Cerity Partners
PRI icon

Cerity Partners’s Primerica PRI Stock Holding History

Cerity Partners’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 		$1.51M Buy
5,325
+3,242
+156% +$887K ﹤0.01% 1745
2026
Q1 		$522K Buy
+2,083
New +$537K ﹤0.01% 2262
2025
Q4 		– Sell
-5,625
Closed -$1.56M – 2988
2025
Q3 		$1.56M Buy
5,625
+1,316
+31% +$353K ﹤0.01% 1400
2025
Q2 		$1.18M Sell
4,309
-892
-17% -$236K ﹤0.01% 1443
2025
Q1 		$1.48M Buy
5,201
+927
+22% +$264K ﹤0.01% 1254
2024
Q4 		$1.14M Buy
4,274
+565
+15% +$160K ﹤0.01% 1354
2024
Q3 		$983K Buy
+3,709
New +$937K ﹤0.01% 1400
2024
Q2 		– Sell
-3,639
Closed -$921K – 2373
2024
Q1 		$921K Buy
+3,639
New +$861K ﹤0.01% 1318

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 $3.38T AUM 44.17% 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

Cerity Partners's PRI Position: Q2 2026 in Review

Cerity Partners increased its Primerica (PRI) stake by 156% in Q2 2026, buying an estimated $887K and bringing the position to 5,325 shares worth $1.51M. The position accounts for ﹤0.01% of the portfolio, ranked #1745.

Cerity Partners first reported a position in PRI in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.56M in Q3 2025. 527 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Cerity Partners held 5,325 shares of Primerica worth $1.51M as of Q2 2026.
  • Cerity Partners bought 3,242 Primerica shares in Q2 2026, an estimated $887K.
  • Primerica made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1745 holding.
  • Cerity Partners first reported a position in Primerica in Q1 2024 and has held it in 8 quarters since.
  • Cerity Partners's Primerica position peaked at $1.56M in Q3 2025.
  • 527 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.