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 2022
Institutional positions in Primerica, Inc. as of Sep 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
- 300
- −10 vs. Q2 2022
- Shares held
- 34.1M
- −217.6K (−0.6%) vs. Q2 2022
- Total value
- $4.20B
- +$98.2M (+2.4%) vs. Q2 2022
- New holders
- 25
- 83 more added
- Sold out
- 35
- 133 more reduced
3 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Primerica, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 3 | $0 | 0.00% | +3 | New |
| IMA Wealth, Inc. | 2 | $0 | 0.00% | +2 | New |
| Sutton Wealth Advisors Inc. | 6 | $741 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 7 | $1.00K | 0.00% | −24−77.4% | Reduced |
| Aua Capital Management, LLC | 12 | $1.00K | 0.00% | −6−33.3% | Reduced |
| Versant Capital Management, Inc | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 9 | $1.00K | 0.00% | +2+28.6% | Added |
| Bell Investment Advisors, Inc | 5 | $1.00K | 0.00% | −4−44.4% | Reduced |
| Allworth Financial LP | 10 | $1.00K | 0.00% | +10 | New |
| Global Retirement Partners, LLC | 7 | $1.00K | 0.00% | +7 | New |
| SJS Investment Consulting Inc. | 10 | $1.00K | 0.00% | +10 | New |
| Financial Management Professionals, Inc. | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 16 | $2.00K | 0.00% | +15+1,500.0% | Added |
| Farmers & Merchants Investments Inc | 20 | $2.00K | 0.00% | +20 | New |
| Rockefeller Capital Management L.P. | 34 | $3.00K | 0.00% | −10−22.7% | Reduced |
| Harbour Investments, Inc. | 24 | $3.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 30 | $4.00K | 0.00% | −15−33.3% | Reduced |
| Institutional & Family Asset Management, LLC | 36 | $4.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 33 | $4.00K | 0.00% | +5+17.9% | Added |
| Schubert & Co | 31 | $4.00K | 0.00% | +9+40.9% | Added |
| Ellevest, Inc. | 31 | $4.00K | 0.00% | +20+181.8% | Added |
| Rocky Mountain Advisers, LLC | 38 | $5.00K | 0.01% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 41 | $5.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 47 | $6.00K | 0.00% | −9−16.1% | Reduced |
| Harvest Fund Management Co., Ltd | 73 | $9.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 70 | $9.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 77 | $10.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 88 | $10.9K | 0.00% | −78−47.0% | Reduced |
| Bartlett & Co. LLC | 88 | $11.0K | 0.00% | −78−47.0% | Reduced |
| Webster Bank, N. A. | 92 | $11.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 94 | $12.0K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 103 | $13.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 103 | $13.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 105 | $13.0K | 0.00% | +20+23.5% | Added |
| Private Trust Co NA | 110 | $14.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 131 | $16.0K | 0.00% | +20+18.0% | Added |
| CWM, LLC | 136 | $17.0K | 0.00% | +75+123.0% | Added |
| Fifth Third Bancorp | 149 | $18.0K | 0.00% | +34+29.6% | Added |
| Quadrant Capital Group LLC | 151 | $19.0K | 0.00% | +68+81.9% | Added |
| Whittier Trust Co | 157 | $19.0K | 0.00% | +157 | New |
| Federation des caisses Desjardins du Quebec | 159 | $19.6K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 174 | $21.0K | 0.02% | −70−28.7% | Reduced |
| Spire Wealth Management | 169 | $21.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 173 | $22.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 146 | $23.0K | 0.00% | +84+135.5% | Added |
| Parallel Advisors, LLC | 208 | $26.0K | 0.00% | −2−1.0% | Reduced |
| MUFG Americas Holdings Corp | 240 | $30.0K | 0.00% | −715−74.9% | Reduced |
| National Bank of Canada | 261 | $32.0K | 0.00% | −21−7.4% | Reduced |
| Nomura Asset Management Co Ltd | 280 | $34.6K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 288 | $36.0K | 0.00% | −13,330−97.9% | Reduced |
| Castle Wealth Management LLC | 318 | $39.0K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 340 | $42.0K | 0.00% | −219−39.2% | Reduced |
| City State Bank | 343 | $42.0K | 0.03% | 00.0% | Unchanged |
| Assetmark, Inc | 363 | $45.0K | 0.00% | +29+8.7% | Added |
| TD Private Client Wealth LLC | 388 | $47.9K | 0.00% | −73−15.8% | Reduced |
| TCI Wealth Advisors, Inc. | 403 | $50.0K | 0.01% | +3+0.8% | Added |
| Eagle Bay Advisors LLC | 412 | $51.0K | 0.03% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 435 | $54.0K | 0.00% | +22+5.3% | Added |
| First Manhattan Co | 450 | $55.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 485 | $60.0K | 0.05% | 00.0% | Unchanged |
| FourThought Financial, LLC | 487 | $60.0K | 0.01% | +129+36.0% | Added |
| HM Payson & Co | 528 | $65.0K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 610 | $75.0K | 0.00% | −17−2.7% | Reduced |
| Wipfli Financial Advisors LLC, | 650 | $80.0K | 0.01% | +650 | New |
| Okabena Investment Services Inc | 733 | $90.0K | 0.04% | −18−2.4% | Reduced |
| United Community Bank | 809 | $99.9K | 0.10% | −5−0.6% | Reduced |
| O'Dell Group, LLC | 816 | $101.0K | 0.04% | 00.0% | Unchanged |
| Riverview Trust Co | 825 | $102.0K | 0.10% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 1,062 | $132.0K | 0.03% | 00.0% | Unchanged |
| Van Eck Associates Corp | 1,092 | $135.0K | 0.00% | +98+9.9% | Added |
| TD Waterhouse Canada Inc. | 1,105 | $140.5K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 1,365 | $169.0K | 0.01% | +154+12.7% | Added |
| PEAK6 Investments LLC | 1,374 | $170.0K | 0.01% | +1,374 | New |
| Point72 Hong Kong Ltd | 1,479 | $183.0K | 0.01% | −2,885−66.1% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,494 | $184.0K | 0.05% | −20−1.3% | Reduced |
| Umb Bank N A | 1,604 | $198.0K | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 1,667 | $206.0K | 0.03% | −101−5.7% | Reduced |
| Janney Montgomery Scott LLC | 1,767 | $218.0K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 1,792 | $221.0K | 0.00% | +1,792 | New |
| D. E. Shaw & Co., Inc. | 1,810 | $223.0K | 0.00% | −2,176−54.6% | Reduced |
| Laurel Wealth Advisors, Inc. | 1,823 | $225.0K | 0.02% | −5−0.3% | Reduced |
| Oppenheimer Asset Management Inc. | 1,821 | $225.0K | 0.00% | −1−0.1% | Reduced |
| Riverwater Partners LLC | 1,837 | $227.0K | 0.23% | +1,837 | New |
| Tower Research Capital LLC (TRC) | 1,907 | $235.0K | 0.00% | −397−17.2% | Reduced |
| Keybank National Association | 1,940 | $239.0K | 0.00% | +1,940 | New |
| Wealth Alliance | 1,954 | $241.0K | 0.05% | +1,954 | New |
| Financial & Tax Architects, LLC | 1,962 | $242.1K | 0.09% | +9+0.5% | Added |
| American Portfolios Advisors | 1,964 | $242.5K | 0.01% | −3−0.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 1,970 | $243.0K | 0.00% | +1,970 | New |
| Utah Retirement Systems | 2,000 | $247.0K | 0.00% | 00.0% | Unchanged |
| Chicago Trust Co NA | 2,000 | $247.0K | 0.06% | +2,000 | New |
| Kingsview Wealth Management, LLC | 2,016 | $249.0K | 0.01% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 2,027 | $250.0K | 0.00% | +210+11.6% | Added |
| Shelton Capital Management | 2,091 | $258.0K | 0.01% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 2,189 | $270.0K | 0.01% | +425+24.1% | Added |
| Panagora Asset Management Inc | 2,233 | $276.0K | 0.00% | −91−3.9% | Reduced |
| Intrust Bank NA | 2,261 | $279.0K | 0.04% | −139−5.8% | Reduced |
| Vaughan David Investments LLC | 2,280 | $281.0K | 0.01% | −202,308−98.9% | Reduced |