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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
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

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

Inspire Investing's PRI Position: Q2 2026 in Review

Inspire Investing opened a new position in Primerica (PRI) in Q2 2026: 1,662 shares worth $472K. The stake represents 0.02% of the portfolio and ranks #954 among its holdings. This is a return to the name: Inspire Investing previously reported a position in PRI as recently as Q1 2025.

Inspire Investing first reported a position in PRI in Q4 2017 and has held it in 15 quarters since. The position peaked at $910K in Q2 2023. 527 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Inspire Investing held 1,662 shares of Primerica worth $472K as of Q2 2026.
  • Primerica was a new Inspire Investing position in Q2 2026.
  • Primerica made up 0.02% of Inspire Investing's portfolio in Q2 2026, its #954 holding.
  • Inspire Investing first reported a position in Primerica in Q4 2017 and has held it in 15 quarters since.
  • Inspire Investing's Primerica position peaked at $910K in Q2 2023.
  • 527 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Inspire Investing's 13F filing for Q2 2026, filed 12 Aug 2026.