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Fiduciary Management Inc’s Primerica PRI Stock Holding History

Fiduciary Management Inc’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 		$152M Sell
534,226
-157,796
-23% -$43.2M 2.16% 17
2026
Q1 		$173M Buy
692,022
+80,741
+13% +$20.8M 2.15% 11
2025
Q4 		$158M Sell
611,281
-28,976
-5% -$7.56M 1.74% 26
2025
Q3 		$178M Buy
640,257
+151,173
+31% +$40.6M 1.8% 22
2025
Q2 		$134M Sell
489,084
-1,839
-0.4% -$487K 1.29% 40
2025
Q1 		$140M Buy
490,923
+13,402
+3% +$3.82M 1.35% 35
2024
Q4 		$130M Sell
477,521
-4,487
-0.9% -$1.27M 1.21% 42
2024
Q3 		$128M Sell
482,008
-619
-0.1% -$156K 1.12% 43
2024
Q2 		$114M Buy
482,627
+9,238
+2% +$2.09M 1.06% 45
2024
Q1 		$120M Buy
473,389
+4,000
+0.9% +$946K 1.07% 46
2023
Q4 		$96.6M Sell
469,389
-99,722
-18% -$20.4M 0.9% 49
2023
Q3 		$110M Sell
569,111
-92,778
-14% -$19M 1.12% 38
2023
Q2 		$131M Buy
661,889
+38,872
+6% +$7.14M 1.32% 36
2023
Q1 		$107M Sell
623,017
-15,697
-2% -$2.57M 1.08% 41
2022
Q4 		$90.6M Sell
638,714
-12,215
-2% -$1.7M 0.92% 43
2022
Q3 		$80.4M Buy
650,929
+126,492
+24% +$16M 0.85% 43
2022
Q2 		$62.8M Buy
524,437
+57,585
+12% +$7.24M 0.59% 53
2022
Q1 		$63.9M Buy
466,852
+8,608
+2% +$1.22M 0.52% 57
2021
Q4 		$70.2M Sell
458,244
-15,191
-3% -$2.41M 0.52% 47
2021
Q3 		$72.7M Buy
473,435
+11,566
+3% +$1.72M 0.54% 46
2021
Q2 		$70.7M Buy
461,869
+184,067
+66% +$29.1M 0.52% 47
2021
Q1 		$41.1M Sell
277,802
-36,574
-12% -$5.25M 0.31% 62
2020
Q4 		$42.1M Buy
314,376
+128,912
+70% +$16.2M 0.32% 60
2020
Q3 		$21M Buy
+185,464
New +$22.5M 0.17% 65

Other funds holding PRI

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
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
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Fiduciary Management Inc's PRI Position: Q2 2026 in Review

Fiduciary Management Inc reduced its Primerica (PRI) stake by 23% in Q2 2026, selling an estimated $43.2M and leaving 534,226 shares worth $152M. The position accounts for 2.16% of the portfolio, ranked #17.

Fiduciary Management Inc first reported a position in PRI in Q3 2020 and has held it in 24 quarters since. The position peaked at $178M in Q3 2025. 522 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Fiduciary Management Inc held 534,226 shares of Primerica worth $152M as of Q2 2026.
  • Fiduciary Management Inc sold 157,796 Primerica shares in Q2 2026, an estimated $43.2M.
  • Primerica made up 2.16% of Fiduciary Management Inc's portfolio in Q2 2026, its #17 holding.
  • Fiduciary Management Inc first reported a position in Primerica in Q3 2020 and has held it in 24 quarters since.
  • Fiduciary Management Inc's Primerica position peaked at $178M in Q3 2025.
  • 522 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Fiduciary Management Inc's 13F filing for Q2 2026, filed 13 Aug 2026.