Legal & General Group
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Legal & General Group’s Privia Health PRVA Stock Holding History

Legal & General Group’s Portfolio PRVA Stock Details PRVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.2M Sell
252,986
-22,065
-8% -$497K ﹤0.01% 1482
2025
Q4 		$6.52M Sell
275,051
-17,850
-6% -$434K ﹤0.01% 1418
2025
Q3 		$7.29M Buy
292,901
+9,693
+3% +$209K ﹤0.01% 1368
2025
Q2 		$6.51M Buy
283,208
+8,223
+3% +$190K ﹤0.01% 1412
2025
Q1 		$6.17M Sell
274,985
-9,497
-3% -$221K ﹤0.01% 1420
2024
Q4 		$5.56M Buy
284,482
+3,494
+1% +$69.2K ﹤0.01% 1526
2024
Q3 		$5.12M Sell
280,988
-4,535
-2% -$86.5K ﹤0.01% 1564
2024
Q2 		$4.96M Sell
285,523
-44,052
-13% -$780K ﹤0.01% 1528
2024
Q1 		$6.46M Buy
329,575
+2,846
+0.9% +$60.1K ﹤0.01% 1386
2023
Q4 		$7.52M Sell
326,729
-21,229
-6% -$475K ﹤0.01% 1301
2023
Q3 		$8M Buy
347,958
+12,596
+4% +$320K ﹤0.01% 1179
2023
Q2 		$8.76M Buy
335,362
+230,261
+219% +$6.08M ﹤0.01% 1166
2023
Q1 		$2.9M Buy
105,101
+1,679
+2% +$44.3K ﹤0.01% 1705
2022
Q4 		$2.35M Buy
103,422
+26,306
+34% +$732K ﹤0.01% 1805
2022
Q3 		$2.63M Buy
77,116
+53,972
+233% +$2M ﹤0.01% 1716
2022
Q2 		$674K Buy
23,144
+1,129
+5% +$28.7K ﹤0.01% 2278
2022
Q1 		$588K Buy
22,015
+14,304
+186% +$338K ﹤0.01% 2353
2021
Q4 		$199K Buy
7,711
+5,173
+204% +$129K ﹤0.01% 2728
2021
Q3 		$60K Buy
2,538
+93
+4% +$3.25K ﹤0.01% 2935
2021
Q2 		$109K Buy
+2,445
New +$90.2K ﹤0.01% 2704

Other funds holding PRVA

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
RF
Rubicon Founders Nashville, Tennessee $138M AUM 61.96% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return