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Copeland Capital Management, LLC → PRI
Copeland Capital Management, LLC PRI Position History
Primerica, Inc. • Financial Services
Quarters held
15
Latest value
$2.1M
Q3 2026
Peak value
$15.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $15.2M |
| Q3 2025 | $8.4M |
| Q3 2025 | $3.2M |
| Q4 2025 | $14.5M |
| Q4 2025 | $6.5M |
| Q4 2025 | $2.5M |
| Q1 2026 | $13.5M |
| Q1 2026 | $6.6M |
| Q1 2026 | $2.6M |
| Q2 2026 | $13.8M |
| Q2 2026 | $8M |
| Q2 2026 | $2.6M |
| Q3 2026 | $13.4M |
| Q3 2026 | $7.3M |
| Q3 2026 | $2.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.1M | 7.7K | — | — |
| Q3 2026 | $7.3M | 26.8K | — | — |
| Q3 2026 | $13.4M | 49.2K | — | — |
| Q2 2026 | $2.6M | 9.2K | — | — |
| Q2 2026 | $8M | 28.3K | — | — |
| Q2 2026 | $13.8M | 48.7K | — | — |
| Q1 2026 | $2.6M | 10.6K | — | — |
| Q1 2026 | $6.6M | 26.2K | — | — |
| Q1 2026 | $13.5M | 53.9K | — | — |
| Q4 2025 | $2.5M | 9.8K | — | — |
| Q4 2025 | $6.5M | 25.3K | — | — |
| Q4 2025 | $14.5M | 56.1K | — | — |
| Q3 2025 | $3.2M | 11.7K | — | — |
| Q3 2025 | $8.4M | 30.4K | — | — |
| Q3 2025 | $15.2M | 54.7K | — | — |
Other funds holding PRI
$509.7M
$447.1M
$434.9M
$427.9M
$410.5M
$387.2M
$370.5M