Mackenzie Financial
PRI icon

Mackenzie Financial’s Primerica PRI Stock Holding History

Mackenzie Financial’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 		$27M Buy
95,146
+44,321
+87% +$12.1M 0.03% 378
2026
Q1 		$12.7M Buy
+50,825
New +$13.1M 0.02% 483
2025
Q3 		– Sell
-4,676
Closed -$1.28M – 1812
2025
Q2 		$1.28M Hold
4,676
– – ﹤0.01% 953
2025
Q1 		$1.33M Buy
+4,676
New +$1.33M ﹤0.01% 896
2023
Q1 		– Sell
-3,983
Closed -$565K – 1595
2022
Q4 		$565K Buy
+3,983
New +$555K ﹤0.01% 891
2019
Q1 		– Sell
-72,414
Closed -$7.08M – 1295
2018
Q4 		$7.08M Buy
+72,414
New +$8.05M 0.02% 436

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

Mackenzie Financial's PRI Position: Q2 2026 in Review

Mackenzie Financial increased its Primerica (PRI) stake by 87% in Q2 2026, buying an estimated $12.1M and bringing the position to 95,146 shares worth $27M. The position accounts for 0.03% of the portfolio, ranked #378.

Mackenzie Financial first reported a position in PRI in Q4 2018 and has held it in 6 quarters since. 522 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Mackenzie Financial held 95,146 shares of Primerica worth $27M as of Q2 2026.
  • Mackenzie Financial bought 44,321 Primerica shares in Q2 2026, an estimated $12.1M.
  • Primerica made up 0.03% of Mackenzie Financial's portfolio in Q2 2026, its #378 holding.
  • Mackenzie Financial first reported a position in Primerica in Q4 2018 and has held it in 6 quarters since.
  • 522 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.