ZIM
PRI icon

Zacks Investment Management’s Primerica PRI Stock Holding History

Zacks 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 		$4.92M Buy
17,327
+1,135
+7% +$310K 0.04% 251
2026
Q1 		$4.06M Buy
16,192
+802
+5% +$207K 0.03% 254
2025
Q4 		$3.98M Sell
15,390
-100
-0.6% -$26.1K 0.03% 260
2025
Q3 		$4.3M Buy
15,490
+28
+0.2% +$7.52K 0.03% 235
2025
Q2 		$4.23M Buy
15,462
+48
+0.3% +$12.7K 0.04% 230
2025
Q1 		$4.39M Buy
15,414
+423
+3% +$121K 0.04% 228
2024
Q4 		$4.07M Buy
14,991
+356
+2% +$101K 0.04% 244
2024
Q3 		$3.88M Sell
14,635
-334
-2% -$84.4K 0.03% 248
2024
Q2 		$3.54M Buy
14,969
+639
+4% +$145K 0.04% 216
2024
Q1 		$3.62M Buy
14,330
+1,457
+11% +$345K 0.04% 242
2023
Q4 		$2.65M Sell
12,873
-1,039
-7% -$212K 0.03% 255
2023
Q3 		$2.7M Sell
13,912
-703
-5% -$144K 0.04% 237
2023
Q2 		$2.89M Buy
14,615
+5,000
+52% +$918K 0.04% 235
2023
Q1 		$1.66M Buy
+9,615
New +$1.58M 0.02% 303
2014
Q4 		– Sell
-6,324
Closed -$305K – 724
2014
Q3 		$305K Hold
6,324
– – 0.01% 509
2014
Q2 		$303K Buy
6,324
+645
+11% +$29.6K 0.01% 566
2014
Q1 		$268K Buy
+5,679
New +$252K 0.01% 557

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

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

Zacks Investment Management increased its Primerica (PRI) stake by 7% in Q2 2026, buying an estimated $310K and bringing the position to 17,327 shares worth $4.92M. The position accounts for 0.04% of the portfolio, ranked #251.

Zacks Investment Management first reported a position in PRI in Q1 2014 and has held it in 17 quarters since. 527 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Zacks Investment Management held 17,327 shares of Primerica worth $4.92M as of Q2 2026.
  • Zacks Investment Management bought 1,135 Primerica shares in Q2 2026, an estimated $310K.
  • Primerica made up 0.04% of Zacks Investment Management's portfolio in Q2 2026, its #251 holding.
  • Zacks Investment Management first reported a position in Primerica in Q1 2014 and has held it in 17 quarters since.
  • 527 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

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