Marshall Wace
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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
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

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Marshall Wace's PRI Position: Q1 2026 in Review

Marshall Wace sold out of Primerica (PRI) in Q1 2026, closing a stake of 1,586 shares — an estimated $410K sold.

Marshall Wace first reported a position in PRI in Q2 2014 and held it in 11 quarters. The position peaked at $17.4M in Q4 2016. 506 funds tracked by Wall St. Rank hold PRI as of Q1 2026.

  • Marshall Wace reported no remaining Primerica position as of Q1 2026 after selling out during the quarter.
  • Marshall Wace sold 1,586 Primerica shares in Q1 2026, an estimated $410K.
  • Marshall Wace first reported a position in Primerica in Q2 2014 and held it in 11 quarters.
  • Marshall Wace's Primerica position peaked at $17.4M in Q4 2016.
  • 506 funds tracked by Wall St. Rank held Primerica as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.