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, Q1 2022
Institutional positions in Primerica, Inc. as of Mar 31, 2022. 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
- 323
- −10 vs. Q4 2021
- Shares held
- 34.9M
- −614.2K (−1.7%) vs. Q4 2021
- Total value
- $4.76B
- −$682.9M (−12.5%) vs. Q4 2021
- New holders
- 39
- 120 more added
- Sold out
- 49
- 104 more reduced
4 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Primerica, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Allworth Financial LP | 2 | $0 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 2 | $0 | 0.00% | +2 | New |
| Denali Advisors LLC | 6 | $1.00K | 0.00% | −4−40.0% | Reduced |
| Versant Capital Management, Inc | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 4 | $1.00K | 0.00% | +4 | New |
| Massmutual Trust Co FSB | 5 | $1.00K | 0.00% | +5 | New |
| Disciplined Investments, LLC | 7 | $1.00K | 0.00% | +7 | New |
| Concord Wealth Partners | 8 | $1.00K | 0.00% | +8 | New |
| Financial Management Professionals, Inc. | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 11 | $2.00K | 0.00% | −4−26.7% | Reduced |
| Cordant, Inc. | 17 | $2.00K | 0.00% | +17 | New |
| First Horizon Advisors, Inc. | 22 | $3.00K | 0.00% | −74−77.1% | Reduced |
| Aua Capital Management, LLC | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 21 | $3.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 22 | $3.00K | 0.00% | +12+120.0% | Added |
| Fieldpoint Private Securities, LLC | 30 | $4.00K | 0.00% | −5−14.3% | Reduced |
| Lindbrook Capital, LLC | 30 | $4.00K | 0.00% | +14+87.5% | Added |
| Parkside Financial Bank & Trust | 29 | $4.00K | 0.00% | +29 | New |
| EverSource Wealth Advisors, LLC | 32 | $4.00K | 0.00% | +32 | New |
| Rocky Mountain Advisers, LLC | 38 | $5.00K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 36 | $5.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 44 | $6.00K | 0.00% | +4+10.0% | Added |
| Zullo Investment Group, Inc. | 41 | $6.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 43 | $6.00K | 0.00% | +17+65.4% | Added |
| Federation des caisses Desjardins du Quebec | 49 | $6.70K | 0.00% | +3+6.5% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 56 | $8.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 59 | $8.00K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 73 | $9.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 80 | $10.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 75 | $10.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 75 | $10.0K | 0.00% | +4+5.6% | Added |
| Carolinas Wealth Consulting LLC | 70 | $10.0K | 0.00% | −3−4.1% | Reduced |
| Washington Trust Advisors, Inc. | 77 | $11.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 87 | $12.0K | 0.00% | −36−29.3% | Reduced |
| Cordasco Financial Network | 96 | $13.0K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 92 | $13.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 69 | $13.0K | 0.00% | +62+885.7% | Added |
| Rockefeller Capital Management L.P. | 103 | $13.0K | 0.00% | +85+472.2% | Added |
| C M Bidwell & Associates Ltd | 103 | $14.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 113 | $15.0K | 0.00% | −42−27.1% | Reduced |
| Alaethes Wealth LLC | 117 | $16.0K | 0.01% | +117 | New |
| Lazard Asset Management LLC | 161 | $22.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 169 | $23.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 173 | $24.0K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 178 | $24.0K | 0.01% | +178 | New |
| Nomura Asset Management Co Ltd | 190 | $26.0K | 0.00% | +190 | New |
| Huntington National Bank | 205 | $28.0K | 0.00% | +5+2.5% | Added |
| Parallel Advisors, LLC | 229 | $32.0K | 0.00% | −9−3.8% | Reduced |
| Covestor Ltd | 255 | $35.0K | 0.02% | +109+74.7% | Added |
| National Bank of Canada | 282 | $39.0K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 295 | $40.0K | 0.02% | 00.0% | Unchanged |
| Kings Point Capital Management | 327 | $45.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 340 | $47.0K | 0.01% | −18−5.0% | Reduced |
| City State Bank | 343 | $47.0K | 0.03% | 00.0% | Unchanged |
| Private Capital Group, LLC | 342 | $47.0K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 400 | $55.0K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 420 | $57.0K | 0.00% | +192+84.2% | Added |
| Assetmark, Inc | 422 | $58.0K | 0.00% | +154+57.5% | Added |
| Wolff Wiese Magana LLC | 449 | $61.0K | 0.04% | −6−1.3% | Reduced |
| First Manhattan Co | 450 | $61.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 486 | $66.0K | 0.00% | −14−2.8% | Reduced |
| HM Payson & Co | 528 | $72.0K | 0.00% | +528 | New |
| TD Private Client Wealth LLC | 568 | $77.7K | 0.00% | +433+320.7% | Added |
| Meeder Asset Management Inc | 600 | $82.0K | 0.00% | +600 | New |
| Okabena Investment Services Inc | 677 | $93.0K | 0.04% | 00.0% | Unchanged |
| United Community Bank | 744 | $101.8K | 0.10% | 00.0% | Unchanged |
| Riverview Trust Co | 825 | $113.0K | 0.08% | 00.0% | Unchanged |
| O'Dell Group, LLC | 824 | $113.0K | 0.03% | +824 | New |
| MUFG Americas Holdings Corp | 955 | $131.0K | 0.00% | 00.0% | Unchanged |
| Van Eck Associates Corp | 956 | $131.0K | 0.00% | +132+16.0% | Added |
| Ci Investments Inc. | 965 | $132.0K | 0.00% | −140−12.7% | Reduced |
| TD Waterhouse Canada Inc. | 1,105 | $154.1K | 0.00% | +350+46.4% | Added |
| Jane Street Group, LLC | 1,499 | $205.0K | 0.00% | −2,027−57.5% | Reduced |
| Laurel Wealth Advisors, Inc. | 1,502 | $206.0K | 0.02% | −105−6.5% | Reduced |
| PFS Investments Inc. | 1,509 | $206.0K | 0.00% | +1,509 | New |
| Summit Trail Advisors, LLC | 1,520 | $208.0K | 0.02% | +1,520 | New |
| Wellington Shields Capital Management, LLC | 110,256 | $219.0K | 0.02% | +110,256 | New |
| Wealth Alliance | 1,610 | $220.0K | 0.04% | −139−7.9% | Reduced |
| Umb Bank N A | 1,608 | $220.0K | 0.00% | 00.0% | Unchanged |
| Ifrah Financial Services, Inc. | 1,624 | $222.0K | 0.06% | +19+1.2% | Added |
| ExodusPoint Capital Management, LP | 1,657 | $227.0K | 0.00% | +1,657 | New |
| Guggenheim Capital LLC | 1,677 | $229.0K | 0.00% | −614−26.8% | Reduced |
| CIBC Asset Management Inc | 1,680 | $230.0K | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 1,709 | $234.0K | 0.03% | +76+4.7% | Added |
| Meritage Portfolio Management | 1,741 | $238.0K | 0.01% | +142+8.9% | Added |
| Neuberger Berman Group LLC | 1,836 | $252.0K | 0.00% | −27,327−93.7% | Reduced |
| Oppenheimer Asset Management Inc. | 1,873 | $256.0K | 0.00% | +321+20.7% | Added |
| Northeast Financial Consultants Inc | 1,912 | $262.0K | 0.02% | +1,912 | New |
| Financial & Tax Architects, LLC | 1,944 | $265.9K | 0.10% | −156−7.4% | Reduced |
| National Asset Management, Inc. | 1,974 | $271.0K | 0.01% | +1,974 | New |
| US Bancorp | 1,983 | $272.0K | 0.00% | +1,881+1,844.1% | Added |
| American Portfolios Advisors | 1,999 | $273.5K | 0.01% | −1−0.1% | Reduced |
| Trexquant Investment LP | 2,031 | $278.0K | 0.01% | +2,031 | New |
| Kingsview Wealth Management, LLC | 2,037 | $278.7K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 2,059 | $282.0K | 0.06% | +168+8.9% | Added |
| Shelton Capital Management | 2,091 | $286.0K | 0.01% | 00.0% | Unchanged |
| Profund Advisors LLC | 2,093 | $286.0K | 0.01% | +70+3.5% | Added |
| Kolinsky Wealth Management, LLC | 2,101 | $287.0K | 0.28% | −346−14.1% | Reduced |