Marshall Wace’s Primerica PRI Stock Holding History

Marshall Wace’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	$307K	Buy	+1,080	New	+$295K	﹤0.01%	2711
2026 Q1	–	Sell	-1,586	Closed	-$410K	–	3585
2025 Q4	$410K	Buy	+1,586	New	+$414K	﹤0.01%	2319
2025 Q1	–	Sell	-4,531	Closed	-$1.23M	–	3001
2024 Q4	$1.23M	Buy	+4,531	New	+$1.28M	﹤0.01%	1637
2021 Q1	–	Sell	-20,738	Closed	-$2.78M	–	2783
2020 Q4	$2.78M	Sell	20,738 -29,619	-59%	-$3.72M	0.02%	805
2020 Q3	$5.7M	Buy	50,357 +6,696	+15%	+$814K	0.04%	472
2020 Q2	$5.09M	Sell	43,661 -68,331	-61%	-$7.27M	0.04%	464
2020 Q1	$9.91M	Buy	111,992 +107,080	+2,180%	+$12.2M	0.1%	214
2019 Q4	$641K	Buy	4,912 +261	+6%	+$33.7K	﹤0.01%	1095
2019 Q3	$592K	Buy	+4,651	New	+$561K	﹤0.01%	1063
2017 Q1	–	Sell	-252,134	Closed	-$17.4M	–	656
2016 Q4	$17.4M	Buy	+252,134	New	+$16M	0.11%	216
2015 Q3	–	Sell	-238,146	Closed	-$10.9M	–	1024
2015 Q2	$10.9M	Buy	+238,146	New	+$11.1M	0.14%	165
2014 Q3	–	Sell	-7,500	Closed	-$359K	–	1008
2014 Q2	$359K	Buy	+7,500	New	+$344K	0.01%	703

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

Marshall Wace's PRI Position: Q2 2026 in Review

Marshall Wace opened a new position in Primerica (PRI) in Q2 2026: 1,080 shares worth $307K. The stake represents ﹤0.01% of the portfolio and ranks #2711 among its holdings. This is a return to the name: Marshall Wace previously reported a position in PRI as recently as Q4 2025.

Marshall Wace first reported a position in PRI in Q2 2014 and has held it in 12 quarters since. The position peaked at $17.4M in Q4 2016. 525 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

Marshall Wace held 1,080 shares of Primerica worth $307K as of Q2 2026.
Primerica was a new Marshall Wace position in Q2 2026.
Primerica made up ﹤0.01% of Marshall Wace's portfolio in Q2 2026, its #2711 holding.
Marshall Wace first reported a position in Primerica in Q2 2014 and has held it in 12 quarters since.
Marshall Wace's Primerica position peaked at $17.4M in Q4 2016.
525 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.