TPI
PRI icon

Trust Point Inc’s Primerica PRI Stock Holding History

Trust Point Inc’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 		$207K Buy
+727
New +$199K 0.02% 446
2025
Q1 		– Sell
-1,923
Closed -$522K – 542
2024
Q4 		$522K Buy
1,923
+386
+25% +$109K 0.04% 284
2024
Q3 		$408K Buy
1,537
+2
+0.1% +$505 0.03% 322
2024
Q2 		$363K Sell
1,535
-189
-11% -$42.9K 0.03% 327
2024
Q1 		$436K Buy
1,724
+78
+5% +$18.4K 0.03% 316
2023
Q4 		$339K Buy
+1,646
New +$336K 0.03% 366

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

Trust Point Inc's PRI Position: Q2 2026 in Review

Trust Point Inc opened a new position in Primerica (PRI) in Q2 2026: 727 shares worth $207K. The stake represents 0.02% of the portfolio and ranks #446 among its holdings. This is a return to the name: Trust Point Inc previously reported a position in PRI as recently as Q4 2024.

Trust Point Inc first reported a position in PRI in Q4 2023 and has held it in 6 quarters since. The position peaked at $522K in Q4 2024. 525 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Trust Point Inc held 727 shares of Primerica worth $207K as of Q2 2026.
  • Primerica was a new Trust Point Inc position in Q2 2026.
  • Primerica made up 0.02% of Trust Point Inc's portfolio in Q2 2026, its #446 holding.
  • Trust Point Inc first reported a position in Primerica in Q4 2023 and has held it in 6 quarters since.
  • Trust Point Inc's Primerica position peaked at $522K in Q4 2024.
  • 525 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.