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New York Life Investment Management’s Primerica PRI Stock Holding History

New York Life Investment 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
Q2 		$1.19M Buy
4,199
+237
+6% +$64.8K 0.01% 658
2026
Q1 		$992K Buy
3,962
+1,035
+35% +$267K 0.01% 672
2025
Q4 		$756K Sell
2,927
-422
-13% -$110K 0.01% 663
2025
Q3 		$930K Sell
3,349
-108
-3% -$29K 0.01% 674
2025
Q2 		$946K Sell
3,457
-110
-3% -$29.2K 0.01% 656
2025
Q1 		$1.01M Sell
3,567
-7
-0.2% -$1.99K 0.01% 644
2024
Q4 		$970K Sell
3,574
-451
-11% -$128K 0.01% 663
2024
Q3 		$1.07M Sell
4,025
-231
-5% -$58.3K 0.01% 684
2024
Q2 		$1.01M Buy
4,256
+387
+10% +$87.8K 0.01% 679
2024
Q1 		$979K Sell
3,869
-223
-5% -$52.7K 0.01% 677
2023
Q4 		$842K Buy
4,092
+248
+6% +$50.7K 0.01% 699
2023
Q3 		$746K Buy
3,844
+2,015
+110% +$413K 0.01% 689
2023
Q2 		$362K Buy
+1,829
New +$336K ﹤0.01% 1136

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 $3.38T AUM 44.17% 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

New York Life Investment Management's PRI Position: Q2 2026 in Review

New York Life Investment Management increased its Primerica (PRI) stake by 6% in Q2 2026, buying an estimated $64.8K and bringing the position to 4,199 shares worth $1.19M. The position accounts for 0.01% of the portfolio, ranked #658.

New York Life Investment Management first reported a position in PRI in Q2 2023 and has held it in 13 quarters since. 527 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • New York Life Investment Management held 4,199 shares of Primerica worth $1.19M as of Q2 2026.
  • New York Life Investment Management bought 237 Primerica shares in Q2 2026, an estimated $64.8K.
  • Primerica made up 0.01% of New York Life Investment Management's portfolio in Q2 2026, its #658 holding.
  • New York Life Investment Management first reported a position in Primerica in Q2 2023 and has held it in 13 quarters since.
  • 527 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on New York Life Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.