MGWM
PRI icon

Marks Group Wealth Management’s Primerica PRI Stock Holding History

Marks Group Wealth 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 		$5.44M Sell
19,139
-6,764
-26% -$1.85M 0.47% 49
2026
Q1 		$6.49M Sell
25,903
-2,996
-10% -$773K 0.63% 51
2025
Q4 		$7.47M Sell
28,899
-3,286
-10% -$857K 0.71% 44
2025
Q3 		$8.93M Sell
32,185
-1,069
-3% -$287K 0.83% 36
2025
Q2 		$9.1M Buy
33,254
+653
+2% +$173K 0.85% 41
2025
Q1 		$9.28M Sell
32,601
-759
-2% -$216K 0.89% 27
2024
Q4 		$9.05M Sell
33,360
-1,656
-5% -$469K 0.89% 31
2024
Q3 		$9.28M Sell
35,016
-706
-2% -$178K 0.89% 34
2024
Q2 		$8.45M Buy
35,722
+210
+0.6% +$47.6K 0.89% 29
2024
Q1 		$8.98M Sell
35,512
-707
-2% -$167K 0.94% 29
2023
Q4 		$7.45M Sell
36,219
-967
-3% -$198K 0.85% 37
2023
Q3 		$7.21M Sell
37,186
-377
-1% -$77.2K 0.89% 31
2023
Q2 		$7.43M Sell
37,563
-10,131
-21% -$1.86M 0.88% 34
2023
Q1 		$8.21M Sell
47,694
-1,287
-3% -$211K 1.05% 12
2022
Q4 		$6.95M Sell
48,981
-622
-1% -$86.7K 0.95% 18
2022
Q3 		$6.12M Buy
49,603
+964
+2% +$122K 0.93% 28
2022
Q2 		$5.82M Buy
48,639
+5,586
+13% +$703K 0.84% 35
2022
Q1 		$5.89M Buy
43,053
+3,780
+10% +$537K 0.74% 54
2021
Q4 		$6.01M Buy
39,273
+1,091
+3% +$173K 0.73% 52
2021
Q3 		$5.88M Buy
38,182
+283
+0.7% +$42.1K 0.79% 43
2021
Q2 		$5.82M Sell
37,899
-256
-0.7% -$40.4K 0.8% 40
2021
Q1 		$5.64M Sell
38,155
-1,151
-3% -$165K 0.84% 36
2020
Q4 		$5.26M Buy
39,306
+54
+0.1% +$6.78K 0.82% 42
2020
Q3 		$4.44M Sell
39,252
-1,398
-3% -$170K 0.8% 53
2020
Q2 		$4.74M Sell
40,650
-387
-0.9% -$41.2K 0.96% 16
2020
Q1 		$3.62M Buy
41,037
+19,118
+87% +$2.19M 0.94% 53
2019
Q4 		$2.86M Buy
+21,919
New +$2.83M 0.56% 82

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

Marks Group Wealth Management's PRI Position: Q2 2026 in Review

Marks Group Wealth Management reduced its Primerica (PRI) stake by 26% in Q2 2026, selling an estimated $1.85M and leaving 19,139 shares worth $5.44M. The position accounts for 0.47% of the portfolio, ranked #49.

Marks Group Wealth Management first reported a position in PRI in Q4 2019 and has held it in 27 quarters since. The position peaked at $9.28M in Q3 2024. 526 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Marks Group Wealth Management held 19,139 shares of Primerica worth $5.44M as of Q2 2026.
  • Marks Group Wealth Management sold 6,764 Primerica shares in Q2 2026, an estimated $1.85M.
  • Primerica made up 0.47% of Marks Group Wealth Management's portfolio in Q2 2026, its #49 holding.
  • Marks Group Wealth Management first reported a position in Primerica in Q4 2019 and has held it in 27 quarters since.
  • Marks Group Wealth Management's Primerica position peaked at $9.28M in Q3 2024.
  • 526 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.