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Logan Capital Management’s Primerica PRI Stock Holding History

Logan Capital 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
-31,974
Closed -$8.01M – 640
2026
Q1 		$8.01M Buy
+31,974
New +$8.25M 0.35% 84

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

Logan Capital Management's PRI Position: Q2 2026 in Review

Logan Capital Management opened a new position in Primerica (PRI) in Q2 2026: 31,815 shares worth $9.04M. The stake represents 0.34% of the portfolio and ranks #81 among its holdings. This is a return to the name: Logan Capital Management previously reported a position in PRI as recently as Q4 2025.

Logan Capital Management first reported a position in PRI in Q4 2016 and has held it in 38 quarters since. The position peaked at $11.6M in Q3 2024. 526 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Logan Capital Management held 31,815 shares of Primerica worth $9.04M as of Q2 2026.
  • Primerica was a new Logan Capital Management position in Q2 2026.
  • Primerica made up 0.34% of Logan Capital Management's portfolio in Q2 2026, its #81 holding.
  • Logan Capital Management first reported a position in Primerica in Q4 2016 and has held it in 38 quarters since.
  • Logan Capital Management's Primerica position peaked at $11.6M in Q3 2024.
  • 526 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

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