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 Q1	$8.01M	Buy	+31,974	New	+$8.25M	0.35%	84

Other funds holding PRI

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Logan Capital Management's PRI Position: Q1 2026 in Review

Logan Capital Management sold out of Primerica (PRI) in Q1 2026, closing a stake of 31,885 shares — an estimated $8.22M sold.

Logan Capital Management first reported a position in PRI in Q4 2016 and held it in 37 quarters. The position peaked at $11.6M in Q3 2024. 506 funds tracked by Wall St. Rank hold PRI as of Q1 2026.

Logan Capital Management reported no remaining Primerica position as of Q1 2026 after selling out during the quarter.
Logan Capital Management sold 31,885 Primerica shares in Q1 2026, an estimated $8.22M.
Logan Capital Management first reported a position in Primerica in Q4 2016 and held it in 37 quarters.
Logan Capital Management's Primerica position peaked at $11.6M in Q3 2024.
506 funds tracked by Wall St. Rank held Primerica as of Q1 2026.

Based on Logan Capital Management's 13F filing for Q1 2026, filed 8 May 2026.