Principal Financial Group’s Primerica PRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $20.1M | Sell |
70,813
-428
| -0.6% | -$117K | 0.01% | 983 |
|
|
2026
Q1 | $17.8M | Buy |
71,241
+2,553
| +4% | +$658K | 0.01% | 987 |
|
|
2025
Q4 | $17.7M | Sell |
68,688
-3,275
| -5% | -$854K | 0.01% | 968 |
|
|
2025
Q3 | $20M | Sell |
71,963
-2,548
| -3% | -$684K | 0.01% | 867 |
|
|
2025
Q2 | $20.4M | Sell |
74,511
-2,269
| -3% | -$601K | 0.01% | 829 |
|
|
2025
Q1 | $21.8M | Buy |
76,780
+283
| +0.4% | +$80.6K | 0.01% | 776 |
|
|
2024
Q4 | $20.8M | Sell |
76,497
-1,918
| -2% | -$544K | 0.01% | 829 |
|
|
2024
Q3 | $20.8M | Sell |
78,415
-36,189
| -32% | -$9.14M | 0.01% | 817 |
|
|
2024
Q2 | $27.1M | Sell |
114,604
-103,720
| -48% | -$23.5M | 0.02% | 698 |
|
|
2024
Q1 | $55.2M | Buy |
218,324
+10,354
| +5% | +$2.45M | 0.03% | 451 |
|
|
2023
Q4 | $42.8M | Sell |
207,970
-4,488
| -2% | -$917K | 0.03% | 496 |
|
|
2023
Q3 | $41.2M | Sell |
212,458
-29,273
| -12% | -$5.99M | 0.03% | 474 |
|
|
2023
Q2 | $47.8M | Sell |
241,731
-8,799
| -4% | -$1.62M | 0.03% | 438 |
|
|
2023
Q1 | $43.2M | Sell |
250,530
-7,652
| -3% | -$1.25M | 0.03% | 470 |
|
|
2022
Q4 | $36.6M | Buy |
258,182
+59,394
| +30% | +$8.27M | 0.03% | 513 |
|
|
2022
Q3 | $24.5M | Buy |
198,788
+47,096
| +31% | +$5.97M | 0.02% | 649 |
|
|
2022
Q2 | $18.2M | Buy |
151,692
+2,496
| +2% | +$314K | 0.01% | 897 |
|
|
2022
Q1 | $20.4M | Buy |
149,196
+4,234
| +3% | +$601K | 0.01% | 885 |
|
|
2021
Q4 | $22.2M | Sell |
144,962
-1,932
| -1% | -$306K | 0.01% | 883 |
|
|
2021
Q3 | $22.6M | Sell |
146,894
-2,690
| -2% | -$400K | 0.01% | 849 |
|
|
2021
Q2 | $22.9M | Buy |
149,584
+4,043
| +3% | +$638K | 0.01% | 870 |
|
|
2021
Q1 | $21.5M | Buy |
145,541
+22,162
| +18% | +$3.18M | 0.02% | 853 |
|
|
2020
Q4 | $16.5M | Sell |
123,379
-1,127
| -0.9% | -$142K | 0.01% | 912 |
|
|
2020
Q3 | $14.1M | Sell |
124,506
-9,701
| -7% | -$1.18M | 0.01% | 868 |
|
|
2020
Q2 | $15.6M | Buy |
134,207
+2,347
| +2% | +$250K | 0.01% | 778 |
|
|
2020
Q1 | $11.7M | Sell |
131,860
-53,543
| -29% | -$6.12M | 0.01% | 817 |
|
|
2019
Q4 | $24.2M | Sell |
185,403
-2,573
| -1% | -$332K | 0.02% | 669 |
|
|
2019
Q3 | $23.9M | Sell |
187,976
-2,380
| -1% | -$287K | 0.02% | 644 |
|
|
2019
Q2 | $22.8M | Sell |
190,356
-95
| -0% | -$11.8K | 0.02% | 681 |
|
|
2019
Q1 | $23.3M | Sell |
190,451
-2,463
| -1% | -$284K | 0.02% | 669 |
|
|
2018
Q4 | $18.8M | Sell |
192,914
-6,016
| -3% | -$669K | 0.02% | 740 |
|
|
2018
Q3 | $24M | Buy |
198,930
+42
| +0% | +$4.87K | 0.02% | 742 |
|
|
2018
Q2 | $19.8M | Buy |
198,888
+2,436
| +1% | +$238K | 0.02% | 832 |
|
|
2018
Q1 | $19M | Buy |
196,452
+5,546
| +3% | +$557K | 0.02% | 817 |
|
|
2017
Q4 | $19.4M | Sell |
190,906
-3,068
| -2% | -$292K | 0.02% | 843 |
|
|
2017
Q3 | $15.8M | Sell |
193,974
-2,085
| -1% | -$163K | 0.02% | 957 |
|
|
2017
Q2 | $14.9M | Sell |
196,059
-24,049
| -11% | -$1.89M | 0.01% | 973 |
|
|
2017
Q1 | $18.1M | Buy |
220,108
+5,135
| +2% | +$400K | 0.02% | 783 |
|
|
2016
Q4 | $14.9M | Sell |
214,973
-153,604
| -42% | -$9.77M | 0.02% | 902 |
|
|
2016
Q3 | $19.5M | Buy |
368,577
+10,605
| +3% | +$586K | 0.03% | 669 |
|
|
2016
Q2 | $20.5M | Buy |
357,972
+3,038
| +0.9% | +$158K | 0.03% | 599 |
|
|
2016
Q1 | $15.8M | Buy |
354,934
+6,744
| +2% | +$291K | 0.02% | 711 |
|
|
2015
Q4 | $16.4M | Sell |
348,190
-27,038
| -7% | -$1.32M | 0.02% | 656 |
|
|
2015
Q3 | $16.9M | Buy |
375,228
+3,506
| +0.9% | +$153K | 0.03% | 613 |
|
|
2015
Q2 | $17M | Buy |
371,722
+17,359
| +5% | +$811K | 0.03% | 659 |
|
|
2015
Q1 | $18M | Buy |
354,363
+208,807
| +143% | +$10.8M | 0.03% | 593 |
|
|
2014
Q4 | $7.9M | Sell |
145,556
-2,530
| -2% | -$129K | 0.01% | 1125 |
|
|
2014
Q3 | $7.14M | Buy |
148,086
+6,034
| +4% | +$292K | 0.01% | 1127 |
|
|
2014
Q2 | $6.8M | Sell |
142,052
-3,962
| -3% | -$182K | 0.01% | 1206 |
|
|
2014
Q1 | $6.88M | Buy |
146,014
+6,745
| +5% | +$300K | 0.01% | 1160 |
|
|
2013
Q4 | $5.98M | Buy |
139,269
+1,937
| +1% | +$82.1K | 0.01% | 1235 |
|
|
2013
Q3 | $5.54M | Buy |
137,332
+21,504
| +19% | +$852K | 0.01% | 1205 |
|
|
2013
Q2 | $4.34M | Buy |
+115,828
| New | +$4M | 0.01% | 1292 |
|
Other funds holding PRI
BWA
Principal Financial Group's PRI Position: Q2 2026 in Review
Principal Financial Group reduced its Primerica (PRI) stake by 0.6% in Q2 2026, selling an estimated $117K and leaving 70,813 shares worth $20.1M. The position accounts for 0.01% of the portfolio, ranked #983.
Principal Financial Group first reported a position in PRI in Q2 2013 and has held it in 53 quarters since. The position peaked at $55.2M in Q1 2024. 522 funds tracked by Wall St. Rank hold PRI as of Q2 2026.
- Principal Financial Group held 70,813 shares of Primerica worth $20.1M as of Q2 2026.
- Principal Financial Group sold 428 Primerica shares in Q2 2026, an estimated $117K.
- Primerica made up 0.01% of Principal Financial Group's portfolio in Q2 2026, its #983 holding.
- Principal Financial Group first reported a position in Primerica in Q2 2013 and has held it in 53 quarters since.
- Principal Financial Group's Primerica position peaked at $55.2M in Q1 2024.
- 522 funds tracked by Wall St. Rank held Primerica as of Q2 2026.
Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.