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Moran Wealth Management’s Primerica PRI Stock Holding History

Moran 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
2026
Q1 		– Sell
-20,522
Closed -$5.3M – 543
2025
Q4 		$5.3M Buy
20,522
+12,881
+169% +$3.36M 0.16% 190
2025
Q3 		$2.12M Buy
+7,641
New +$2.05M 0.06% 275

Other funds holding PRI

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Moran Wealth Management's PRI Position: Q1 2026 in Review

Moran Wealth Management sold out of Primerica (PRI) in Q1 2026, closing a stake of 20,522 shares — an estimated $5.3M sold.

Moran Wealth Management first reported a position in PRI in Q3 2025 and held it in 2 quarters. The position peaked at $5.3M in Q4 2025. 510 funds tracked by Wall St. Rank hold PRI as of Q1 2026.

  • Moran Wealth Management reported no remaining Primerica position as of Q1 2026 after selling out during the quarter.
  • Moran Wealth Management sold 20,522 Primerica shares in Q1 2026, an estimated $5.3M.
  • Moran Wealth Management first reported a position in Primerica in Q3 2025 and held it in 2 quarters.
  • Moran Wealth Management's Primerica position peaked at $5.3M in Q4 2025.
  • 510 funds tracked by Wall St. Rank held Primerica as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.