Westfield Capital Management
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Westfield Capital Management’s Primerica PRI Stock Holding History

Westfield Capital 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
Q1 		– Sell
-234,597
Closed -$60.6M – 277
2025
Q4 		$60.6M Sell
234,597
-22,177
-9% -$5.79M 0.25% 133
2025
Q3 		$71.3M Buy
256,774
+6,623
+3% +$1.78M 0.3% 98
2025
Q2 		$68.5M Sell
250,151
-26,074
-9% -$6.91M 0.29% 103
2025
Q1 		$78.6M Buy
276,225
+36,095
+15% +$10.3M 0.38% 79
2024
Q4 		$65.2M Buy
240,130
+46,121
+24% +$13.1M 0.28% 107
2024
Q3 		$51.4M Sell
194,009
-70,732
-27% -$17.9M 0.23% 134
2024
Q2 		$62.6M Buy
264,741
+36,091
+16% +$8.18M 0.31% 106
2024
Q1 		$57.8M Sell
228,650
-434
-0.2% -$103K 0.3% 120
2023
Q4 		$47.1M Buy
229,084
+9,198
+4% +$1.88M 0.27% 140
2023
Q3 		$42.7M Sell
219,886
-15,282
-6% -$3.13M 0.29% 130
2023
Q2 		$46.5M Buy
235,168
+20,816
+10% +$3.82M 0.3% 127
2023
Q1 		$36.9M Buy
214,352
+33,418
+18% +$5.48M 0.26% 136
2022
Q4 		$25.7M Buy
180,934
+8,057
+5% +$1.12M 0.2% 149
2022
Q3 		$21.3M Buy
+172,877
New +$21.9M 0.17% 164
2022
Q1 		– Sell
-195,459
Closed -$30M – 255
2021
Q4 		$30M Sell
195,459
-54,522
-22% -$8.65M 0.18% 151
2021
Q3 		$38.4M Buy
249,981
+31,039
+14% +$4.62M 0.23% 144
2021
Q2 		$33.5M Sell
218,942
-51,487
-19% -$8.13M 0.2% 149
2021
Q1 		$40M Buy
270,429
+6,817
+3% +$978K 0.25% 130
2020
Q4 		$35.3M Sell
263,612
-11,800
-4% -$1.48M 0.21% 150
2020
Q3 		$31.2M Sell
275,412
-16,190
-6% -$1.97M 0.2% 143
2020
Q2 		$34M Buy
291,602
+147,992
+103% +$15.7M 0.23% 124
2020
Q1 		$12.7M Buy
+143,610
New +$16.4M 0.11% 167

Other funds holding PRI

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Westfield Capital Management's PRI Position: Q1 2026 in Review

Westfield Capital Management sold out of Primerica (PRI) in Q1 2026, closing a stake of 234,597 shares — an estimated $60.6M sold.

Westfield Capital Management first reported a position in PRI in Q1 2020 and held it in 22 quarters. The position peaked at $78.6M in Q1 2025. 508 funds tracked by Wall St. Rank hold PRI as of Q1 2026.

  • Westfield Capital Management reported no remaining Primerica position as of Q1 2026 after selling out during the quarter.
  • Westfield Capital Management sold 234,597 Primerica shares in Q1 2026, an estimated $60.6M.
  • Westfield Capital Management first reported a position in Primerica in Q1 2020 and held it in 22 quarters.
  • Westfield Capital Management's Primerica position peaked at $78.6M in Q1 2025.
  • 508 funds tracked by Wall St. Rank held Primerica as of Q1 2026.

Based on Westfield Capital Management's 13F filing for Q1 2026, filed 11 May 2026.