Ritholtz Wealth Management’s Primerica PRI Stock Holding History

Ritholtz Wealth 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	$3.84M	Sell	13,499 -300	-2%	-$82.1K	0.06%	241
2026 Q1	$3.46M	Sell	13,799 -2,727	-17%	-$703K	0.06%	243
2025 Q4	$4.27M	Sell	16,526 -702	-4%	-$183K	0.08%	174
2025 Q3	$4.78M	Buy	17,228 +12,382	+256%	+$3.32M	0.09%	142
2025 Q2	$1.33M	Buy	4,846 +2,480	+105%	+$657K	0.03%	398
2025 Q1	$673K	Buy	+2,366	New	+$674K	0.02%	505
2022 Q4	–	Sell	-33,159	Closed	-$4.09M	–	705
2022 Q3	$4.09M	Hold	33,159	–	–	0.22%	61
2022 Q2	$3.97M	Buy	+33,159	New	+$4.17M	0.25%	48

Other funds holding PRI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Ritholtz Wealth Management's PRI Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its Primerica (PRI) stake by 2.2% in Q2 2026, selling an estimated $82.1K and leaving 13,499 shares worth $3.84M. The position accounts for 0.06% of the portfolio, ranked #241.

Ritholtz Wealth Management first reported a position in PRI in Q2 2022 and has held it in 8 quarters since. The position peaked at $4.78M in Q3 2025. 522 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

Ritholtz Wealth Management held 13,499 shares of Primerica worth $3.84M as of Q2 2026.
Ritholtz Wealth Management sold 300 Primerica shares in Q2 2026, an estimated $82.1K.
Primerica made up 0.06% of Ritholtz Wealth Management's portfolio in Q2 2026, its #241 holding.
Ritholtz Wealth Management first reported a position in Primerica in Q2 2022 and has held it in 8 quarters since.
Ritholtz Wealth Management's Primerica position peaked at $4.78M in Q3 2025.
522 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.