Mercer Global Advisors
PRI icon

Mercer Global Advisors’s Primerica PRI Stock Holding History

Mercer Global Advisors’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 		$1.78M Buy
6,255
+1,876
+43% +$513K ﹤0.01% 1412
2026
Q1 		$1.1M Buy
4,379
+382
+10% +$98.5K ﹤0.01% 1515
2025
Q4 		$1.03M Sell
3,997
-721
-15% -$188K ﹤0.01% 1432
2025
Q3 		$1.31M Buy
4,718
+3,095
+191% +$831K ﹤0.01% 1244
2025
Q2 		$444K Sell
1,623
-37
-2% -$9.81K ﹤0.01% 1620
2025
Q1 		$472K Buy
1,660
+496
+43% +$141K ﹤0.01% 1505
2024
Q4 		$316K Buy
1,164
+269
+30% +$76.3K ﹤0.01% 1708
2024
Q3 		$238K Sell
895
-34
-4% -$8.59K ﹤0.01% 1719
2024
Q2 		$220K Buy
929
+22
+2% +$4.99K ﹤0.01% 1743
2024
Q1 		$229K Sell
907
-69
-7% -$16.3K ﹤0.01% 1708
2023
Q4 		$201K Buy
+976
New +$199K ﹤0.01% 1849
2021
Q3 		– Sell
-1,316
Closed -$202K – 1804
2021
Q2 		$202K Buy
+1,316
New +$208K ﹤0.01% 1565

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

Mercer Global Advisors's PRI Position: Q2 2026 in Review

Mercer Global Advisors increased its Primerica (PRI) stake by 43% in Q2 2026, buying an estimated $513K and bringing the position to 6,255 shares worth $1.78M. The position accounts for ﹤0.01% of the portfolio, ranked #1412.

Mercer Global Advisors first reported a position in PRI in Q2 2021 and has held it in 12 quarters since. 522 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Mercer Global Advisors held 6,255 shares of Primerica worth $1.78M as of Q2 2026.
  • Mercer Global Advisors bought 1,876 Primerica shares in Q2 2026, an estimated $513K.
  • Primerica made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1412 holding.
  • Mercer Global Advisors first reported a position in Primerica in Q2 2021 and has held it in 12 quarters since.
  • 522 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.