MassMutual Private Wealth & Trust
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MassMutual Private Wealth & Trust’s Primerica PRI Stock Holding History

MassMutual Private Wealth & Trust’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
Q3 		$12.3K Sell
45
-38
-46% -$11.4K ﹤0.01% 1248
2026
Q2 		$23.6K Sell
83
-8
-9% -$2.19K ﹤0.01% 1059
2026
Q1 		$22.8K Buy
91
+9
+11% +$2.32K ﹤0.01% 1046
2025
Q4 		$21.2K Sell
82
-2
-2% -$522 ﹤0.01% 1091
2025
Q3 		$23.3K Hold
84
– – ﹤0.01% 1054
2025
Q2 		$23K Sell
84
-1
-1% -$265 ﹤0.01% 1054
2025
Q1 		$24.2K Hold
85
– – ﹤0.01% 957
2024
Q4 		$23.1K Buy
85
+1
+1% +$284 ﹤0.01% 961
2024
Q3 		$22.3K Buy
84
+2
+2% +$505 ﹤0.01% 872
2024
Q2 		$19.4K Sell
82
-10
-11% -$2.27K ﹤0.01% 871
2024
Q1 		$23.3K Sell
92
-1
-1% -$237 ﹤0.01% 791
2023
Q4 		$19.1K Sell
93
-1
-1% -$204 ﹤0.01% 827
2023
Q3 		$18.2K Sell
94
-14
-13% -$2.87K ﹤0.01% 828
2023
Q2 		$21.4K Buy
108
+21
+24% +$3.86K ﹤0.01% 745
2023
Q1 		$15K Buy
87
+43
+98% +$7.05K ﹤0.01% 811
2022
Q4 		$6K Sell
44
-3
-6% -$418 ﹤0.01% 953
2022
Q3 		$6K Sell
47
-9
-16% -$1.14K ﹤0.01% 898
2022
Q2 		$7K Buy
56
+51
+1,020% +$6.41K ﹤0.01% 804
2022
Q1 		$1K Buy
+5
New +$710 ﹤0.01% 1398
2021
Q3 		– Sell
-11
Closed -$2K – 1318
2021
Q2 		$2K Buy
+11
New +$1.74K ﹤0.01% 1044
2019
Q1 		– Sell
-18
Closed -$1.76K – 953
2018
Q4 		$1.76K Hold
18
– – ﹤0.01% 850
2018
Q3 		$2.17K Hold
18
– – ﹤0.01% 819
2018
Q2 		$1.79K Hold
18
– – ﹤0.01% 898
2018
Q1 		$1.74K Buy
+18
New +$1.81K ﹤0.01% 847
2016
Q2 		– Sell
-472
Closed -$24.5K – 897
2016
Q1 		$21K Buy
+472
New +$20.4K ﹤0.01% 447

Other funds holding PRI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Academy Capital Management
Academy Capital Management Waco, Texas $743M AUM 12.3% 1-Year Est. Return
PhiloSmith Capital
PhiloSmith Capital Stamford, Connecticut $362M AUM 0.8% 1-Year Est. Return

MassMutual Private Wealth & Trust's PRI Position: Q3 2026 in Review

MassMutual Private Wealth & Trust reduced its Primerica (PRI) stake by 46% in Q3 2026, selling an estimated $11.4K and leaving 45 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1248.

MassMutual Private Wealth & Trust first reported a position in PRI in Q1 2016 and has held it in 25 quarters since. The position peaked at $24.2K in Q1 2025. 301 funds tracked by Wall St. Rank hold PRI as of Q3 2026.

  • MassMutual Private Wealth & Trust held 45 shares of Primerica worth $12.3K as of Q3 2026.
  • MassMutual Private Wealth & Trust sold 38 Primerica shares in Q3 2026, an estimated $11.4K.
  • Primerica made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #1248 holding.
  • MassMutual Private Wealth & Trust first reported a position in Primerica in Q1 2016 and has held it in 25 quarters since.
  • MassMutual Private Wealth & Trust's Primerica position peaked at $24.2K in Q1 2025.
  • 301 funds tracked by Wall St. Rank held Primerica as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.