P
PRI icon

&Partners’s Primerica PRI Stock Holding History

&Partners’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 		$5.73M Buy
20,132
+820
+4% +$224K 0.02% 552
2026
Q1 		$4.84M Buy
19,312
+361
+2% +$93.1K 0.02% 532
2025
Q4 		$4.9M Buy
18,951
+1,606
+9% +$419K 0.03% 506
2025
Q3 		$4.82M Buy
17,345
+578
+3% +$155K 0.03% 431
2025
Q2 		$4.57M Buy
16,767
+945
+6% +$250K 0.04% 390
2025
Q1 		$4.48M Buy
15,822
+707
+5% +$201K 0.05% 320
2024
Q4 		$4.18M Buy
15,115
+13,351
+757% +$3.79M 0.05% 308
2024
Q3 		$468K Buy
1,764
+77
+5% +$19.4K 0.01% 901
2024
Q2 		$399K Buy
+1,687
New +$383K 0.02% 619

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 $3.37T AUM 44.26% 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

&Partners's PRI Position: Q2 2026 in Review

&Partners increased its Primerica (PRI) stake by 4.2% in Q2 2026, buying an estimated $224K and bringing the position to 20,132 shares worth $5.73M. The position accounts for 0.02% of the portfolio, ranked #552.

&Partners first reported a position in PRI in Q2 2024 and has held it in 9 quarters since. 525 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • &Partners held 20,132 shares of Primerica worth $5.73M as of Q2 2026.
  • &Partners bought 820 Primerica shares in Q2 2026, an estimated $224K.
  • Primerica made up 0.02% of &Partners's portfolio in Q2 2026, its #552 holding.
  • &Partners first reported a position in Primerica in Q2 2024 and has held it in 9 quarters since.
  • 525 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.