MGB Wealth Management’s Primerica PRI Stock Holding History

MGB Wealth 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
2025 Q4	$813K	Buy	3,143 +1	+0%	+$261	0.23%	90
2025 Q3	$871K	Hold	3,142	–	–	0.25%	87
2025 Q2	$857K	Sell	3,142 -332	-10%	-$88K	0.28%	86
2025 Q1	$987K	Buy	3,474 +204	+6%	+$58.1K	0.36%	74
2024 Q4	$885K	Hold	3,270	–	–	0.27%	77
2024 Q3	$865K	Hold	3,270	–	–	0.31%	77
2024 Q2	$788K	Hold	3,270	–	–	0.29%	81
2024 Q1	$828K	Hold	3,270	–	–	0.34%	73
2023 Q4	$673K	Buy	+3,270	New	+$668K	0.34%	82

Other funds holding PRI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

MGB Wealth Management's PRI Position: Q4 2025 in Review

MGB Wealth Management increased its Primerica (PRI) stake by 0.03% in Q4 2025, buying an estimated $261 and bringing the position to 3,143 shares worth $813K. The position accounts for 0.23% of the portfolio, ranked #90.

MGB Wealth Management first reported a position in PRI in Q4 2023 and has held it in 9 quarters since. The position peaked at $987K in Q1 2025. 513 funds tracked by Wall St. Rank hold PRI as of Q4 2025.

MGB Wealth Management held 3,143 shares of Primerica worth $813K as of Q4 2025.
MGB Wealth Management bought 1 Primerica share in Q4 2025, an estimated $261.
Primerica made up 0.23% of MGB Wealth Management's portfolio in Q4 2025, its #90 holding.
MGB Wealth Management first reported a position in Primerica in Q4 2023 and has held it in 9 quarters since.
MGB Wealth Management's Primerica position peaked at $987K in Q1 2025.
513 funds tracked by Wall St. Rank held Primerica as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.