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 |
|---|---|---|---|---|---|
| Kestra Private Wealth Services, LLC | 2,475 | $426.3K | 0.02% | +28+1.1% | Added |
| Summit Trail Advisors, LLC | 2,464 | $424.4K | 0.02% | +244+11.0% | Added |
| Gotham Asset Management, LLC | 2,417 | $416.3K | 0.01% | +2,417 | New |
| Sendero Wealth Management, LLC | 2,384 | $410.6K | 0.13% | +420+21.4% | Added |
| Kolinsky Wealth Management, LLC | 2,320 | $400.0K | 0.42% | −41−1.7% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 2,303 | $396.7K | 0.00% | −767−25.0% | Reduced |
| Commonwealth Equity Services, LLC | 2,281 | $393.0K | 0.00% | +59+2.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 2,269 | $391.0K | 0.00% | −232−9.3% | Reduced |
| Mariner, LLC | 2,246 | $386.0K | 0.00% | +518+30.0% | Added |
| Coldstream Capital Management Inc | 2,235 | $385.0K | 0.01% | +28+1.3% | Added |
| Panagora Asset Management Inc | 2,233 | $384.6K | 0.00% | 00.0% | Unchanged |
| Keybank National Association | 2,220 | $382.4K | 0.00% | −855−27.8% | Reduced |
| Intrust Bank NA | 2,209 | $380.5K | 0.05% | 00.0% | Unchanged |
| ProShare Advisors LLC | 2,195 | $378.1K | 0.00% | −2,897−56.9% | Reduced |
| Bank of Nova Scotia | 2,156 | $371.0K | 0.00% | +2,156 | New |
| SYSTM Wealth Solutions LLC | 2,085 | $359.1K | 0.06% | −13−0.6% | Reduced |
| 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 |
| Toroso Investments, LLC | 1,964 | $338.0K | 0.01% | +1,964 | New |
| Blair William & Co | 1,935 | $333.3K | 0.00% | +1,935 | New |
| Oak Thistle LLC | 1,903 | $327.8K | 0.19% | +1,903 | New |
| Two Sigma Securities, LLC | 1,892 | $325.9K | 0.03% | +1,892 | New |
| Cetera Advisor Networks LLC | 1,868 | $321.7K | 0.00% | −27−1.4% | Reduced |
| Shelton Capital Management | 1,862 | $320.7K | 0.01% | −55−2.9% | Reduced |
| Riverwater Partners LLC | 1,837 | $316.4K | 0.29% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 1,823 | $314.0K | 0.01% | +1,823 | New |
| Janney Montgomery Scott LLC | 1,819 | $313.0K | 0.00% | +27+1.5% | Added |
| Wealth Alliance | 1,817 | $312.9K | 0.05% | −76−4.0% | Reduced |
| BTC Capital Management, Inc. | 1,735 | $297.6K | 0.03% | −1,051−37.7% | Reduced |
| Seven Eight Capital, LP | 1,710 | $294.5K | 0.06% | +1,710 | New |
| GPS Wealth Strategies Group, LLC | 1,686 | $290.4K | 0.06% | +1,686 | New |
| Meeder Advisory Services, Inc. | 1,676 | $288.7K | 0.03% | +1,676 | New |
| EP Wealth Advisors, LLC | 1,818 | $285.0K | 0.01% | −4,685−72.0% | Reduced |
| XTX Topco Ltd | 1,605 | $276.4K | 0.06% | +1,605 | New |
| Wellington Shields Capital Management, LLC | 138,592 | $275.6K | 0.03% | +23,536+20.5% | Added |
| Franklin Resources Inc | 1,579 | $272.0K | 0.00% | +16+1.0% | Added |
| Ifrah Financial Services, Inc. | 1,553 | $267.5K | 0.08% | −35−2.2% | Reduced |
| PFS Investments Inc. | 1,581 | $265.0K | 0.00% | +1,581 | New |
| Umb Bank N A | 1,514 | $260.8K | 0.00% | 00.0% | Unchanged |
| Pitcairn Co | 1,489 | $256.5K | 0.02% | −64−4.1% | Reduced |
| Vaughan David Investments LLC | 1,472 | $254.0K | 0.01% | −466−24.0% | Reduced |
| Point72 Middle East FZE | 1,463 | $252.0K | 0.01% | +1,463 | New |
| Centiva Capital, LP | 1,458 | $251.1K | 0.01% | +1,458 | New |
| Mount Yale Investment Advisors, LLC | 1,446 | $249.1K | 0.03% | −198−12.0% | Reduced |
| Veritable, L.P. | 1,424 | $245.3K | 0.00% | 00.0% | Unchanged |
| JustInvest LLC | 1,409 | $242.7K | 0.01% | +1,409 | New |
| Kapitalo Investimentos Ltda | 1,389 | $239.2K | 0.08% | +1,389 | New |
| Tower Research Capital LLC (TRC) | 1,388 | $239.0K | 0.01% | +571+69.9% | Added |
| Advisor Partners II, LLC | 1,378 | $237.3K | 0.01% | +1,378 | New |
| Profund Advisors LLC | 1,287 | $221.7K | 0.01% | −168−11.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,279 | $220.3K | 0.00% | +412+47.5% | Added |
| Everhart Financial Group, Inc. | 1,276 | $219.8K | 0.10% | +1,276 | New |
| Forum Financial Management, LP | 1,269 | $218.6K | 0.01% | +1,269 | New |
| Moneta Group Investment Advisors LLC | 1,238 | $213.2K | 0.01% | +1,238 | New |
| HB Wealth Management, LLC | 1,213 | $208.9K | 0.00% | +1,213 | New |
| TD Waterhouse Canada Inc. | 1,105 | $189.3K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 1,062 | $182.9K | 0.04% | 00.0% | Unchanged |
| AXS Investments LLC | 870 | $149.8K | 0.05% | +870 | New |
| Riverview Trust Co | 825 | $142.1K | 0.13% | 00.0% | Unchanged |
| United Community Bank | 809 | $139.3K | 0.13% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 777 | $133.8K | 0.01% | +777 | New |
| GWM Advisors LLC | 707 | $121.8K | 0.00% | −10−1.4% | Reduced |
| Atlas Capital Advisors LLC | 659 | $113.5K | 0.02% | +659 | New |
| Counterpoint Mutual Funds LLC | 649 | $111.8K | 0.10% | +649 | New |
| Ci Investments Inc. | 613 | $106.0K | 0.00% | +8+1.3% | Added |
| Lazard Asset Management LLC | 585 | $100.0K | 0.00% | +317+118.3% | Added |
| Simplex Trading, LLC | 575 | $99.0K | 0.00% | +573+28,650.0% | Added |
| HM Payson & Co | 528 | $90.9K | 0.00% | +528 | New |
| Mendota Financial Group, LLC | 612 | $83.7K | 0.08% | 00.0% | Unchanged |
| Signaturefd, LLC | 454 | $78.2K | 0.00% | +117+34.7% | Added |
| First Manhattan Co | 450 | $77.5K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 412 | $70.9K | 0.04% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 410 | $70.6K | 0.06% | +410 | New |
| TCI Wealth Advisors, Inc. | 403 | $69.4K | 0.01% | 00.0% | Unchanged |
| Bokf, NA | 400 | $68.9K | 0.00% | −4,778−92.3% | Reduced |
| Castleview Partners, LLC | 378 | $65.1K | 0.06% | +378 | New |
| Compass Wealth Management LLC | 356 | $61.3K | 0.02% | 00.0% | Unchanged |
| Assetmark, Inc | 355 | $61.1K | 0.00% | +14+4.1% | Added |
| Quadrant Capital Group LLC | 346 | $59.6K | 0.01% | +174+101.2% | Added |
| Advisory Services Network, LLC | 344 | $59.3K | 0.00% | +43+14.3% | Added |
| City State Bank | 343 | $59.0K | 0.03% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 329 | $57.0K | 0.01% | +256+350.7% | Added |
| Thompson Siegel & Walmsley LLC | 268 | $46.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 261 | $44.9K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 239 | $41.2K | 0.00% | +31+14.9% | Added |
| Belpointe Asset Management LLC | 232 | $40.0K | 0.00% | −39−14.4% | Reduced |
| Fifth Third Bancorp | 228 | $39.3K | 0.00% | +68+42.5% | Added |
| CWM, LLC | 206 | $35.0K | 0.00% | +36+21.2% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 201 | $34.6K | 0.00% | −1,539−88.4% | Reduced |
| State of Wyoming | 197 | $33.9K | 0.01% | +197 | New |
| Pinebridge Investments, L.P. | 196 | $33.8K | 0.00% | +196 | New |
| Nomura Asset Management Co Ltd | 190 | $32.7K | 0.00% | −90−32.1% | Reduced |
| TD Private Client Wealth LLC | 183 | $31.5K | 0.00% | −166−47.6% | Reduced |
| Ronald Blue Trust, Inc. | 216 | $31.0K | 0.00% | +36+20.0% | Added |
| 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 |
| Federation des caisses Desjardins du Quebec | 159 | $27.4K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 157 | $27.0K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 130 | $22.4K | 0.00% | +130 | New |
| Private Trust Co NA | 110 | $18.9K | 0.00% | 00.0% | Unchanged |