James Investment Research’s Primerica PRI Stock Holding History

James Investment Research’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	$1.2M	Sell	4,221 -255	-6%	-$69.8K	0.12%	165
2026 Q1	$1.12M	Sell	4,476 -123	-3%	-$31.7K	0.13%	154
2025 Q4	$1.19M	Sell	4,599 -1,962	-30%	-$512K	0.13%	144
2025 Q3	$1.82M	Sell	6,561 -158	-2%	-$42.4K	0.2%	110
2025 Q2	$1.84M	Sell	6,719 -34	-0.5%	-$9.01K	0.22%	106
2025 Q1	$1.92M	Sell	6,753 -89	-1%	-$25.4K	0.24%	101
2024 Q4	$1.86M	Sell	6,842 -140	-2%	-$39.7K	0.22%	105
2024 Q3	$1.85M	Sell	6,982 -217	-3%	-$54.8K	0.21%	111
2024 Q2	$1.7M	Sell	7,199 -76	-1%	-$17.2K	0.2%	108
2024 Q1	$1.84M	Sell	7,275 -38	-0.5%	-$8.99K	0.22%	109
2023 Q4	$1.5M	Buy	7,313 +1,880	+35%	+$384K	0.19%	116
2023 Q3	$1.05M	Buy	+5,433	New	+$1.11M	0.14%	134
2018 Q4	–	Sell	-18,150	Closed	-$2.19M	–	873
2018 Q3	$2.19M	Buy	+18,150	New	+$2.1M	0.09%	282
2018 Q2	–	Sell	-19,730	Closed	-$1.91M	–	850
2018 Q1	$1.91M	Buy	+19,730	New	+$1.98M	0.07%	343
2017 Q2	–	Sell	-1,850	Closed	-$152K	–	757
2017 Q1	$152K	Buy	+1,850	New	+$144K	﹤0.01%	430

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

James Investment Research's PRI Position: Q2 2026 in Review

James Investment Research reduced its Primerica (PRI) stake by 5.7% in Q2 2026, selling an estimated $69.8K and leaving 4,221 shares worth $1.2M. The position accounts for 0.12% of the portfolio, ranked #165.

James Investment Research first reported a position in PRI in Q1 2017 and has held it in 15 quarters since. The position peaked at $2.19M in Q3 2018. 522 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

James Investment Research held 4,221 shares of Primerica worth $1.2M as of Q2 2026.
James Investment Research sold 255 Primerica shares in Q2 2026, an estimated $69.8K.
Primerica made up 0.12% of James Investment Research's portfolio in Q2 2026, its #165 holding.
James Investment Research first reported a position in Primerica in Q1 2017 and has held it in 15 quarters since.
James Investment Research's Primerica position peaked at $2.19M in Q3 2018.
522 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on James Investment Research's 13F filing for Q2 2026, filed 24 Jul 2026.