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 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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

New York Life Investment Management's PRI Position: Q1 2026 in Review

New York Life Investment Management increased its Primerica (PRI) stake by 35% in Q1 2026, buying an estimated $267K and bringing the position to 3,962 shares worth $992K. The position accounts for 0.01% of the portfolio, ranked #672.

New York Life Investment Management first reported a position in PRI in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.07M in Q3 2024. 506 funds tracked by Wall St. Rank hold PRI as of Q1 2026.

New York Life Investment Management held 3,962 shares of Primerica worth $992K as of Q1 2026.
New York Life Investment Management bought 1,035 Primerica shares in Q1 2026, an estimated $267K.
Primerica made up 0.01% of New York Life Investment Management's portfolio in Q1 2026, its #672 holding.
New York Life Investment Management first reported a position in Primerica in Q2 2023 and has held it in 12 quarters since.
New York Life Investment Management's Primerica position peaked at $1.07M in Q3 2024.
506 funds tracked by Wall St. Rank held Primerica as of Q1 2026.

Based on New York Life Investment Management's 13F filing for Q1 2026, filed 7 May 2026.