WCM Investment Management
PRI icon

WCM Investment Management’s Primerica PRI Stock Holding History

WCM 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 		$17.6M Sell
61,372
-639
-1% -$175K 0.03% 111
2026
Q1 		$15.3M Sell
62,011
-1,389
-2% -$358K 0.04% 112
2025
Q4 		$16.5M Buy
63,400
+2,209
+4% +$576K 0.03% 114
2025
Q3 		$16.9M Sell
61,191
-184
-0.3% -$49.4K 0.04% 111
2025
Q2 		$16.5M Buy
61,375
+3,439
+6% +$911K 0.04% 115
2025
Q1 		$16.4M Sell
57,936
-18,181
-24% -$5.18M 0.04% 100
2024
Q4 		$20.5M Sell
76,117
-977
-1% -$277K 0.05% 88
2024
Q3 		$20.3M Sell
77,094
-4,421
-5% -$1.12M 0.05% 96
2024
Q2 		$19.3M Buy
81,515
+1,201
+1% +$272K 0.05% 101
2024
Q1 		$20.3M Buy
80,314
+568
+0.7% +$134K 0.05% 95
2023
Q4 		$16.5M Sell
79,746
-14,637
-16% -$2.99M 0.05% 111
2023
Q3 		$18.4M Buy
94,383
+2,076
+2% +$425K 0.05% 82
2023
Q2 		$18.4M Buy
92,307
+5,624
+6% +$1.03M 0.06% 83
2023
Q1 		$14.9M Sell
86,683
-25,662
-23% -$4.21M 0.05% 100
2022
Q4 		$15.9M Sell
112,345
-2,974
-3% -$414K 0.05% 85
2022
Q3 		$14.3M Buy
115,319
+2,723
+2% +$345K 0.05% 86
2022
Q2 		$13.4M Buy
112,596
+23,716
+27% +$2.98M 0.05% 92
2022
Q1 		$12.2M Buy
88,880
+13,682
+18% +$1.94M 0.03% 118
2021
Q4 		$11.5M Buy
75,198
+5,495
+8% +$871K 0.03% 123
2021
Q3 		$10.7M Buy
69,703
+494
+0.7% +$73.5K 0.02% 121
2021
Q2 		$10.6M Buy
69,209
+2,642
+4% +$417K 0.03% 118
2021
Q1 		$9.84M Buy
66,567
+729
+1% +$105K 0.03% 113
2020
Q4 		$8.82M Buy
65,838
+188
+0.3% +$23.6K 0.02% 122
2020
Q3 		$7.43M Buy
65,650
+1,677
+3% +$204K 0.03% 114
2020
Q2 		$7.46M Buy
63,973
+1,864
+3% +$198K 0.03% 94
2020
Q1 		$5.5M Buy
62,109
+17,382
+39% +$1.99M 0.03% 99
2019
Q4 		$5.84M Buy
44,727
+32,618
+269% +$4.21M 0.03% 86
2019
Q3 		$1.54M Sell
12,109
-15
-0.1% -$1.81K 0.01% 89
2019
Q2 		$1.45M Sell
12,124
-256
-2% -$31.7K 0.01% 98
2019
Q1 		$1.51M Buy
+12,380
New +$1.43M 0.01% 91

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

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

WCM Investment Management reduced its Primerica (PRI) stake by 1% in Q2 2026, selling an estimated $175K and leaving 61,372 shares worth $17.6M. The position accounts for 0.03% of the portfolio, ranked #111.

WCM Investment Management first reported a position in PRI in Q1 2019 and has held it in 30 quarters since. The position peaked at $20.5M in Q4 2024. 522 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • WCM Investment Management held 61,372 shares of Primerica worth $17.6M as of Q2 2026.
  • WCM Investment Management sold 639 Primerica shares in Q2 2026, an estimated $175K.
  • Primerica made up 0.03% of WCM Investment Management's portfolio in Q2 2026, its #111 holding.
  • WCM Investment Management first reported a position in Primerica in Q1 2019 and has held it in 30 quarters since.
  • WCM Investment Management's Primerica position peaked at $20.5M in Q4 2024.
  • 522 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

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