Harbour Investments’s Primerica PRI Stock Holding History

Harbour Investments’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	$6.73K	Hold	24	–	–	﹤0.01%	3557
2026 Q1	$5.99K	Buy	24 +11	+85%	+$2.84K	﹤0.01%	3510
2025 Q4	$3.36K	Buy	13 +1	+8%	+$261	﹤0.01%	3164
2025 Q3	$3.33K	Buy	12 +3	+33%	+$805	﹤0.01%	3123
2025 Q2	$2.46K	Hold	9	–	–	﹤0.01%	3077
2025 Q1	$2.56K	Hold	9	–	–	﹤0.01%	3020
2024 Q4	$2.44K	Hold	9	–	–	﹤0.01%	2966
2024 Q3	$2.39K	Buy	9 +3	+50%	+$758	﹤0.01%	2877
2024 Q2	$1.42K	Hold	6	–	–	﹤0.01%	2912
2024 Q1	$1.52K	Buy	+6	New	+$1.42K	﹤0.01%	2842
2023 Q1	–	Sell	-24	Closed	-$3.4K	–	3080
2022 Q4	$3.4K	Hold	24	–	–	﹤0.01%	2359
2022 Q3	$3K	Hold	24	–	–	﹤0.01%	2345
2022 Q2	$3K	Buy	+24	New	+$3.02K	﹤0.01%	2345
2021 Q4	$4K	Hold	24	–	–	﹤0.01%	2249
2021 Q3	$4K	Hold	24	–	–	﹤0.01%	3092
2021 Q2	$4K	Hold	24	–	–	﹤0.01%	3162
2021 Q1	$4K	Buy	+24	New	+$3.44K	﹤0.01%	3006

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

Harbour Investments's PRI Position: Q2 2026 in Review

Harbour Investments held its Primerica (PRI) position steady in Q2 2026 at 24 shares worth $6.73K. The position accounts for ﹤0.01% of the portfolio, ranked #3557.

Harbour Investments first reported a position in PRI in Q1 2021 and has held it in 17 quarters since. 525 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

Harbour Investments held 24 shares of Primerica worth $6.73K as of Q2 2026.
Harbour Investments left its Primerica share count unchanged in Q2 2026.
Primerica made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #3557 holding.
Harbour Investments first reported a position in Primerica in Q1 2021 and has held it in 17 quarters since.
525 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.