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Congress Wealth Management’s Primerica PRI Stock Holding History

Congress Wealth Management’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
2025
Q2 		$253K Buy
924
+68
+8% +$18K ﹤0.01% 1106
2025
Q1 		$244K Buy
856
+79
+10% +$22.5K ﹤0.01% 987
2024
Q4 		$211K Sell
777
-10
-1% -$2.83K ﹤0.01% 849
2024
Q3 		$209K Buy
+787
New +$199K ﹤0.01% 812

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Congress Wealth Management's PRI Position: Q2 2025 in Review

Congress Wealth Management increased its Primerica (PRI) stake by 7.9% in Q2 2025, buying an estimated $18K and bringing the position to 924 shares worth $253K. The position accounts for ﹤0.01% of the portfolio, ranked #1106.

Congress Wealth Management first reported a position in PRI in Q3 2024 and has held it in 4 quarters since. 517 funds tracked by Wall St. Rank hold PRI as of Q2 2025.

  • Congress Wealth Management held 924 shares of Primerica worth $253K as of Q2 2025.
  • Congress Wealth Management bought 68 Primerica shares in Q2 2025, an estimated $18K.
  • Primerica made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1106 holding.
  • Congress Wealth Management first reported a position in Primerica in Q3 2024 and has held it in 4 quarters since.
  • 517 funds tracked by Wall St. Rank held Primerica as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.