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.
| 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, Q4 2022
Shares, value and share of portfolio for each institution holding Primerica, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Financial & Tax Architects, LLC | 1,969 | $299.7K | 0.10% | +7+0.4% | Added |
| SYSTM Wealth Solutions LLC | 2,098 | $297.5K | 0.04% | +2,098 | New |
| Cubist Systematic Strategies, LLC | 2,084 | $295.6K | 0.00% | +1,796+623.6% | Added |
| Creative Planning | 2,059 | $292.1K | 0.00% | +267+14.9% | Added |
| Chicago Trust Co NA | 2,000 | $284.0K | 0.07% | 00.0% | Unchanged |
| Utah Retirement Systems | 2,000 | $283.6K | 0.00% | 00.0% | Unchanged |
| Sendero Wealth Management, LLC | 1,964 | $278.5K | 0.10% | +1,964 | New |
| Vaughan David Investments LLC | 1,938 | $275.0K | 0.01% | −342−15.0% | Reduced |
| Shelton Capital Management | 1,917 | $271.9K | 0.03% | −174−8.3% | Reduced |
| Cetera Advisor Networks LLC | 1,895 | $268.7K | 0.00% | +1,895 | New |
| Wealth Alliance | 1,893 | $268.5K | 0.05% | −61−3.1% | Reduced |
| Holocene Advisors, LP | 1,856 | $263.2K | 0.00% | −15,724−89.4% | Reduced |
| Riverwater Partners LLC | 1,837 | $260.5K | 0.22% | 00.0% | Unchanged |
| Laurel Wealth Advisors, Inc. | 1,823 | $259.0K | 0.03% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 1,802 | $255.6K | 0.00% | −19−1.0% | Reduced |
| Janney Montgomery Scott LLC | 1,792 | $254.0K | 0.00% | +25+1.4% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 1,740 | $246.8K | 0.00% | −2,472−58.7% | Reduced |
| Mariner, LLC | 1,728 | $245.0K | 0.00% | +1,728 | New |
| CWM Advisors, LLC | 1,661 | $235.6K | 0.03% | −6−0.4% | Reduced |
| Mount Yale Investment Advisors, LLC | 1,644 | $233.2K | 0.03% | +1,644 | New |
| Ifrah Financial Services, Inc. | 1,588 | $225.1K | 0.07% | +1,588 | New |
| Franklin Resources Inc | 1,563 | $221.7K | 0.00% | +1,563 | New |
| Kestra Advisory Services, LLC | 1,555 | $220.5K | 0.00% | +1,555 | New |
| Pitcairn Co | 1,553 | $220.2K | 0.02% | +1,553 | New |
| Umb Bank N A | 1,514 | $214.0K | 0.00% | −90−5.6% | Reduced |
| Capula Management Ltd | 1,500 | $212.7K | 0.02% | +1,500 | New |
| Profund Advisors LLC | 1,455 | $206.3K | 0.01% | +1,455 | New |
| X-Square Capital, LLC | 1,451 | $206.0K | 0.12% | +1,451 | New |
| HBK Sorce Advisory LLC | 1,446 | $205.0K | 0.01% | +1,446 | New |
| Veritable, L.P. | 1,424 | $202.0K | 0.00% | +1,424 | New |
| Lyrical Asset Management LP | 1,501 | $185.3K | 0.00% | +1,501 | New |
| Erste Asset Management GmbH | 1,200 | $170.2K | 0.00% | +1,200 | New |
| Van Eck Associates Corp | 1,121 | $159.0K | 0.00% | +29+2.7% | Added |
| TD Waterhouse Canada Inc. | 1,105 | $156.8K | 0.00% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 1,027 | $155.7K | 0.11% | +294+40.1% | Added |
| Sugarloaf Wealth Management, LLC | 1,062 | $150.6K | 0.04% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 867 | $123.0K | 0.00% | +432+99.3% | Added |
| Dark Forest Capital Management LP | 862 | $122.2K | 0.03% | +862 | New |
| Riverview Trust Co | 825 | $117.0K | 0.11% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 817 | $116.0K | 0.00% | −1,090−57.2% | Reduced |
| United Community Bank | 809 | $114.7K | 0.11% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 612 | $86.8K | 0.11% | +612 | New |
| Ci Investments Inc. | 605 | $86.0K | 0.00% | −5−0.8% | Reduced |
| First Manhattan Co | 450 | $63.8K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 412 | $58.4K | 0.03% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 403 | $57.2K | 0.01% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 356 | $50.5K | 0.02% | +356 | New |
| TD Private Client Wealth LLC | 349 | $49.5K | 0.00% | −39−10.1% | Reduced |
| City State Bank | 343 | $49.0K | 0.03% | 00.0% | Unchanged |
| Assetmark, Inc | 341 | $48.4K | 0.00% | −22−6.1% | Reduced |
| Signaturefd, LLC | 337 | $47.8K | 0.00% | −3−0.9% | Reduced |
| Advisory Services Network, LLC | 301 | $42.7K | 0.00% | +301 | New |
| Nomura Asset Management Co Ltd | 280 | $39.7K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 271 | $38.4K | 0.00% | +271 | New |
| Thompson Siegel & Walmsley LLC | 268 | $38.0K | 0.00% | +268 | New |
| Lazard Asset Management LLC | 268 | $38.0K | 0.00% | +268 | New |
| National Bank of Canada | 261 | $37.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 208 | $29.5K | 0.00% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 200 | $28.4K | 0.00% | +200 | New |
| Quadrant Capital Group LLC | 172 | $24.4K | 0.00% | +21+13.9% | Added |
| Smithfield Trust Co | 173 | $24.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 169 | $24.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 170 | $24.0K | 0.00% | +34+25.0% | Added |
| Fifth Third Bancorp | 160 | $22.7K | 0.00% | +11+7.4% | Added |
| Federation des caisses Desjardins du Quebec | 159 | $22.5K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 157 | $22.3K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 180 | $22.0K | 0.00% | +49+37.4% | Added |
| Gyon Technologies Capital Management, LP | 146 | $20.7K | 0.01% | +146 | New |
| IFP Advisors, Inc | 104 | $17.0K | 0.00% | −42−28.8% | Reduced |
| Private Trust Co NA | 110 | $16.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 105 | $14.9K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 104 | $14.7K | 0.00% | +1+1.0% | Added |
| C M Bidwell & Associates Ltd | 103 | $14.6K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 94 | $13.3K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 92 | $13.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 88 | $12.5K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 83 | $12.0K | 0.01% | −91−52.3% | Reduced |
| Bartlett & Co. LLC | 88 | $12.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 75 | $10.6K | 0.00% | +5+7.1% | Added |
| Harvest Fund Management Co., Ltd | 73 | $10.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 63 | $8.94K | 0.00% | +63 | New |
| New England Capital Financial Advisors LLC | 50 | $7.61K | 0.01% | +50 | New |
| Lindbrook Capital, LLC | 51 | $7.23K | 0.00% | +51 | New |
| Baker Avenue Asset Management, LP | 47 | $6.67K | 0.00% | +47 | New |
| Parkside Financial Bank & Trust | 44 | $6.24K | 0.00% | +44 | New |
| Massmutual Trust Co FSB | 44 | $6.00K | 0.00% | −3−6.4% | Reduced |
| Jones Financial Companies LLLP | 41 | $6.00K | 0.00% | +41 | New |
| Zullo Investment Group, Inc. | 41 | $5.82K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 36 | $5.11K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 38 | $5.00K | 0.00% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 35 | $4.96K | 0.00% | +35 | New |
| SRS Capital Advisors, Inc. | 33 | $4.68K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 31 | $4.40K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 31 | $4.40K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 30 | $4.25K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 34 | $4.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 24 | $3.40K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 20 | $2.84K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 19 | $2.69K | 0.00% | +19 | New |
| Financial Management Professionals, Inc. | 17 | $2.00K | 0.00% | 00.0% | Unchanged |