Cromwell Holdings’s Primerica PRI Stock Holding History

Cromwell Holdings’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	$1.71K	Buy	6 +2	+50%	+$547	﹤0.01%	880
2026 Q1	$1K	Hold	4	–	–	﹤0.01%	856
2025 Q4	$1.03K	Hold	4	–	–	﹤0.01%	817
2025 Q3	$1.11K	Hold	4	–	–	﹤0.01%	815
2025 Q2	$1.09K	Buy	+4	New	+$1.06K	﹤0.01%	794

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

Cromwell Holdings's PRI Position: Q2 2026 in Review

Cromwell Holdings increased its Primerica (PRI) stake by 50% in Q2 2026, buying an estimated $547 and bringing the position to 6 shares worth $1.71K. The position accounts for ﹤0.01% of the portfolio, ranked #880.

Cromwell Holdings first reported a position in PRI in Q2 2025 and has held it in 5 quarters since. 522 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

Cromwell Holdings held 6 shares of Primerica worth $1.71K as of Q2 2026.
Cromwell Holdings bought 2 Primerica shares in Q2 2026, an estimated $547.
Primerica made up ﹤0.01% of Cromwell Holdings's portfolio in Q2 2026, its #880 holding.
Cromwell Holdings first reported a position in Primerica in Q2 2025 and has held it in 5 quarters since.
522 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.