Universal-Beteiligungs- und Servicegesellschaft’s Primerica PRI Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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	$3.59M	Sell	12,646 -420	-3%	-$115K	0.01%	1062
2026 Q1	$3.27M	Sell	13,066 -3,422	-21%	-$883K	0.01%	1056
2025 Q4	$4.28M	Buy	16,488 +4,201	+34%	+$1.1M	0.01%	945
2025 Q3	$3.41M	Buy	12,287 +2,948	+32%	+$791K	0.01%	1054
2025 Q2	$2.56M	Buy	9,339 +625	+7%	+$166K	﹤0.01%	1112
2025 Q1	$2.48M	Buy	+8,714	New	+$2.48M	0.01%	1083

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 $3.38T AUM 44.17% 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

Universal-Beteiligungs- und Servicegesellschaft's PRI Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft reduced its Primerica (PRI) stake by 3.2% in Q2 2026, selling an estimated $115K and leaving 12,646 shares worth $3.59M. The position accounts for 0.01% of the portfolio, ranked #1062.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in PRI in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.28M in Q4 2025. 527 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

Universal-Beteiligungs- und Servicegesellschaft held 12,646 shares of Primerica worth $3.59M as of Q2 2026.
Universal-Beteiligungs- und Servicegesellschaft sold 420 Primerica shares in Q2 2026, an estimated $115K.
Primerica made up 0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #1062 holding.
Universal-Beteiligungs- und Servicegesellschaft first reported a position in Primerica in Q1 2025 and has held it in 6 quarters since.
Universal-Beteiligungs- und Servicegesellschaft's Primerica position peaked at $4.28M in Q4 2025.
527 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.