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Redwood Investment Management’s Primerica PRI Stock Holding History

Redwood 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 		$1.16M Buy
+4,086
New +$1.12M 0.12% 170
2026
Q1 		– Sell
-4,232
Closed -$1.09M – 329
2025
Q4 		$1.09M Sell
4,232
-90
-2% -$23.5K 0.12% 167
2025
Q3 		$1.2M Sell
4,322
-707
-14% -$190K 0.13% 166
2025
Q2 		$1.38M Buy
+5,029
New +$1.33M 0.15% 155
2025
Q1 		– Sell
-5,270
Closed -$1.43M – 351
2024
Q4 		$1.43M Sell
5,270
-819
-13% -$232K 0.14% 183
2024
Q3 		$1.6M Buy
6,089
+240
+4% +$60.6K 0.14% 189
2024
Q2 		$1.42M Sell
5,849
-77
-1% -$17.5K 0.12% 190
2024
Q1 		$1.5M Sell
5,926
-919
-13% -$217K 0.14% 225
2023
Q4 		$1.41M Sell
6,845
-1,326
-16% -$271K 0.13% 200
2023
Q3 		$1.58M Buy
+8,171
New +$1.67M 0.14% 206
2021
Q3 		– Sell
-1,874
Closed -$287K – 297
2021
Q2 		$287K Sell
1,874
-3,980
-68% -$628K 0.05% 244
2021
Q1 		$865K Sell
5,854
-549
-9% -$78.7K 0.16% 189
2020
Q4 		$858K Buy
6,403
+157
+3% +$19.7K 0.14% 169
2020
Q3 		$707K Buy
+6,246
New +$759K 0.18% 171
2020
Q2 		– Sell
-6,462
Closed -$572K – 264
2020
Q1 		$572K Buy
+6,462
New +$739K 0.36% 110

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

Redwood Investment Management's PRI Position: Q2 2026 in Review

Redwood Investment Management opened a new position in Primerica (PRI) in Q2 2026: 4,086 shares worth $1.16M. The stake represents 0.12% of the portfolio and ranks #170 among its holdings. This is a return to the name: Redwood Investment Management previously reported a position in PRI as recently as Q4 2025.

Redwood Investment Management first reported a position in PRI in Q1 2020 and has held it in 15 quarters since. The position peaked at $1.6M in Q3 2024. 527 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Redwood Investment Management held 4,086 shares of Primerica worth $1.16M as of Q2 2026.
  • Primerica was a new Redwood Investment Management position in Q2 2026.
  • Primerica made up 0.12% of Redwood Investment Management's portfolio in Q2 2026, its #170 holding.
  • Redwood Investment Management first reported a position in Primerica in Q1 2020 and has held it in 15 quarters since.
  • Redwood Investment Management's Primerica position peaked at $1.6M in Q3 2024.
  • 527 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Redwood Investment Management's 13F filing for Q2 2026, filed 17 Aug 2026.