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Lyrical Asset Management’s Primerica PRI Stock Holding History

Lyrical Asset 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 		$138M Sell
484,835
-21,205
-4% -$5.8M 1.75% 26
2026
Q1 		$127M Sell
506,040
-35,287
-7% -$9.1M 1.93% 23
2025
Q4 		$140M Sell
541,327
-23,838
-4% -$6.22M 1.83% 26
2025
Q3 		$157M Buy
565,165
+45,825
+9% +$12.3M 2.21% 20
2025
Q2 		$142M Sell
519,340
-61,318
-11% -$16.3M 2.05% 20
2025
Q1 		$165M Sell
580,658
-6,909
-1% -$1.97M 2.51% 18
2024
Q4 		$159M Sell
587,567
-14,774
-2% -$4.19M 2.36% 20
2024
Q3 		$160M Sell
602,341
-40,167
-6% -$10.1M 2.33% 21
2024
Q2 		$152M Sell
642,508
-27,436
-4% -$6.22M 2.44% 20
2024
Q1 		$169M Buy
669,944
+6,161
+0.9% +$1.46M 2.52% 20
2023
Q4 		$137M Buy
663,783
+9,923
+2% +$2.03M 2.23% 22
2023
Q3 		$127M Sell
653,860
-10,803
-2% -$2.21M 2.4% 24
2023
Q2 		$131M Sell
664,663
-34,474
-5% -$6.33M 2.46% 19
2023
Q1 		$120M Buy
699,137
+697,636
+46,478% +$114M 2.35% 23
2022
Q4 		$185K Buy
+1,501
New +$209K ﹤0.01% 41
2022
Q3 		– Sell
-1,903
Closed -$228K – 42
2022
Q2 		$228K Buy
+1,903
New +$239K ﹤0.01% 38
2022
Q1 		– Sell
-1,336
Closed -$205K – 42
2021
Q4 		$205K Buy
+1,336
New +$212K ﹤0.01% 36

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

Lyrical Asset Management's PRI Position: Q2 2026 in Review

Lyrical Asset Management reduced its Primerica (PRI) stake by 4.2% in Q2 2026, selling an estimated $5.8M and leaving 484,835 shares worth $138M. The position accounts for 1.75% of the portfolio, ranked #26.

Lyrical Asset Management first reported a position in PRI in Q4 2021 and has held it in 17 quarters since. The position peaked at $169M in Q1 2024. 522 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Lyrical Asset Management held 484,835 shares of Primerica worth $138M as of Q2 2026.
  • Lyrical Asset Management sold 21,205 Primerica shares in Q2 2026, an estimated $5.8M.
  • Primerica made up 1.75% of Lyrical Asset Management's portfolio in Q2 2026, its #26 holding.
  • Lyrical Asset Management first reported a position in Primerica in Q4 2021 and has held it in 17 quarters since.
  • Lyrical Asset Management's Primerica position peaked at $169M in Q1 2024.
  • 522 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Lyrical Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.