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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
Q3 		$1.78M Buy
+6,533
New +$1.97M 0.31% 73
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

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Diversified Management's PRI Position: Q3 2026 in Review

Diversified Management opened a new position in Primerica (PRI) in Q3 2026: 6,533 shares worth $1.78M. The stake represents 0.31% of the portfolio and ranks #73 among its holdings. This is a return to the name: Diversified Management previously reported a position in PRI as recently as Q1 2026.

Diversified Management first reported a position in PRI in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.9M in Q1 2026. 16 funds tracked by Wall St. Rank hold PRI as of Q3 2026.

  • Diversified Management held 6,533 shares of Primerica worth $1.78M as of Q3 2026.
  • Primerica was a new Diversified Management position in Q3 2026.
  • Primerica made up 0.31% of Diversified Management's portfolio in Q3 2026, its #73 holding.
  • Diversified Management first reported a position in Primerica in Q1 2026 and has held it in 2 quarters since.
  • Diversified Management's Primerica position peaked at $1.9M in Q1 2026.
  • 16 funds tracked by Wall St. Rank held Primerica as of Q3 2026.

Based on Diversified Management's 13F filing for Q3 2026, filed 8 Oct 2026.