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, Q2 2022
Institutional positions in Primerica, Inc. as of Jun 30, 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
- 313
- −4 vs. Q1 2022
- Shares held
- 34.4M
- −425.2K (−1.2%) vs. Q1 2022
- Total value
- $4.10B
- −$639.1M (−13.5%) vs. Q1 2022
- New holders
- 34
- 107 more added
- Sold out
- 38
- 116 more reduced
6 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Primerica, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 2 | $0 | 0.00% | −203−99.0% | Reduced |
| Capital Advisors, Ltd. LLC | 1 | $0 | 0.00% | +1 | New |
| Steward Financial Group LLC | 4 | $0 | 0.00% | +4 | New |
| Sutton Wealth Advisors Inc. | 6 | $718 | 0.00% | +6 | New |
| Ellevest, Inc. | 11 | $1.00K | 0.00% | +5+83.3% | Added |
| Versant Capital Management, Inc | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 9 | $1.00K | 0.00% | +9 | New |
| Lindbrook Capital, LLC | 16 | $2.00K | 0.00% | −14−46.7% | Reduced |
| Aua Capital Management, LLC | 18 | $2.00K | 0.00% | −7−28.0% | Reduced |
| Financial Management Professionals, Inc. | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 13 | $2.00K | 0.02% | +13 | New |
| First Bank & Trust | 21 | $3.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 28 | $3.00K | 0.00% | +17+154.5% | Added |
| Schubert & Co | 22 | $3.00K | 0.00% | +15+214.3% | Added |
| Harbour Investments, Inc. | 24 | $3.00K | 0.00% | +24 | New |
| Rockefeller Capital Management L.P. | 44 | $4.00K | 0.00% | −59−57.3% | Reduced |
| Institutional & Family Asset Management, LLC | 36 | $4.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 32 | $4.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 31 | $4.00K | 0.00% | +9+40.9% | Added |
| Zullo Investment Group, Inc. | 41 | $5.00K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 38 | $5.00K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 45 | $5.00K | 0.00% | +23+104.5% | Added |
| CWM, LLC | 61 | $7.00K | 0.00% | +17+38.6% | Added |
| Massmutual Trust Co FSB | 56 | $7.00K | 0.00% | +51+1,020.0% | Added |
| Horan Securities, Inc. | 57 | $7.00K | 0.00% | +57 | New |
| Zions Bancorporation, N.A. | 64 | $8.00K | 0.00% | −23−26.4% | Reduced |
| Carolinas Wealth Consulting LLC | 70 | $8.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 77 | $9.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 80 | $9.00K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 73 | $9.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 83 | $10.0K | 0.00% | +8+10.7% | Added |
| Quent Capital, LLC | 85 | $10.0K | 0.00% | +42+97.7% | Added |
| Webster Bank, N. A. | 92 | $11.0K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 96 | $11.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 62 | $11.0K | 0.00% | −7−10.1% | Reduced |
| Larson Financial Group LLC | 94 | $11.0K | 0.00% | +94 | New |
| C M Bidwell & Associates Ltd | 103 | $12.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 103 | $12.0K | 0.00% | +103 | New |
| Private Trust Co NA | 110 | $13.0K | 0.00% | +110 | New |
| Fifth Third Bancorp | 115 | $14.0K | 0.00% | −3,098−96.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 113 | $14.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 111 | $15.0K | 0.00% | +111 | New |
| Lazard Asset Management LLC | 161 | $19.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 159 | $19.0K | 0.00% | +110+224.5% | Added |
| Bartlett & Co. Wealth Management LLC | 166 | $19.9K | 0.00% | +166 | New |
| Spire Wealth Management | 169 | $20.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 166 | $20.0K | 0.00% | +166 | New |
| Smithfield Trust Co | 173 | $21.0K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 178 | $21.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 210 | $25.0K | 0.00% | −19−8.3% | Reduced |
| Covestor Ltd | 244 | $29.0K | 0.02% | −11−4.3% | Reduced |
| Private Capital Group, LLC | 253 | $30.0K | 0.02% | −89−26.0% | Reduced |
| Nomura Asset Management Co Ltd | 280 | $33.5K | 0.00% | +90+47.4% | Added |
| National Bank of Canada | 282 | $34.0K | 0.00% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 318 | $38.0K | 0.02% | +318 | New |
| Assetmark, Inc | 334 | $40.0K | 0.00% | −88−20.9% | Reduced |
| City State Bank | 343 | $41.0K | 0.03% | 00.0% | Unchanged |
| FourThought Financial, LLC | 358 | $43.0K | 0.01% | +18+5.3% | Added |
| Venture Visionary Partners LLC | 378 | $45.2K | 0.00% | +378 | New |
| TCI Wealth Advisors, Inc. | 400 | $48.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 413 | $49.0K | 0.00% | −73−15.0% | Reduced |
| Eagle Bay Advisors LLC | 412 | $49.3K | 0.03% | +412 | New |
| First Manhattan Co | 450 | $53.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 461 | $55.2K | 0.00% | −107−18.8% | Reduced |
| Wolff Wiese Magana LLC | 485 | $58.0K | 0.04% | +36+8.0% | Added |
| HM Payson & Co | 528 | $63.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 559 | $67.0K | 0.00% | +139+33.1% | Added |
| Quantbot Technologies LP | 581 | $69.0K | 0.01% | +581 | New |
| Ci Investments Inc. | 627 | $75.0K | 0.00% | −338−35.0% | Reduced |
| Okabena Investment Services Inc | 751 | $90.0K | 0.05% | +74+10.9% | Added |
| United Community Bank | 814 | $97.4K | 0.10% | +70+9.4% | Added |
| O'Dell Group, LLC | 816 | $98.0K | 0.03% | −8−1.0% | Reduced |
| Riverview Trust Co | 825 | $99.0K | 0.09% | 00.0% | Unchanged |
| State of Wyoming | 853 | $102.0K | 0.06% | +853 | New |
| MUFG Americas Holdings Corp | 955 | $114.0K | 0.00% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 980 | $117.0K | 0.08% | +980 | New |
| Van Eck Associates Corp | 994 | $119.0K | 0.00% | +38+4.0% | Added |
| Sugarloaf Wealth Management, LLC | 1,062 | $127.0K | 0.03% | +1,062 | New |
| TD Waterhouse Canada Inc. | 1,105 | $134.5K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 1,211 | $145.0K | 0.01% | +611+101.8% | Added |
| GPS Wealth Strategies Group, LLC | 1,514 | $181.0K | 0.05% | −545−26.5% | Reduced |
| Umb Bank N A | 1,604 | $192.0K | 0.00% | −4−0.2% | Reduced |
| Wellington Shields Capital Management, LLC | 96,552 | $192.0K | 0.02% | −13,704−12.4% | Reduced |
| Boothbay Fund Management, LLC | 1,679 | $201.0K | 0.01% | +1,679 | New |
| Summit Trail Advisors, LLC | 1,764 | $211.0K | 0.01% | +244+16.1% | Added |
| Janney Montgomery Scott LLC | 1,767 | $212.0K | 0.00% | −555−23.9% | Reduced |
| CWM Advisors, LLC | 1,768 | $212.0K | 0.03% | +59+3.5% | Added |
| Meritage Portfolio Management | 1,782 | $213.0K | 0.02% | +41+2.4% | Added |
| O'Shaughnessy Asset Management, LLC | 1,817 | $217.0K | 0.00% | +1,817 | New |
| Oppenheimer Asset Management Inc. | 1,822 | $218.0K | 0.00% | −51−2.7% | Reduced |
| Laurel Wealth Advisors, Inc. | 1,828 | $219.0K | 0.02% | +326+21.7% | Added |
| Lyrical Asset Management LP | 1,903 | $228.0K | 0.00% | +1,903 | New |
| Financial & Tax Architects, LLC | 1,953 | $233.8K | 0.09% | +9+0.5% | Added |
| American Portfolios Advisors | 1,967 | $235.4K | 0.01% | −32−1.6% | Reduced |
| Utah Retirement Systems | 2,000 | $239.0K | 0.00% | −100−4.8% | Reduced |
| Kingsview Wealth Management, LLC | 2,016 | $241.0K | 0.01% | −21−1.0% | Reduced |
| Shelton Capital Management | 2,091 | $250.0K | 0.01% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 2,105 | $252.0K | 0.01% | −17−0.8% | Reduced |