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Leavell Investment Management’s Primerica PRI Stock Holding History

Leavell Investment Management’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 		– Sell
-890
Closed -$223K – 649
2026
Q1 		$223K Hold
890
– – 0.01% 576
2025
Q4 		$230K Hold
890
– – 0.01% 555
2025
Q3 		$247K Sell
890
-279
-24% -$74.9K 0.01% 533
2025
Q2 		$320K Sell
1,169
-123
-10% -$32.6K 0.01% 481
2025
Q1 		$368K Buy
1,292
+163
+14% +$46.4K 0.02% 435
2024
Q4 		$306K Hold
1,129
– – 0.02% 459
2024
Q3 		$299K Hold
1,129
– – 0.01% 464
2024
Q2 		$267K Buy
+1,129
New +$256K 0.01% 451

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

Leavell Investment Management's PRI Position: Q2 2026 in Review

Leavell Investment Management sold out of Primerica (PRI) in Q2 2026, closing a stake of 890 shares — an estimated $223K sold.

Leavell Investment Management first reported a position in PRI in Q2 2024 and held it in 8 quarters. The position peaked at $368K in Q1 2025. 522 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Leavell Investment Management reported no remaining Primerica position as of Q2 2026 after selling out during the quarter.
  • Leavell Investment Management sold 890 Primerica shares in Q2 2026, an estimated $223K.
  • Leavell Investment Management first reported a position in Primerica in Q2 2024 and held it in 8 quarters.
  • Leavell Investment Management's Primerica position peaked at $368K in Q1 2025.
  • 522 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.