World Investment Advisors’s Primerica PRI Stock Holding History

World Investment Advisors’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	$2.11M	Sell	8,418 -200	-2%	-$54.7K	0.03%	459
2026 Q1	$2.16M	Buy	8,618 +784	+10%	+$202K	0.03%	459
2025 Q4	$2.02M	Buy	7,834 +152	+2%	+$39.7K	0.03%	467
2025 Q3	$2.13M	Buy	7,682 +165	+2%	+$44.3K	0.04%	384
2025 Q2	$2.06M	Buy	7,517 +2,479	+49%	+$657K	0.05%	372
2025 Q1	$1.43M	Buy	5,038 +89	+2%	+$25.4K	0.04%	419
2024 Q4	$1.34M	Buy	+4,949	New	+$1.4M	0.04%	412

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 $3.37T AUM 44.26% 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

World Investment Advisors's PRI Position: Q2 2026 in Review

World Investment Advisors reduced its Primerica (PRI) stake by 2.3% in Q2 2026, selling an estimated $54.7K and leaving 8,418 shares worth $2.11M. The position accounts for 0.03% of the portfolio, ranked #459.

World Investment Advisors first reported a position in PRI in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.16M in Q1 2026. 525 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

World Investment Advisors held 8,418 shares of Primerica worth $2.11M as of Q2 2026.
World Investment Advisors sold 200 Primerica shares in Q2 2026, an estimated $54.7K.
Primerica made up 0.03% of World Investment Advisors's portfolio in Q2 2026, its #459 holding.
World Investment Advisors first reported a position in Primerica in Q4 2024 and has held it in 7 quarters since.
World Investment Advisors's Primerica position peaked at $2.16M in Q1 2026.
525 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.