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 |
|---|---|---|---|---|---|
| Everhart Financial Group, Inc. | 1,276 | $219.8K | 0.10% | +1,276 | New |
| Steward Partners Investment Advisory, LLC | 1,279 | $220.3K | 0.00% | +412+47.5% | Added |
| Profund Advisors LLC | 1,287 | $221.7K | 0.01% | −168−11.5% | Reduced |
| Advisor Partners II, LLC | 1,378 | $237.3K | 0.01% | +1,378 | New |
| Tower Research Capital LLC (TRC) | 1,388 | $239.0K | 0.01% | +571+69.9% | Added |
| Kapitalo Investimentos Ltda | 1,389 | $239.2K | 0.08% | +1,389 | New |
| JustInvest LLC | 1,409 | $242.7K | 0.01% | +1,409 | New |
| Veritable, L.P. | 1,424 | $245.3K | 0.00% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 1,446 | $249.1K | 0.03% | −198−12.0% | Reduced |
| Centiva Capital, LP | 1,458 | $251.1K | 0.01% | +1,458 | New |
| Point72 Middle East FZE | 1,463 | $252.0K | 0.01% | +1,463 | New |
| Vaughan David Investments LLC | 1,472 | $254.0K | 0.01% | −466−24.0% | Reduced |
| Pitcairn Co | 1,489 | $256.5K | 0.02% | −64−4.1% | Reduced |
| Umb Bank N A | 1,514 | $260.8K | 0.00% | 00.0% | Unchanged |
| PFS Investments Inc. | 1,581 | $265.0K | 0.00% | +1,581 | New |
| Ifrah Financial Services, Inc. | 1,553 | $267.5K | 0.08% | −35−2.2% | Reduced |
| Franklin Resources Inc | 1,579 | $272.0K | 0.00% | +16+1.0% | Added |
| Wellington Shields Capital Management, LLC | 138,592 | $275.6K | 0.03% | +23,536+20.5% | Added |
| XTX Topco Ltd | 1,605 | $276.4K | 0.06% | +1,605 | New |
| EP Wealth Advisors, LLC | 1,818 | $285.0K | 0.01% | −4,685−72.0% | Reduced |
| Meeder Advisory Services, Inc. | 1,676 | $288.7K | 0.03% | +1,676 | New |
| GPS Wealth Strategies Group, LLC | 1,686 | $290.4K | 0.06% | +1,686 | New |
| Seven Eight Capital, LP | 1,710 | $294.5K | 0.06% | +1,710 | New |
| BTC Capital Management, Inc. | 1,735 | $297.6K | 0.03% | −1,051−37.7% | Reduced |
| Wealth Alliance | 1,817 | $312.9K | 0.05% | −76−4.0% | Reduced |
| Janney Montgomery Scott LLC | 1,819 | $313.0K | 0.00% | +27+1.5% | Added |
| Integrated Wealth Concepts LLC | 1,823 | $314.0K | 0.01% | +1,823 | New |
| Riverwater Partners LLC | 1,837 | $316.4K | 0.29% | 00.0% | Unchanged |
| Shelton Capital Management | 1,862 | $320.7K | 0.01% | −55−2.9% | Reduced |
| Cetera Advisor Networks LLC | 1,868 | $321.7K | 0.00% | −27−1.4% | Reduced |
| Two Sigma Securities, LLC | 1,892 | $325.9K | 0.03% | +1,892 | New |
| Oak Thistle LLC | 1,903 | $327.8K | 0.19% | +1,903 | New |
| Blair William & Co | 1,935 | $333.3K | 0.00% | +1,935 | New |
| Toroso Investments, LLC | 1,964 | $338.0K | 0.01% | +1,964 | New |
| Chicago Trust Co NA | 2,000 | $344.5K | 0.09% | 00.0% | Unchanged |
| Utah Retirement Systems | 2,000 | $344.5K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 2,085 | $359.1K | 0.06% | −13−0.6% | Reduced |
| Bank of Nova Scotia | 2,156 | $371.0K | 0.00% | +2,156 | New |
| ProShare Advisors LLC | 2,195 | $378.1K | 0.00% | −2,897−56.9% | Reduced |
| Intrust Bank NA | 2,209 | $380.5K | 0.05% | 00.0% | Unchanged |
| Keybank National Association | 2,220 | $382.4K | 0.00% | −855−27.8% | Reduced |
| Panagora Asset Management Inc | 2,233 | $384.6K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 2,235 | $385.0K | 0.01% | +28+1.3% | Added |
| Mariner, LLC | 2,246 | $386.0K | 0.00% | +518+30.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 2,269 | $391.0K | 0.00% | −232−9.3% | Reduced |
| Commonwealth Equity Services, LLC | 2,281 | $393.0K | 0.00% | +59+2.7% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 2,303 | $396.7K | 0.00% | −767−25.0% | Reduced |
| Kolinsky Wealth Management, LLC | 2,320 | $400.0K | 0.42% | −41−1.7% | Reduced |
| Sendero Wealth Management, LLC | 2,384 | $410.6K | 0.13% | +420+21.4% | Added |
| Gotham Asset Management, LLC | 2,417 | $416.3K | 0.01% | +2,417 | New |
| Summit Trail Advisors, LLC | 2,464 | $424.4K | 0.02% | +244+11.0% | Added |
| Kestra Private Wealth Services, LLC | 2,475 | $426.3K | 0.02% | +28+1.1% | Added |
| Creative Planning | 2,546 | $438.6K | 0.00% | +487+23.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 2,598 | $447.5K | 0.00% | +2,598 | New |
| Capula Management Ltd | 2,629 | $452.8K | 0.04% | +1,129+75.3% | Added |
| Erste Asset Management GmbH | 2,700 | $456.2K | 0.01% | +1,500+125.0% | Added |
| Algert Global LLC | 2,699 | $464.9K | 0.02% | −5,794−68.2% | Reduced |
| Captrust Financial Advisors | 2,700 | $465.0K | 0.00% | −85−3.1% | Reduced |
| SG Americas Securities, LLC | 2,717 | $468.0K | 0.01% | −82−2.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 2,770 | $477.1K | 0.01% | +487+21.3% | Added |
| Maryland State Retirement & Pension System | 2,899 | $499.3K | 0.01% | −238−7.6% | Reduced |
| Susquehanna International Group, LLP | 2,908 | $500.9K | 0.00% | −1,409−32.6% | Reduced |
| D.A. Davidson & Co. | 3,023 | $511.0K | 0.01% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 3,063 | $527.6K | 0.00% | −886−22.4% | Reduced |
| Neuberger Berman Group LLC | 3,075 | $529.6K | 0.00% | +175+6.0% | Added |
| Connable Office Inc | 3,100 | $533.9K | 0.08% | 00.0% | Unchanged |
| M&T Bank Corp | 3,124 | $538.1K | 0.00% | +267+9.3% | Added |
| Crossmark Global Holdings, Inc. | 3,260 | $561.0K | 0.01% | +389+13.5% | Added |
| Becker Capital Management Inc | 3,300 | $568.4K | 0.02% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 3,420 | $589.1K | 0.02% | 00.0% | Unchanged |
| South Dakota Investment Council | 3,590 | $618.0K | 0.01% | 00.0% | Unchanged |
| Trellus Management Company, LLC | 3,600 | $620.1K | 1.00% | +3,600 | New |
| Inceptionr LLC | 3,681 | $634.0K | 0.20% | +3,681 | New |
| National Asset Management, Inc. | 3,996 | $688.2K | 0.02% | +3,996 | New |
| ELCO Management Co., LLC | 4,000 | $689.0K | 0.50% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 4,143 | $713.6K | 0.16% | 00.0% | Unchanged |
| Man Group plc | – | $722.7K | 0.00% | – | – |
| Dana Investment Advisors, Inc. | 4,231 | $728.7K | 0.04% | −1,187−21.9% | Reduced |
| US Bancorp | 4,251 | $732.2K | 0.00% | −271−6.0% | Reduced |
| Van Eck Associates Corp | 4,299 | $740.0K | 0.00% | +3,178+283.5% | Added |
| Oppenheimer Asset Management Inc. | 4,299 | $740.5K | 0.01% | +2,497+138.6% | Added |
| Wesbanco Bank Inc | 4,346 | $749.0K | 0.03% | −529−10.9% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 4,385 | $755.3K | 0.02% | +100+2.3% | Added |
| BNP Paribas Arbitrage, SA | 4,504 | $775.8K | 0.00% | −1,059−19.0% | Reduced |
| Shell Asset Management Co | 4,595 | $791.0K | 0.03% | −16−0.3% | Reduced |
| Pictet Asset Management SA | 4,594 | $791.3K | 0.00% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 4,690 | $807.8K | 0.44% | 00.0% | Unchanged |
| CWM Advisors, LLC | 4,699 | $809.4K | 0.10% | +3,038+182.9% | Added |
| D. E. Shaw & Co., Inc. | 4,810 | $828.5K | 0.00% | +4,810 | New |
| Dixon Fnancial Services, Inc. | 4,857 | $836.6K | 0.57% | 00.0% | Unchanged |
| Xponance, Inc. | 4,884 | $841.2K | 0.01% | −5−0.1% | Reduced |
| KB Financial Partners, LLC | 4,966 | $855.0K | 0.25% | +171+3.6% | Added |
| NJ State Employees Deferred Compensation Plan | 5,000 | $861.2K | 0.13% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 5,028 | $866.0K | 0.01% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 5,044 | $868.7K | 0.01% | −228−4.3% | Reduced |
| Orion Portfolio Solutions, LLC | 5,044 | $868.7K | 0.01% | +5,044 | New |
| Resources Investment Advisors, LLC. | 5,262 | $906.3K | 0.02% | +5,262 | New |
| Vestcor Inc | 5,295 | $912.0K | 0.03% | +5,295 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,300 | $912.3K | 0.10% | +5,300 | New |
| SkyView Investment Advisors, LLC | 5,388 | $928.0K | 0.22% | +274+5.4% | Added |