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Swiss Life Asset Management’s Primerica PRI Stock Holding History

Swiss Life Asset 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 		$855K Buy
3,008
+1,141
+61% +$312K ﹤0.01% 748
2026
Q1 		$468K Sell
1,867
-554
-23% -$143K ﹤0.01% 894
2025
Q4 		$625K Buy
2,421
+892
+58% +$233K ﹤0.01% 729
2025
Q3 		$424K Buy
1,529
+674
+79% +$181K ﹤0.01% 768
2025
Q2 		$234K Buy
+855
New +$227K ﹤0.01% 772

Other funds holding PRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Swiss Life Asset Management's PRI Position: Q2 2026 in Review

Swiss Life Asset Management increased its Primerica (PRI) stake by 61% in Q2 2026, buying an estimated $312K and bringing the position to 3,008 shares worth $855K. The position accounts for ﹤0.01% of the portfolio, ranked #748.

Swiss Life Asset Management first reported a position in PRI in Q2 2025 and has held it in 5 quarters since. 389 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Swiss Life Asset Management held 3,008 shares of Primerica worth $855K as of Q2 2026.
  • Swiss Life Asset Management bought 1,141 Primerica shares in Q2 2026, an estimated $312K.
  • Primerica made up ﹤0.01% of Swiss Life Asset Management's portfolio in Q2 2026, its #748 holding.
  • Swiss Life Asset Management first reported a position in Primerica in Q2 2025 and has held it in 5 quarters since.
  • 389 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.