Connor, Clark & Lunn Investment Management (CC&L)’s Primerica PRI Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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	$389K	Buy	+1,369	New	+$375K	﹤0.01%	1451
2026 Q1	–	Sell	-7,240	Closed	-$1.87M	–	1726
2025 Q4	$1.87M	Buy	7,240 +516	+8%	+$135K	﹤0.01%	938
2025 Q3	$1.87M	Sell	6,724 -4,060	-38%	-$1.09M	0.01%	875
2025 Q2	$2.95M	Buy	+10,784	New	+$2.86M	0.01%	739
2022 Q2	–	Sell	-7,417	Closed	-$1.01M	–	1173
2022 Q1	$1.01M	Buy	+7,417	New	+$1.05M	0.01%	659
2020 Q3	–	Sell	-4,621	Closed	-$539K	–	1081
2020 Q2	$539K	Sell	4,621 -9,579	-67%	-$1.02M	﹤0.01%	743
2020 Q1	$1.26M	Buy	14,200 +6,569	+86%	+$751K	0.01%	513
2019 Q4	$996K	Buy	7,631 +5,656	+286%	+$730K	0.01%	545
2019 Q3	$251K	Buy	+1,975	New	+$238K	﹤0.01%	824

Other funds holding PRI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)'s PRI Position: Q2 2026 in Review

Connor, Clark & Lunn Investment Management (CC&L) opened a new position in Primerica (PRI) in Q2 2026: 1,369 shares worth $389K. The stake represents ﹤0.01% of the portfolio and ranks #1451 among its holdings. This is a return to the name: Connor, Clark & Lunn Investment Management (CC&L) previously reported a position in PRI as recently as Q4 2025.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in PRI in Q3 2019 and has held it in 9 quarters since. The position peaked at $2.95M in Q2 2025. 522 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

Connor, Clark & Lunn Investment Management (CC&L) held 1,369 shares of Primerica worth $389K as of Q2 2026.
Primerica was a new Connor, Clark & Lunn Investment Management (CC&L) position in Q2 2026.
Primerica made up ﹤0.01% of Connor, Clark & Lunn Investment Management (CC&L)'s portfolio in Q2 2026, its #1451 holding.
Connor, Clark & Lunn Investment Management (CC&L) first reported a position in Primerica in Q3 2019 and has held it in 9 quarters since.
Connor, Clark & Lunn Investment Management (CC&L)'s Primerica position peaked at $2.95M in Q2 2025.
522 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q2 2026, filed 13 Aug 2026.