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, Q1 2023
Institutional positions in Primerica, Inc. as of Mar 31, 2023. 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
- 352
- +35 vs. Q4 2022
- Shares held
- 33.5M
- −19.5K (−0.1%) vs. Q4 2022
- Total value
- $5.73B
- +$1.00B (+21.2%) vs. Q4 2022
- New holders
- 65
- 102 more added
- Sold out
- 30
- 124 more reduced
3 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Primerica, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Toronto Dominion Bank | 2 | $0 | 0.00% | +2 | New |
| Summit Wealth Group, LLC | 32,726 | $0 | 0.00% | +32,726 | New |
| Huntington National Bank | 2 | $211 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2 | $344 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 2 | $344 | 0.00% | −1−33.3% | Reduced |
| Horizon Investments, LLC | 2 | $344 | 0.00% | +2 | New |
| Manchester Capital Management LLC | 3 | $517 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 3 | $517 | 0.00% | +3 | New |
| Baker Avenue Asset Management, LP | 5 | $861 | 0.00% | −42−89.4% | Reduced |
| First Horizon Advisors, Inc. | 7 | $1.21K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 9 | $1.52K | 0.00% | +9 | New |
| Bell Investment Advisors, Inc | 9 | $1.55K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 10 | $1.72K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 11 | $1.90K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 12 | $2.15K | 0.00% | +5+71.4% | Added |
| AdvisorNet Financial, Inc | 13 | $2.24K | 0.00% | +2+18.2% | Added |
| International Assets Investment Management, LLC | 13 | $2.24K | 0.00% | +13 | New |
| M&R Capital Management Inc | 14 | $2.41K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 15 | $2.58K | 0.00% | +2+15.4% | Added |
| Farmers & Merchants Investments Inc | 16 | $2.76K | 0.00% | −4−20.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 17 | $2.93K | 0.00% | +17 | New |
| Financial Management Professionals, Inc. | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 15 | $3.00K | 0.00% | −1−6.3% | Reduced |
| Okabena Investment Services Inc | 18 | $3.10K | 0.00% | −1,009−98.2% | Reduced |
| BerganKDV Wealth Management, LLC | 19 | $3.27K | 0.00% | +19 | New |
| Allworth Financial LP | 20 | $3.44K | 0.00% | +9+81.8% | Added |
| Parkside Financial Bank & Trust | 21 | $3.62K | 0.00% | −23−52.3% | Reduced |
| Values First Advisors, Inc. | 22 | $3.86K | 0.00% | +22 | New |
| Bogart Wealth, LLC | 23 | $3.96K | 0.00% | +23 | New |
| Schubert & Co | 31 | $5.34K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 32 | $5.51K | 0.00% | −1−3.0% | Reduced |
| Steward Financial Group LLC | 36 | $6.00K | 0.00% | +22+157.1% | Added |
| Institutional & Family Asset Management, LLC | 36 | $6.20K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 37 | $6.37K | 0.00% | +6+19.4% | Added |
| JFS Wealth Advisors, LLC | 37 | $6.37K | 0.00% | +7+23.3% | Added |
| Rocky Mountain Advisers, LLC | 38 | $7.00K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 42 | $7.23K | 0.00% | +42 | New |
| New England Capital Financial Advisors LLC | 50 | $8.61K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 52 | $8.96K | 0.00% | +1+2.0% | Added |
| Raleigh Capital Management Inc. | 60 | $10.3K | 0.01% | +60 | New |
| WR Wealth Planners, LLC | 68 | $11.7K | 0.01% | +68 | New |
| Carolinas Wealth Consulting LLC | 75 | $12.9K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 82 | $14.0K | 0.01% | −1−1.2% | Reduced |
| Massmutual Trust Co FSB | 87 | $15.0K | 0.00% | +43+97.7% | Added |
| Bartlett & Co. LLC | 88 | $15.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 88 | $15.2K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 92 | $15.8K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 94 | $16.2K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 99 | $17.1K | 0.00% | +36+57.1% | Added |
| C M Bidwell & Associates Ltd | 103 | $17.7K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 105 | $17.9K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 104 | $18.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 110 | $18.9K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 130 | $22.4K | 0.00% | +130 | New |
| Whittier Trust Co | 157 | $27.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 159 | $27.4K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 176 | $30.0K | 0.00% | −3,542−95.3% | Reduced |
| Smithfield Trust Co | 173 | $30.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 216 | $31.0K | 0.00% | +36+20.0% | Added |
| TD Private Client Wealth LLC | 183 | $31.5K | 0.00% | −166−47.6% | Reduced |
| Nomura Asset Management Co Ltd | 190 | $32.7K | 0.00% | −90−32.1% | Reduced |
| Pinebridge Investments, L.P. | 196 | $33.8K | 0.00% | +196 | New |
| State of Wyoming | 197 | $33.9K | 0.01% | +197 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 201 | $34.6K | 0.00% | −1,539−88.4% | Reduced |
| CWM, LLC | 206 | $35.0K | 0.00% | +36+21.2% | Added |
| Fifth Third Bancorp | 228 | $39.3K | 0.00% | +68+42.5% | Added |
| Belpointe Asset Management LLC | 232 | $40.0K | 0.00% | −39−14.4% | Reduced |
| Parallel Advisors, LLC | 239 | $41.2K | 0.00% | +31+14.9% | Added |
| National Bank of Canada | 261 | $44.9K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 268 | $46.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 329 | $57.0K | 0.01% | +256+350.7% | Added |
| City State Bank | 343 | $59.0K | 0.03% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 344 | $59.3K | 0.00% | +43+14.3% | Added |
| Quadrant Capital Group LLC | 346 | $59.6K | 0.01% | +174+101.2% | Added |
| Assetmark, Inc | 355 | $61.1K | 0.00% | +14+4.1% | Added |
| Compass Wealth Management LLC | 356 | $61.3K | 0.02% | 00.0% | Unchanged |
| Castleview Partners, LLC | 378 | $65.1K | 0.06% | +378 | New |
| Bokf, NA | 400 | $68.9K | 0.00% | −4,778−92.3% | Reduced |
| TCI Wealth Advisors, Inc. | 403 | $69.4K | 0.01% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 410 | $70.6K | 0.06% | +410 | New |
| Eagle Bay Advisors LLC | 412 | $70.9K | 0.04% | 00.0% | Unchanged |
| First Manhattan Co | 450 | $77.5K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 454 | $78.2K | 0.00% | +117+34.7% | Added |
| Mendota Financial Group, LLC | 612 | $83.7K | 0.08% | 00.0% | Unchanged |
| HM Payson & Co | 528 | $90.9K | 0.00% | +528 | New |
| Simplex Trading, LLC | 575 | $99.0K | 0.00% | +573+28,650.0% | Added |
| Lazard Asset Management LLC | 585 | $100.0K | 0.00% | +317+118.3% | Added |
| Ci Investments Inc. | 613 | $106.0K | 0.00% | +8+1.3% | Added |
| Counterpoint Mutual Funds LLC | 649 | $111.8K | 0.10% | +649 | New |
| Atlas Capital Advisors LLC | 659 | $113.5K | 0.02% | +659 | New |
| GWM Advisors LLC | 707 | $121.8K | 0.00% | −10−1.4% | Reduced |
| Johnson Financial Group, Inc. | 777 | $133.8K | 0.01% | +777 | New |
| United Community Bank | 809 | $139.3K | 0.13% | 00.0% | Unchanged |
| Riverview Trust Co | 825 | $142.1K | 0.13% | 00.0% | Unchanged |
| AXS Investments LLC | 870 | $149.8K | 0.05% | +870 | New |
| Sugarloaf Wealth Management, LLC | 1,062 | $182.9K | 0.04% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,105 | $189.3K | 0.00% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 1,213 | $208.9K | 0.00% | +1,213 | New |
| Moneta Group Investment Advisors LLC | 1,238 | $213.2K | 0.01% | +1,238 | New |
| Forum Financial Management, LP | 1,269 | $218.6K | 0.01% | +1,269 | New |