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Whittier Trust’s Primerica PRI Stock Holding History

Whittier Trust’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 		$102K Hold
341
– – ﹤0.01% 748
2026
Q1 		$86.5K Hold
341
– – ﹤0.01% 742
2025
Q4 		$88.9K Hold
341
– – ﹤0.01% 751
2025
Q3 		$95.1K Buy
+341
New +$91.5K ﹤0.01% 720
2024
Q4 		– Sell
-157
Closed -$41.6K – 1594
2024
Q3 		$41.6K Hold
157
– – ﹤0.01% 958
2024
Q2 		$37.1K Hold
157
– – ﹤0.01% 966
2024
Q1 		$39.7K Hold
157
– – ﹤0.01% 982
2023
Q4 		$32.3K Hold
157
– – ﹤0.01% 999
2023
Q3 		$30.5K Hold
157
– – ﹤0.01% 1029
2023
Q2 		$31K Hold
157
– – ﹤0.01% 1029
2023
Q1 		$27K Hold
157
– – ﹤0.01% 1088
2022
Q4 		$22.3K Hold
157
– – ﹤0.01% 1123
2022
Q3 		$19K Buy
+157
New +$19.9K ﹤0.01% 1195

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

Whittier Trust's PRI Position: Q2 2026 in Review

Whittier Trust held its Primerica (PRI) position steady in Q2 2026 at 341 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #748.

Whittier Trust first reported a position in PRI in Q3 2022 and has held it in 13 quarters since. 526 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Whittier Trust held 341 shares of Primerica worth $102K as of Q2 2026.
  • Whittier Trust left its Primerica share count unchanged in Q2 2026.
  • Primerica made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #748 holding.
  • Whittier Trust first reported a position in Primerica in Q3 2022 and has held it in 13 quarters since.
  • 526 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.