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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, Q4 2022

Institutional positions in Primerica, Inc. as of Dec 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
320
+25 vs. Q3 2022
Shares held
33.5M
−143.2K (−0.4%) vs. Q3 2022
Total value
$4.74B
+$593.1M (+14.3%) vs. Q3 2022
New holders
53
92 more added
Sold out
28
103 more reduced

5 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2022: 320 institutions
Q1 2021: 322 institutionsQ2 2021: 319 institutionsQ3 2021: 309 institutionsQ4 2021: 337 institutionsQ1 2022: 323 institutionsQ2 2022: 313 institutionsQ3 2022: 300 institutionsQ4 2022: 320 institutionsQ1 2023: 352 institutionsQ2 2023: 363 institutionsQ3 2023: 368 institutionsQ4 2023: 396 institutionsQ1 2024: 400 institutionsQ2 2024: 410 institutionsQ3 2024: 452 institutionsQ4 2024: 491 institutionsQ1 2025: 512 institutionsQ2 2025: 519 institutionsQ3 2025: 499 institutionsQ4 2025: 515 institutionsQ1 2026: 512 institutionsQ2 2026: 528 institutions
Value heldQ4 2022: $4.74B
Q1 2021: $5.27BQ2 2021: $5.46BQ3 2021: $5.47BQ4 2021: $5.44BQ1 2022: $4.76BQ2 2022: $4.10BQ3 2022: $4.20BQ4 2022: $4.74BQ1 2023: $5.73BQ2 2023: $6.52BQ3 2023: $6.29BQ4 2023: $6.51BQ1 2024: $7.97BQ2 2024: $7.49BQ3 2024: $8.19BQ4 2024: $8.26BQ1 2025: $8.74BQ2 2025: $8.33BQ3 2025: $8.31BQ4 2025: $7.73BQ1 2026: $7.44BQ2 2026: $8.30B
Institutions holding PRI and their total value by quarter
QuarterHoldersValue
Q2 2026528$8.30B
Q1 2026512$7.44B
Q4 2025515$7.73B
Q3 2025499$8.31B
Q2 2025519$8.33B
Q1 2025512$8.74B
Q4 2024491$8.26B
Q3 2024452$8.19B
Q2 2024410$7.49B
Q1 2024400$7.97B
Q4 2023396$6.51B
Q3 2023368$6.29B
Q2 2023363$6.52B
Q1 2023352$5.73B
Q4 2022320$4.74B
Q3 2022300$4.20B
Q2 2022313$4.10B
Q1 2022323$4.76B
Q4 2021337$5.44B
Q3 2021309$5.47B
Q2 2021319$5.46B
Q1 2021322$5.27B

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Primerica, Inc.; share changes are against Q3 2022.

Institutions holding PRI in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Simplex Trading, LLC2$00.00%+2New
Huntington National Bank2$1810.00%00.0%Unchanged
Tfo-TDC, LLC3$2200.00%+3New
Farther Finance Advisors, LLC2$2840.00%+2New
Manchester Capital Management LLC3$4250.00%00.0%Unchanged
Sutton Wealth Advisors Inc.6$8510.00%00.0%Unchanged
First Horizon Advisors, Inc.7$9930.00%00.0%Unchanged
Global Retirement Partners, LLC7$9930.00%00.0%Unchanged
Steward Financial Group LLC14$1.00K0.00%+14New
Bell Investment Advisors, Inc9$1.28K0.00%+4+80.0%Added
Versant Capital Management, Inc10$1.42K0.00%00.0%Unchanged
GWM Advisors LLC717$1.52K0.00%+717New
Allworth Financial LP11$1.56K0.00%+1+10.0%Added
Disciplined Investments, LLC11$1.56K0.00%+2+22.2%Added
AdvisorNet Financial, Inc11$1.56K0.00%+11New
Aua Capital Management, LLC12$1.70K0.00%00.0%Unchanged
SJS Investment Consulting Inc.13$1.84K0.00%+3+30.0%Added
Money Concepts Capital Corp14$1.99K0.00%+14New
M&R Capital Management Inc14$1.99K0.00%+14New
Financial Management Professionals, Inc.17$2.00K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC16$2.00K0.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc19$2.69K0.00%+19New
Farmers & Merchants Investments Inc20$2.84K0.00%00.0%Unchanged
Harbour Investments, Inc.24$3.40K0.00%00.0%Unchanged
Rockefeller Capital Management L.P.34$4.00K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC30$4.25K0.00%00.0%Unchanged
Ellevest, Inc.31$4.40K0.00%00.0%Unchanged
Schubert & Co31$4.40K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.33$4.68K0.00%00.0%Unchanged
McElhenny Sheffield Capital Management, LLC35$4.96K0.00%+35New
Rocky Mountain Advisers, LLC38$5.00K0.00%00.0%Unchanged
Institutional & Family Asset Management, LLC36$5.11K0.00%00.0%Unchanged
Zullo Investment Group, Inc.41$5.82K0.00%00.0%Unchanged
Massmutual Trust Co FSB44$6.00K0.00%−3−6.4%Reduced
Jones Financial Companies LLLP41$6.00K0.00%+41New
Parkside Financial Bank & Trust44$6.24K0.00%+44New
Baker Avenue Asset Management, LP47$6.67K0.00%+47New
Lindbrook Capital, LLC51$7.23K0.00%+51New
New England Capital Financial Advisors LLC50$7.61K0.01%+50New
Northwestern Mutual Wealth Management Co63$8.94K0.00%+63New
Harvest Fund Management Co., Ltd73$10.0K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC75$10.6K0.00%+5+7.1%Added
Covestor Ltd83$12.0K0.01%−91−52.3%Reduced
Bartlett & Co. LLC88$12.0K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC88$12.5K0.00%00.0%Unchanged
Webster Bank, N. A.92$13.0K0.00%00.0%Unchanged
Larson Financial Group LLC94$13.3K0.00%00.0%Unchanged
C M Bidwell & Associates Ltd103$14.6K0.01%00.0%Unchanged
Sound Income Strategies, LLC104$14.7K0.00%+1+1.0%Added
Quent Capital, LLC105$14.9K0.00%00.0%Unchanged
Private Trust Co NA110$16.0K0.00%00.0%Unchanged
IFP Advisors, Inc104$17.0K0.00%−42−28.8%Reduced
Gyon Technologies Capital Management, LP146$20.7K0.01%+146New
Ronald Blue Trust, Inc.180$22.0K0.00%+49+37.4%Added
Whittier Trust Co157$22.3K0.00%00.0%Unchanged
Federation des caisses Desjardins du Quebec159$22.5K0.00%00.0%Unchanged
Fifth Third Bancorp160$22.7K0.00%+11+7.4%Added
Smithfield Trust Co173$24.0K0.00%00.0%Unchanged
Spire Wealth Management169$24.0K0.00%00.0%Unchanged
CWM, LLC170$24.0K0.00%+34+25.0%Added
Quadrant Capital Group LLC172$24.4K0.00%+21+13.9%Added
U.S. Capital Wealth Advisors, LLC200$28.4K0.00%+200New
Parallel Advisors, LLC208$29.5K0.00%00.0%Unchanged
National Bank of Canada261$37.0K0.00%00.0%Unchanged
Thompson Siegel & Walmsley LLC268$38.0K0.00%+268New
Lazard Asset Management LLC268$38.0K0.00%+268New
Belpointe Asset Management LLC271$38.4K0.00%+271New
Nomura Asset Management Co Ltd280$39.7K0.00%00.0%Unchanged
Advisory Services Network, LLC301$42.7K0.00%+301New
Signaturefd, LLC337$47.8K0.00%−3−0.9%Reduced
Assetmark, Inc341$48.4K0.00%−22−6.1%Reduced
City State Bank343$49.0K0.03%00.0%Unchanged
TD Private Client Wealth LLC349$49.5K0.00%−39−10.1%Reduced
Compass Wealth Management LLC356$50.5K0.02%+356New
TCI Wealth Advisors, Inc.403$57.2K0.01%00.0%Unchanged
Eagle Bay Advisors LLC412$58.4K0.03%00.0%Unchanged
First Manhattan Co450$63.8K0.00%00.0%Unchanged
Ci Investments Inc.605$86.0K0.00%−5−0.8%Reduced
Mendota Financial Group, LLC612$86.8K0.11%+612New
United Community Bank809$114.7K0.11%00.0%Unchanged
Tower Research Capital LLC (TRC)817$116.0K0.00%−1,090−57.2%Reduced
Riverview Trust Co825$117.0K0.11%00.0%Unchanged
Dark Forest Capital Management LP862$122.2K0.03%+862New
Steward Partners Investment Advisory, LLC867$123.0K0.00%+432+99.3%Added
Sugarloaf Wealth Management, LLC1,062$150.6K0.04%00.0%Unchanged
Okabena Investment Services Inc1,027$155.7K0.11%+294+40.1%Added
TD Waterhouse Canada Inc.1,105$156.8K0.00%00.0%Unchanged
Van Eck Associates Corp1,121$159.0K0.00%+29+2.7%Added
Erste Asset Management GmbH1,200$170.2K0.00%+1,200New
Lyrical Asset Management LP1,501$185.3K0.00%+1,501New
Veritable, L.P.1,424$202.0K0.00%+1,424New
HBK Sorce Advisory LLC1,446$205.0K0.01%+1,446New
X-Square Capital, LLC1,451$206.0K0.12%+1,451New
Profund Advisors LLC1,455$206.3K0.01%+1,455New
Capula Management Ltd1,500$212.7K0.02%+1,500New
Umb Bank N A1,514$214.0K0.00%−90−5.6%Reduced
Pitcairn Co1,553$220.2K0.02%+1,553New
Kestra Advisory Services, LLC1,555$220.5K0.00%+1,555New
Franklin Resources Inc1,563$221.7K0.00%+1,563New
Ifrah Financial Services, Inc.1,588$225.1K0.07%+1,588New