JLB & Associates’s Primerica PRI Stock Holding History

JLB & Associates’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	$5.01M	Buy	17,644 +201	+1%	+$55K	0.67%	40
2026 Q1	$4.37M	Sell	17,443 -1,236	-7%	-$319K	0.63%	44
2025 Q4	$4.83M	Buy	18,679 +51	+0.3%	+$13.3K	0.65%	42
2025 Q3	$5.17M	Buy	18,628 +172	+0.9%	+$46.2K	0.68%	39
2025 Q2	$5.05M	Sell	18,456 -706	-4%	-$187K	0.7%	40
2025 Q1	$5.45M	Sell	19,162 -600	-3%	-$171K	0.76%	37
2024 Q4	$5.36M	Buy	19,762 +883	+5%	+$250K	0.73%	39
2024 Q3	$5.01M	Buy	18,879 +5,908	+46%	+$1.49M	0.64%	40
2024 Q2	$3.07M	Buy	12,971 +3,142	+32%	+$713K	0.41%	50
2024 Q1	$2.49M	Buy	9,829 +4,707	+92%	+$1.11M	0.33%	59
2023 Q4	$1.05M	Buy	5,122 +3,361	+191%	+$687K	0.15%	68
2023 Q3	$342K	Buy	+1,761	New	+$361K	0.05%	72

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

JLB & Associates's PRI Position: Q2 2026 in Review

JLB & Associates increased its Primerica (PRI) stake by 1.2% in Q2 2026, buying an estimated $55K and bringing the position to 17,644 shares worth $5.01M. The position accounts for 0.67% of the portfolio, ranked #40.

JLB & Associates first reported a position in PRI in Q3 2023 and has held it in 12 quarters since. The position peaked at $5.45M in Q1 2025. 522 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

JLB & Associates held 17,644 shares of Primerica worth $5.01M as of Q2 2026.
JLB & Associates bought 201 Primerica shares in Q2 2026, an estimated $55K.
Primerica made up 0.67% of JLB & Associates's portfolio in Q2 2026, its #40 holding.
JLB & Associates first reported a position in Primerica in Q3 2023 and has held it in 12 quarters since.
JLB & Associates's Primerica position peaked at $5.45M in Q1 2025.
522 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on JLB & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.