Diversified Management’s Primerica PRI Stock Holding History

Diversified 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
2026 Q2	–	Sell	-7,605	Closed	-$1.9M	–	247
2026 Q1	$1.9M	Buy	+7,605	New	+$1.96M	0.33%	70

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

Diversified Management's PRI Position: Q2 2026 in Review

Diversified Management sold out of Primerica (PRI) in Q2 2026, closing a stake of 7,605 shares — an estimated $1.9M sold.

Diversified Management first reported a position in PRI in Q1 2026 and held it in 1 quarter. The position peaked at $1.9M in Q1 2026. 522 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

Diversified Management reported no remaining Primerica position as of Q2 2026 after selling out during the quarter.
Diversified Management sold 7,605 Primerica shares in Q2 2026, an estimated $1.9M.
Diversified Management first reported a position in Primerica in Q1 2026 and held it in 1 quarter.
Diversified Management's Primerica position peaked at $1.9M in Q1 2026.
522 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Diversified Management's 13F filing for Q2 2026, filed 10 Jul 2026.