MML Investors Services
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MML Investors Services’s Primerica PRI Stock Holding History

MML Investors Services’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 		$225K Sell
899
-208
-19% -$53.6K ﹤0.01% 2757
2025
Q4 		$286K Buy
1,107
+70
+7% +$18.3K ﹤0.01% 2660
2025
Q3 		$288K Sell
1,037
-2,430
-70% -$652K ﹤0.01% 2559
2025
Q2 		$949K Buy
3,467
+2,450
+241% +$649K ﹤0.01% 1695
2025
Q1 		$289K Buy
1,017
+142
+16% +$40.5K ﹤0.01% 2334
2024
Q4 		$237K Sell
875
-7
-0.8% -$1.99K ﹤0.01% 2404
2024
Q3 		$234K Sell
882
-40
-4% -$10.1K ﹤0.01% 2334
2024
Q2 		$218K Sell
922
-52
-5% -$11.8K ﹤0.01% 2301
2024
Q1 		$246K Sell
974
-95
-9% -$22.5K ﹤0.01% 2240
2023
Q4 		$220K Buy
+1,069
New +$218K ﹤0.01% 2260
2022
Q1 		– Sell
-1,323
Closed -$203K – 2123
2021
Q4 		$203K Buy
+1,323
New +$210K ﹤0.01% 1919

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 $5.7T 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 $245B 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