Oliver Lagore Vanvalin Investment Group’s Primerica PRI Stock Holding History

Oliver Lagore Vanvalin Investment Group’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 Q2	$4.84K	Buy	+17	New	+$4.51K	﹤0.01%	501
2024 Q4	$4.61K	Hold	17	–	–	﹤0.01%	529
2024 Q3	$4.51K	Hold	17	–	–	﹤0.01%	513
2024 Q2	$4.02K	Hold	17	–	–	﹤0.01%	527
2024 Q1	$4.3K	Hold	17	–	–	﹤0.01%	530
2023 Q4	$3.5K	Hold	17	–	–	﹤0.01%	572
2023 Q3	$3.3K	Buy	+17	New	+$3.48K	﹤0.01%	620

Other funds holding PRI

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's PRI Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Primerica (PRI) in Q2 2025: 17 shares worth $4.84K. The stake represents ﹤0.01% of the portfolio and ranks #501 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in PRI as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in PRI in Q3 2023 and has held it in 7 quarters since. 517 funds tracked by Wall St. Rank hold PRI as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 17 shares of Primerica worth $4.84K as of Q2 2025.
Primerica was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
Primerica made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #501 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Primerica in Q3 2023 and has held it in 7 quarters since.
517 funds tracked by Wall St. Rank held Primerica as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.