Primerica, Inc.
PRI- Exchange
- NYSE
- Industry
- Life Insurance
- SEC CIK
- 0001475922
In the last 90 days, Primerica, Inc. insiders filed 0 open-market purchases and 3 sales; 528 institutions reported holding it in 13F filings for Q2 2026, worth $8.30B in total; no superinvestor holds it.
13F holders, Q3 2021
Institutional positions in Primerica, Inc. as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 309
- −3 vs. Q2 2021
- Shares held
- 35.6M
- +96.9K (+0.3%) vs. Q2 2021
- Total value
- $5.47B
- +$33.1M (+0.6%) vs. Q2 2021
- New holders
- 24
- 105 more added
- Sold out
- 27
- 108 more reduced
7 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PRI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 528 | $8.30B |
| Q1 2026 | 512 | $7.44B |
| Q4 2025 | 515 | $7.73B |
| Q3 2025 | 499 | $8.31B |
| Q2 2025 | 519 | $8.33B |
| Q1 2025 | 512 | $8.74B |
| Q4 2024 | 491 | $8.26B |
| Q3 2024 | 452 | $8.19B |
| Q2 2024 | 410 | $7.49B |
| Q1 2024 | 400 | $7.97B |
| Q4 2023 | 396 | $6.51B |
| Q3 2023 | 368 | $6.29B |
| Q2 2023 | 363 | $6.52B |
| Q1 2023 | 352 | $5.73B |
| Q4 2022 | 320 | $4.74B |
| Q3 2022 | 300 | $4.20B |
| Q2 2022 | 313 | $4.10B |
| Q1 2022 | 323 | $4.76B |
| Q4 2021 | 337 | $5.44B |
| Q3 2021 | 309 | $5.47B |
| Q2 2021 | 319 | $5.46B |
| Q1 2021 | 322 | $5.27B |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding Primerica, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Glassman Wealth Services | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 8 | $1.00K | 0.00% | +8 | New |
| Central Trust Co | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 13 | $2.00K | 0.00% | +3+30.0% | Added |
| Versant Capital Management, Inc | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 15 | $2.00K | 0.00% | +7+87.5% | Added |
| IFP Advisors, Inc | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 15 | $2.00K | 0.00% | +15 | New |
| Bell Investment Advisors, Inc | 10 | $2.00K | 0.00% | +10 | New |
| Financial Management Professionals, Inc. | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 21 | $3.00K | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 22 | $3.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 24 | $4.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 26 | $4.00K | 0.00% | −3−10.3% | Reduced |
| NEXT Financial Group, Inc | 30 | $5.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 35 | $5.00K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 38 | $6.00K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 36 | $6.00K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 48 | $7.37K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 57 | $9.00K | 0.00% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 56 | $9.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 59 | $9.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 66 | $9.00K | 0.00% | +20+43.5% | Added |
| Farmers & Merchants Investments Inc | 62 | $10.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 71 | $11.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 73 | $11.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 80 | $12.0K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 80 | $12.0K | 0.00% | +44+122.2% | Added |
| First Horizon Advisors, Inc. | 92 | $14.0K | 0.00% | +49+114.0% | Added |
| Cordasco Financial Network | 96 | $15.0K | 0.01% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 98 | $15.0K | 0.00% | +98 | New |
| C M Bidwell & Associates Ltd | 103 | $16.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 123 | $19.0K | 0.00% | 00.0% | Unchanged |
| First Mercantile Trust Co | 131 | $20.0K | 0.00% | −7−5.1% | Reduced |
| US Bancorp | 132 | $20.0K | 0.00% | +2+1.5% | Added |
| Huntington National Bank | 137 | $21.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 139 | $21.4K | 0.00% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 141 | $22.0K | 0.00% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 150 | $23.0K | 0.00% | +150 | New |
| Lazard Asset Management LLC | 161 | $24.0K | 0.00% | −2,138−93.0% | Reduced |
| Berman Capital Advisors, LLC | 168 | $25.0K | 0.00% | +68+68.0% | Added |
| Spire Wealth Management | 169 | $26.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 173 | $27.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 176 | $27.0K | 0.00% | +13+8.0% | Added |
| Signaturefd, LLC | 214 | $33.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 234 | $36.0K | 0.00% | −5−2.1% | Reduced |
| Harvest Fund Management Co., Ltd | 330 | $50.0K | 0.01% | 00.0% | Unchanged |
| Kings Point Capital Management | 327 | $50.0K | 0.00% | +327 | New |
| Private Capital Group, LLC | 342 | $53.0K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 400 | $61.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 396 | $61.0K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 450 | $69.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 455 | $70.0K | 0.05% | −42−8.5% | Reduced |
| FourThought Financial, LLC | 479 | $73.0K | 0.01% | −7−1.4% | Reduced |
| Walleye Trading LLC | 567 | $87.0K | 0.00% | +376+196.9% | Added |
| HM Payson & Co | 587 | $90.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 728 | $111.0K | 0.06% | +327+81.5% | Added |
| Vaughan Nelson Investment Management, L.P. | 733 | $113.0K | 0.00% | +733 | New |
| Van Eck Associates Corp | 767 | $118.0K | 0.00% | +285+59.1% | Added |
| Riverview Trust Co | 825 | $127.0K | 0.13% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 887 | $136.0K | 0.00% | −16−1.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 929 | $143.0K | 0.00% | +595+178.1% | Added |
| Ci Investments Inc. | 1,076 | $165.0K | 0.00% | +20+1.9% | Added |
| True Link Financial Advisors, LLC | – | $207.0K | 0.03% | – | – |
| X-Square Capital, LLC | 1,384 | $213.0K | 0.11% | +1,384 | New |
| Ruane, Cunniff & Goldfarb L.P. | 1,400 | $215.0K | 0.00% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 1,440 | $222.0K | 0.01% | 00.0% | Unchanged |
| XTX Topco Ltd | 1,485 | $228.0K | 0.08% | +1,485 | New |
| Verition Fund Management LLC | 1,502 | $231.0K | 0.00% | +193+14.7% | Added |
| Full Sail Capital, LLC | 1,511 | $232.0K | 0.02% | 00.0% | Unchanged |
| Meritage Portfolio Management | 1,518 | $233.0K | 0.01% | +1,518 | New |
| CWM Advisors, LLC | 1,518 | $233.0K | 0.03% | +1,518 | New |
| Voya Financial Advisors, Inc. | 1,503 | $234.0K | 0.03% | +82+5.8% | Added |
| Ifrah Financial Services, Inc. | 1,568 | $241.0K | 0.07% | +2+0.1% | Added |
| D. E. Shaw & Co., Inc. | 1,574 | $242.0K | 0.00% | −100−6.0% | Reduced |
| PFS Investments Inc. | 1,379 | $242.0K | 0.01% | +1,379 | New |
| Oppenheimer Asset Management Inc. | 1,580 | $243.0K | 0.00% | −64−3.9% | Reduced |
| CIBC Asset Management Inc | 1,587 | $244.0K | 0.00% | +137+9.4% | Added |
| Wellington Shields Capital Management, LLC | 1,600 | $246.0K | 0.03% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 1,660 | $255.0K | 0.01% | +21+1.3% | Added |
| World Asset Management Inc | 1,758 | $270.0K | 0.03% | −15−0.8% | Reduced |
| Wealth Alliance | 1,814 | $279.0K | 0.06% | +10+0.6% | Added |
| GPS Wealth Strategies Group, LLC | 1,898 | $292.0K | 0.07% | +11+0.6% | Added |
| American Portfolios Advisors | 1,924 | $295.6K | 0.01% | +94+5.1% | Added |
| First Hawaiian Bank | 1,941 | $298.0K | 0.01% | −14−0.7% | Reduced |
| First Citizens Bank & Trust Co | 1,995 | $306.0K | 0.01% | +332+20.0% | Added |
| Utah Retirement Systems | 2,000 | $307.0K | 0.00% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 2,004 | $308.0K | 0.01% | −273−12.0% | Reduced |
| Captrust Financial Advisors | 2,027 | $311.0K | 0.00% | +1,048+107.0% | Added |
| Sheaff Brock Investment Advisors, LLC | 2,045 | $314.0K | 0.03% | +2,045 | New |
| Financial & Tax Architects, LLC | 2,100 | $322.6K | 0.15% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,103 | $323.0K | 0.01% | −1,456−40.9% | Reduced |
| Northwest Bancshares, Inc. | 2,130 | $327.0K | 0.07% | −40−1.8% | Reduced |
| Profund Advisors LLC | 2,187 | $336.0K | 0.01% | −206−8.6% | Reduced |
| Shelton Capital Management | 2,232 | $343.0K | 0.01% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 2,243 | $345.0K | 0.04% | +10.0% | Added |
| Innovative Portfolios LLC | 2,255 | $346.0K | 1.96% | +415+22.6% | Added |
| Jackson Creek Investment Advisors LLC | 2,273 | $349.0K | 0.13% | −81−3.4% | Reduced |
| Ergoteles LLC | 2,300 | $353.0K | 0.01% | −6,500−73.9% | Reduced |