Marquette Asset Management’s Primerica PRI Stock Holding History

Marquette 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	$2.27K	Hold	8	–	–	﹤0.01%	574
2026 Q1	$2K	Buy	+8	New	+$2.06K	﹤0.01%	546

Other funds holding PRI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

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

Marquette Asset Management held its Primerica (PRI) position steady in Q2 2026 at 8 shares worth $2.27K. The position accounts for ﹤0.01% of the portfolio, ranked #574.

Marquette Asset Management first reported a position in PRI in Q1 2026 and has held it in 2 quarters since. 522 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

Marquette Asset Management held 8 shares of Primerica worth $2.27K as of Q2 2026.
Marquette Asset Management left its Primerica share count unchanged in Q2 2026.
Primerica made up ﹤0.01% of Marquette Asset Management's portfolio in Q2 2026, its #574 holding.
Marquette Asset Management first reported a position in Primerica in Q1 2026 and has held it in 2 quarters since.
522 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Marquette Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.