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Joel Greenblatt’s Primerica PRI Stock Holding History

Joel Greenblatt’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 		$17.2M Buy
60,658
+10,981
+22% +$3M 0.04% 624
2026
Q1 		$12.4M Buy
49,677
+12,913
+35% +$3.33M 0.04% 629
2025
Q4 		$9.5M Buy
36,764
+32
+0.1% +$8.35K 0.03% 651
2025
Q3 		$10.2M Sell
36,732
-2,300
-6% -$617K 0.04% 570
2025
Q2 		$10.7M Buy
39,032
+4,034
+12% +$1.07M 0.06% 451
2025
Q1 		$9.96M Buy
34,998
+12,121
+53% +$3.45M 0.08% 335
2024
Q4 		$6.21M Buy
22,877
+4,445
+24% +$1.26M 0.06% 455
2024
Q3 		$4.89M Buy
18,432
+2,358
+15% +$596K 0.05% 496
2024
Q2 		$3.8M Sell
16,074
-1,207
-7% -$274K 0.05% 501
2024
Q1 		$4.37M Buy
17,281
+3,728
+28% +$882K 0.07% 412
2023
Q4 		$2.79M Buy
13,553
+1,484
+12% +$303K 0.05% 482
2023
Q3 		$2.34M Buy
12,069
+3,114
+35% +$638K 0.05% 506
2023
Q2 		$1.77M Buy
8,955
+6,538
+271% +$1.2M 0.04% 581
2023
Q1 		$416K Buy
+2,417
New +$396K 0.01% 1023
2021
Q4 		– Sell
-2,004
Closed -$308K – 1219
2021
Q3 		$308K Sell
2,004
-273
-12% -$40.6K 0.01% 816
2021
Q2 		$349K Sell
2,277
-513
-18% -$81K 0.01% 787
2021
Q1 		$412K Sell
2,790
-258
-8% -$37K 0.02% 735
2020
Q4 		$408K Sell
3,048
-332
-10% -$41.7K 0.01% 759
2020
Q3 		$382K Sell
3,380
-42
-1% -$5.1K 0.01% 793
2020
Q2 		$399K Buy
3,422
+235
+7% +$25K 0.01% 801
2020
Q1 		$282K Buy
3,187
+1,072
+51% +$123K 0.01% 852
2019
Q4 		$276K Buy
2,115
+221
+12% +$28.5K 0.01% 957
2019
Q3 		$241K Buy
1,894
+199
+12% +$24K ﹤0.01% 968
2019
Q2 		$203K Buy
+1,695
New +$210K ﹤0.01% 1067
2016
Q4 		– Sell
-3,789
Closed -$201K – 1033
2016
Q3 		$201K Buy
+3,789
New +$209K ﹤0.01% 871
2016
Q2 		– Sell
-4,827
Closed -$215K – 1065
2016
Q1 		$215K Buy
+4,827
New +$208K ﹤0.01% 904

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

Joel Greenblatt's PRI Position: Q2 2026 in Review

Joel Greenblatt increased its Primerica (PRI) stake by 22% in Q2 2026, buying an estimated $3M and bringing the position to 60,658 shares worth $17.2M. The position accounts for 0.04% of the portfolio, ranked #624.

Joel Greenblatt first reported a position in PRI in Q1 2016 and has held it in 26 quarters since. 522 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Joel Greenblatt held 60,658 shares of Primerica worth $17.2M as of Q2 2026.
  • Joel Greenblatt bought 10,981 Primerica shares in Q2 2026, an estimated $3M.
  • Primerica made up 0.04% of Joel Greenblatt's portfolio in Q2 2026, its #624 holding.
  • Joel Greenblatt first reported a position in Primerica in Q1 2016 and has held it in 26 quarters since.
  • 522 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.