
$528K
Sell
1,947
-571
-23%
-$162K
﹤0.01%
2380
2024
Q3
$668K
Buy
2,518
+32
+1%
+$8.08K
﹤0.01%
2182
2024
Q2
$588K
Sell
2,486
-3
-0.1%
-$680
﹤0.01%
2167
2024
Q1
$630K
Buy
2,489
+212
+9%
+$50.1K
﹤0.01%
2069
2023
Q4
$469K
Buy
2,277
+6
+0.3%
+$1.23K
﹤0.01%
2232
2023
Q3
$441K
Buy
2,271
+143
+7%
+$29.3K
﹤0.01%
2192
2023
Q2
$421K
Sell
2,128
-141
-6%
-$25.9K
﹤0.01%
2258
2023
Q1
$391K
Sell
2,269
-232
-9%
-$38K
﹤0.01%
2271
2022
Q4
$355K
Buy
2,501
+531
+27%
+$74K
﹤0.01%
2296
2022
Q3
$243K
Buy
+1,970
New
+$250K
﹤0.01%
2551
Other funds holding PRI
Kayne Anderson Rudnick Investment Management
Los Angeles, California
$34B AUM
6.31%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
Bank of Montreal
Toronto, Ontario, Canada
$245B AUM
31.4%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
BWA
Brave Warrior Advisors
New York
$4.04B AUM
1.15%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
BAMCO Inc
New York
$33.1B AUM
11.16%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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