Inspire Investing
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Inspire Investing’s Primerica PRI Stock Holding History

Inspire Investing’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 		$450K Sell
1,652
-10
-0.6% -$3.01K 0.02% 996
2026
Q2 		$472K Buy
+1,662
New +$455K 0.02% 954
2025
Q2 		– Sell
-2,700
Closed -$768K – 860
2025
Q1 		$768K Buy
+2,700
New +$769K 0.09% 214
2024
Q3 		– Sell
-1,483
Closed -$351K – 883
2024
Q2 		$351K Buy
1,483
+76
+5% +$17.2K 0.04% 625
2024
Q1 		$356K Sell
1,407
-460
-25% -$109K 0.04% 739
2023
Q4 		$384K Buy
1,867
+290
+18% +$59.3K 0.04% 535
2023
Q3 		$306K Sell
1,577
-3,025
-66% -$619K 0.04% 669
2023
Q2 		$910K Sell
4,602
-97
-2% -$17.8K 0.11% 221
2023
Q1 		$809K Buy
4,699
+3,038
+183% +$498K 0.1% 167
2022
Q4 		$236K Sell
1,661
-6
-0.4% -$836 0.03% 548
2022
Q3 		$206K Sell
1,667
-101
-6% -$12.8K 0.03% 651
2022
Q2 		$212K Buy
1,768
+59
+3% +$7.42K 0.03% 567
2022
Q1 		$234K Buy
1,709
+76
+5% +$10.8K 0.03% 710
2021
Q4 		$250K Buy
1,633
+115
+8% +$18.2K 0.03% 463
2021
Q3 		$233K Buy
+1,518
New +$226K 0.03% 536
2018
Q1 		– Sell
-552
Closed -$56K – 571
2017
Q4 		$56K Buy
+552
New +$52.6K 0.05% 567

Other funds holding PRI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Academy Capital Management
Academy Capital Management Waco, Texas $743M AUM 12.3% 1-Year Est. Return
PhiloSmith Capital
PhiloSmith Capital Stamford, Connecticut $362M AUM 0.8% 1-Year Est. Return

Inspire Investing's PRI Position: Q3 2026 in Review

Inspire Investing reduced its Primerica (PRI) stake by 0.6% in Q3 2026, selling an estimated $3.01K and leaving 1,652 shares worth $450K. The position accounts for 0.02% of the portfolio, ranked #996.

Inspire Investing first reported a position in PRI in Q4 2017 and has held it in 16 quarters since. The position peaked at $910K in Q2 2023. 317 funds tracked by Wall St. Rank hold PRI as of Q3 2026.

  • Inspire Investing held 1,652 shares of Primerica worth $450K as of Q3 2026.
  • Inspire Investing sold 10 Primerica shares in Q3 2026, an estimated $3.01K.
  • Primerica made up 0.02% of Inspire Investing's portfolio in Q3 2026, its #996 holding.
  • Inspire Investing first reported a position in Primerica in Q4 2017 and has held it in 16 quarters since.
  • Inspire Investing's Primerica position peaked at $910K in Q2 2023.
  • 317 funds tracked by Wall St. Rank held Primerica as of Q3 2026.

Based on Inspire Investing's 13F filing for Q3 2026, filed 22 Oct 2026.