HM Payson & Co’s Primerica PRI Stock Holding History

HM Payson & Co’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	$75.3K	Hold	265	–	–	﹤0.01%	624
2026 Q1	$66.4K	Hold	265	–	–	﹤0.01%	636
2025 Q4	$68.5K	Sell	265 -12	-4%	-$3.13K	﹤0.01%	636
2025 Q3	$76.9K	Hold	277	–	–	﹤0.01%	604
2025 Q2	$75.8K	Hold	277	–	–	﹤0.01%	583
2025 Q1	$78.8K	Sell	277 -528	-66%	-$150K	﹤0.01%	565
2024 Q4	$218K	Hold	805	–	–	﹤0.01%	409
2024 Q3	$213K	Buy	805 +12	+2%	+$3.03K	﹤0.01%	403
2024 Q2	$188K	Sell	793 -12	-1%	-$2.72K	﹤0.01%	410
2024 Q1	$204K	Buy	805 +277	+52%	+$65.5K	﹤0.01%	395
2023 Q4	$109K	Hold	528	–	–	﹤0.01%	483
2023 Q3	$102K	Hold	528	–	–	﹤0.01%	478
2023 Q2	$104K	Hold	528	–	–	﹤0.01%	475
2023 Q1	$90.9K	Buy	+528	New	+$86.5K	﹤0.01%	487
2022 Q4	–	Sell	-528	Closed	-$65K	–	984
2022 Q3	$65K	Hold	528	–	–	﹤0.01%	536
2022 Q2	$63K	Hold	528	–	–	﹤0.01%	546
2022 Q1	$72K	Buy	+528	New	+$75K	﹤0.01%	543
2021 Q4	–	Sell	-587	Closed	-$90K	–	1144
2021 Q3	$90K	Hold	587	–	–	﹤0.01%	500
2021 Q2	$90K	Buy	+587	New	+$92.7K	﹤0.01%	495
2020 Q2	–	Sell	-79	Closed	-$7K	–	916
2020 Q1	$7K	Sell	79 -3,653	-98%	-$418K	﹤0.01%	776
2019 Q4	$487K	Hold	3,732	–	–	0.02%	263
2019 Q3	$475K	Sell	3,732 -551	-13%	-$66.5K	0.02%	264
2019 Q2	$514K	Buy	+4,283	New	+$530K	0.02%	268

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

HM Payson & Co's PRI Position: Q2 2026 in Review

HM Payson & Co held its Primerica (PRI) position steady in Q2 2026 at 265 shares worth $75.3K. The position accounts for ﹤0.01% of the portfolio, ranked #624.

HM Payson & Co first reported a position in PRI in Q2 2019 and has held it in 23 quarters since. The position peaked at $514K in Q2 2019. 526 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

HM Payson & Co held 265 shares of Primerica worth $75.3K as of Q2 2026.
HM Payson & Co left its Primerica share count unchanged in Q2 2026.
Primerica made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #624 holding.
HM Payson & Co first reported a position in Primerica in Q2 2019 and has held it in 23 quarters since.
HM Payson & Co's Primerica position peaked at $514K in Q2 2019.
526 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.