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Primerica shares owned by Mosaic Family Wealth Partners

Quarter-by-quarter ownership of Primerica (PRI) shares owned by Mosaic Family Wealth Partners from 13F filings

Historical chart of Mosaic Family Wealth Partners investment in Primerica

Tip: Access up to 7 years of quarterly data

All positions including Primerica held by Mosaic Family Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Primerica by Mosaic Family Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $207k 727 284.20

More positions owned by Mosaic Family Wealth Partners

Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us Larg Valu Etf (DFLV)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Us Small Cap Etf (DFSV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Apple (AAPL)
Spdr Series Trust St Str P500etf (SPYM)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Mosaic Family Wealth Partners

Top funds holding Primerica

Kayne Anderson Rudnick Investment Management
BlackRock
FMR
Vanguard Portfolio Management
Vanguard Capital Management
Bank Of Montreal
State Street Corporation
Brave Warrior Advisors
Geode Capital Management
Bamco
Fiduciary Management
Dimensional Fund Advisors
First Trust Advisors
Lyrical Asset Management
Agf Management

View all funds holding Primerica