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 |
|---|---|---|---|---|---|
| Vaughan David Investments LLC | 2,280 | $281.0K | 0.01% | −202,308−98.9% | Reduced |
| Intrust Bank NA | 2,261 | $279.0K | 0.04% | −139−5.8% | Reduced |
| Panagora Asset Management Inc | 2,233 | $276.0K | 0.00% | −91−3.9% | Reduced |
| Summit Trail Advisors, LLC | 2,189 | $270.0K | 0.01% | +425+24.1% | Added |
| Shelton Capital Management | 2,091 | $258.0K | 0.01% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 2,027 | $250.0K | 0.00% | +210+11.6% | Added |
| Kingsview Wealth Management, LLC | 2,016 | $249.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Cambridge Investment Research Advisors, Inc. | 1,970 | $243.0K | 0.00% | +1,970 | New |
| American Portfolios Advisors | 1,964 | $242.5K | 0.01% | −3−0.2% | Reduced |
| Financial & Tax Architects, LLC | 1,962 | $242.1K | 0.09% | +9+0.5% | Added |
| Wealth Alliance | 1,954 | $241.0K | 0.05% | +1,954 | New |
| Keybank National Association | 1,940 | $239.0K | 0.00% | +1,940 | New |
| Tower Research Capital LLC (TRC) | 1,907 | $235.0K | 0.00% | −397−17.2% | Reduced |
| Riverwater Partners LLC | 1,837 | $227.0K | 0.23% | +1,837 | New |
| 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 |
| D. E. Shaw & Co., Inc. | 1,810 | $223.0K | 0.00% | −2,176−54.6% | Reduced |
| Creative Planning | 1,792 | $221.0K | 0.00% | +1,792 | New |
| Janney Montgomery Scott LLC | 1,767 | $218.0K | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 1,667 | $206.0K | 0.03% | −101−5.7% | Reduced |
| Umb Bank N A | 1,604 | $198.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,494 | $184.0K | 0.05% | −20−1.3% | Reduced |
| Point72 Hong Kong Ltd | 1,479 | $183.0K | 0.01% | −2,885−66.1% | Reduced |
| PEAK6 Investments LLC | 1,374 | $170.0K | 0.01% | +1,374 | New |
| Meeder Asset Management Inc | 1,365 | $169.0K | 0.01% | +154+12.7% | Added |
| TD Waterhouse Canada Inc. | 1,105 | $140.5K | 0.00% | 00.0% | Unchanged |
| Van Eck Associates Corp | 1,092 | $135.0K | 0.00% | +98+9.9% | Added |
| Sugarloaf Wealth Management, LLC | 1,062 | $132.0K | 0.03% | 00.0% | Unchanged |
| Riverview Trust Co | 825 | $102.0K | 0.10% | 00.0% | Unchanged |
| O'Dell Group, LLC | 816 | $101.0K | 0.04% | 00.0% | Unchanged |
| United Community Bank | 809 | $99.9K | 0.10% | −5−0.6% | Reduced |
| Okabena Investment Services Inc | 733 | $90.0K | 0.04% | −18−2.4% | Reduced |
| Wipfli Financial Advisors LLC, | 650 | $80.0K | 0.01% | +650 | New |
| Ci Investments Inc. | 610 | $75.0K | 0.00% | −17−2.7% | Reduced |
| HM Payson & Co | 528 | $65.0K | 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 |
| First Manhattan Co | 450 | $55.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 435 | $54.0K | 0.00% | +22+5.3% | Added |
| Eagle Bay Advisors LLC | 412 | $51.0K | 0.03% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 403 | $50.0K | 0.01% | +3+0.8% | Added |
| TD Private Client Wealth LLC | 388 | $47.9K | 0.00% | −73−15.8% | Reduced |
| Assetmark, Inc | 363 | $45.0K | 0.00% | +29+8.7% | Added |
| Signaturefd, LLC | 340 | $42.0K | 0.00% | −219−39.2% | Reduced |
| City State Bank | 343 | $42.0K | 0.03% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 318 | $39.0K | 0.02% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 288 | $36.0K | 0.00% | −13,330−97.9% | Reduced |
| Nomura Asset Management Co Ltd | 280 | $34.6K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 261 | $32.0K | 0.00% | −21−7.4% | Reduced |
| MUFG Americas Holdings Corp | 240 | $30.0K | 0.00% | −715−74.9% | Reduced |
| Parallel Advisors, LLC | 208 | $26.0K | 0.00% | −2−1.0% | Reduced |
| IFP Advisors, Inc | 146 | $23.0K | 0.00% | +84+135.5% | Added |
| Smithfield Trust Co | 173 | $22.0K | 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 |
| Federation des caisses Desjardins du Quebec | 159 | $19.6K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 151 | $19.0K | 0.00% | +68+81.9% | Added |
| Whittier Trust Co | 157 | $19.0K | 0.00% | +157 | New |
| Fifth Third Bancorp | 149 | $18.0K | 0.00% | +34+29.6% | Added |
| CWM, LLC | 136 | $17.0K | 0.00% | +75+123.0% | Added |
| Ronald Blue Trust, Inc. | 131 | $16.0K | 0.00% | +20+18.0% | Added |
| Private Trust Co NA | 110 | $14.0K | 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 |
| Larson Financial Group LLC | 94 | $12.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 88 | $11.0K | 0.00% | −78−47.0% | Reduced |
| Webster Bank, N. A. | 92 | $11.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 88 | $10.9K | 0.00% | −78−47.0% | Reduced |
| Washington Trust Advisors, Inc. | 77 | $10.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Massmutual Trust Co FSB | 47 | $6.00K | 0.00% | −9−16.1% | Reduced |
| Rocky Mountain Advisers, LLC | 38 | $5.00K | 0.01% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 41 | $5.00K | 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 |
| 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 |
| 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 |
| 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 |
| Sutton Wealth Advisors Inc. | 6 | $741 | 0.00% | 00.0% | Unchanged |
| 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 |